WebCenter Content 11g Upgrade Package and Promise
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A Path, Package, and Promise for WebCenter Content 11g Upgrades. The Leader in Value-Add Software and Services for Oracle WebCenter
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WebCenter Content 11g Upgrade Package and Promise
- 1. A Path, Package, and Promise for WebCenter Content 11g Upgrades The Leader in Value-Add Software and Services for Oracle WebCenter
- 2. Agenda • Fishbowl Solutions Overview • Upgrade Misconceptions • Impacts of Not Upgrading to Latest Version • Customer Story: Ryan Companies • WebCenter Content 11g Features Review • Fishbowl’s Packaged Upgrade Offering • Questions
- 3. About Fishbowl Solutions Experience • Over 700 projects since founding in 1999 • Oracle “Gold” Partner • Oracle “Public Sector Pillar Partner” Expertise • Portals and Content Management • Enterprise Information Management • Business Process Automation Customer Successes • Across verticals Award Winning • Forrester Groundswell Award - Mobile App • Oracle Excellence Award • Enterprise 2.0 Blazer • 2009 ECM Architect of the Year
- 4. Leading Innovations WebCenter Mobile WebCenter Portals & Intranets SharePoint Integration Google Search Integration
- 5. Fishbowl Consulting Services + WebCenter Content Document Mgmt Records Mgmt Digital Asset Mgmt Web Content Mgmt Image & Process Mgmt Document Capture Forms Recognition Content Consolidation + WebCenter Portal + Employee Intranets + Vendor or Partner Extranets + Customer Portal + BPM (business process management) + ERP Integrations + Upgrades, Installations, Configuration, Performance Tuning, Solution Design, Development, Implementation
- 6. WHY ARE WE HERE TODAY? A Path, Package, and Promise for WebCenter Content 11g Upgrades
- 7. Upgrades…like climbing a mountain • Don’t know where to begin • Too Daunting • What lies ahead?
- 8. Upgrade Misconceptions • Waiting for next version – WebCenter Content 12c • Renew maintenance and support when upgrade is planned • Perceived lack of features – not worth IT’s time • Save money by eliminating support and maintenance contract • Consecutive version upgrades required • Back maintenance and support fees and penalties may need to be paid first • Significantly improve end user productivity • Giving up access to knowledgebases, training sessions, events and other resources Misconception Reality
- 9. Impacts of Not Upgrading • No more security updates or bug fixes • Outdated platform / browsers • Development costs • Higher TCO – System downtime – Extended support – Professional services cost – Custom procedures, processes and enhancements
- 10. Benefits of Upgrading • Performance • Functional Enhancements • Better alignment to business processes and trends • Improved usability • Architectural changed based on standards • Reduced TCO
- 11. Customer Success: Ryan Companies • Ryan Companies – Construction & Commercial Real Estate • Business Problems – Trouble finding business documents – Eliminate multiple copies – Better searching capabilities – Consolidate databases • Move from SQL to Oracle • Prior Approach for Addressing Problem – Separate repositories to search • CIFFS shares, SharePoint, Cloud storage, UCM • Expected Business and IT Benefits – Consolidation and easier searching – Better user adoption • With use of Oracle DIS • Enhance user experience with new custom interface
- 12. Ryan Companies – cont. Project Details • Team – Business Sponsor • John Leeper, CIO – Project Manager • Mike Kohorst, Customer • Alan Mackenthun, Fishbowl – Technical Lead • Ryan McAnnany, Customer • Jeremy Hericks, Fishbowl • Andy Weaver, Fishbowl • Length of time to upgrade/deploy – 6 weeks • Approximate Go-Live Date – 2/15/2013 • Number of users – Total users 600
- 13. Ryan Companies – cont. • Best Practices and Challenges Overcome – Build out new development environment • Test upgrade • Test conversion of custom code • User acceptance testing – Difficult to get them to commit – Weekly status meetings – Consultants on site for knowledge transfer – On time and under budget • Future Plans /Roadmap – Enhance use of Oracle DIS – Mobile deployment • Fishbowl mobile app – FishbowlToGo » Search UCM – Enhance user experience with new custom interfaces • Easy to use – Drag and drop – Search
- 14. WEBCENTER CONTENT 11G REVIEW A Path, Package, and Promise for WebCenter Content 11g Upgrades
- 15. 10g & 11g Architecture Differences WebCenter Content 11g Content Server running in container (WebLogic Server) UCM 10g Closely tied to web server
- 16. Review: WebLogic Server • Application server for enterprise systems and services – Along with Enterprise Manager, provides a dashboard for centralized installation, configuration, monitoring, logging, pe rformance metrics and diagnostics – Stop and start multiple refineries – Multi-threaded to handle greater loads – Data sources – User directories
- 17. Review: ECM Features in 11g • Content Management Where People Work – Desktop Integration • Oracle menus within MS Office and other apps • Profiles • Document compare • Native links – Windows Explorer • Metadata popup • Saved searches • My workflows • My checked out content Marketing Sales Legal Finance IT HR Production WebCenter Content
- 18. Review: Records Management Features in 11g • Business User Views & Insight – New physical records management Interface – New dashboard – Oracle BI publisher for comprehensive reports • Enterprise Reach – Built on Fusion Middleware and Java EE – Iron Mountain support • Certifications – DoD 5015.2 v3 certification – Ch. 2 – Ch. 4
- 19. Go-Forward Support Options • Enterprise Content Management 10gR3 – GA of May 2007 – Premier Support ended in December of 2012 Extended Support Sustaining Support • Updates, fixes and security alerts • Tax, legal and regulatory updates • Upgrade scripts • Technical support • Major product and technology releases • 10% increase year 6 • 20% increase year 7 • 20% increase year 8 • Technical support • Access to MetaLink • Major product and technology releases • Pre-existing fixes • Charged as per renewal pricing
- 20. FISHBOWL’S PACKAGED UPGRADE OFFERING A Path, Package, and Promise for WebCenter Content 11g Upgrades
- 21. Comprehensive Upgrade Solution Scope & Design Post Production Support Implementation Architecture and system analysis LIVE System! Issue resolution Build & Test Knowledge Transfer & Documentation Project Management Installation, configuration, migration User acceptance testing; activation planning Project closeout
- 22. Scope & Design • Architecture Review • Migration Path Design & Planning – Upgrade in Place or Migration • System Review and Analysis • Existing Component Analysis
- 23. Build & Test • Server Installation and Configuration • Custom Component Upgrades • Security Configuration • Full-Text Search Configuration • Inbound Refinery • Content Migration • System Testing and Issue Resolution • Detailed Deployment Documentation
- 24. Implementation • Build staging and production environments • User Acceptance Testing • Activation Planning • Go-Live Activation
- 25. Post Production Support • Issue Resolution – Performance – Functionality
- 26. Knowledge Transfer & Documentation • Detailed Documentation • Knowledge Transfer – WebLogic Server Admin Training • Project Closeout • Celebrate!
- 27. Project Management • Status Reporting • Scheduling • Track Milestones • Issues Tracking • Issue resolution
- 28. Customer Success: Real Estate Investment Company Customer Profile: • One of the largest owners and managers of commercial real estate in the United States • Core businesses include New York Office and Retail Properties; Washington, DC Office Properties; and, Retail Properties in the northeast states, California and Puerto Rico Business Drivers : • Development environment was out of date • Wanted to move off legacy imaging system • Improve user productivity with Desktop Integration Suite Solution Summary: • Upgrade two existing Oracle UCM 10g Servers to 11g • Integrate with Active Directory • Configure File Store Provider • Install Oracle Imaging Application server • Validate existing Kofax (document capture) integration
- 29. WHAT IS YOUR TIMEFRAME TO UPGRADE TO 11G? Poll Question
- 30. PACKAGE OFFER A Path, Package, and Promise for WebCenter Content 11g Upgrades
- 31. Comprehensive, Affordable Package *$29,995 • Install 1 instance in 3 environments • Upgrade standard and custom components • Assumes upgrading without additional feature development • Includes Fishbowl Content Migrator Submit Fishbowl Upgrade Questionnaire Contact: • sales@fishbowlsolutions.com • 952-465-3400 Offer valid until June 30, 2013 *Price dependent on Fishbowl approved Upgrade Questionnaire
- 32. Fishbowl Promise • Expert analysis • Optimal strategy • Performance suggestions • Customization continuance • Detailed documentation • Shared knowledge • Go-Forward, Go-To partner
- 33. Why Fishbowl Solutions? • Proven WebCenter Experience • 13+ years implementing, customizing, and supporting WebCenter • Oracle WebCenter Content & Portal specialized • Holistic Consulting Approach to WebCenter Projects • Further leverage WebCenter as infrastructure • Realize short-terms wins while ensuring long-term success • Numerous Upgrade Successes • Content, Imaging, Records Management • Establish foundation to further leverage WebCenter investment
- 34. Questions?
- 35. Now Available from Fishbowl Solutions • Access WebCenter Content from your iPhone or iPad • Search & View Content • Add Favorites • Review Workflow • Check-in • Download Free on iTunes • Search “Fishbowl Solutions” • Coming Soon for Android
- 36. Stay Connected twitter: @FishbowlE20 facebook: facebook.com/fishbowlsolutions linkedIn: join our groups webcenter content & webcenter portal web: fishbowlsolutions.com email: sales@fishbowlsolutions.com phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com
- 37. APPENDIX
- 38. Why Upgrades are Delayed • Version upgrades impact customizations • Change the business process to fit the software • Thin features • Assumed – high license cost • Complexities – middleware layer
- 39. Version Upgrade Comparison Company A Company B Company D Time Frame for Upgrade 2 years 3 years 5 years Customization (1=low, 5=high) 2 3 4 Impact on Support Cost Upgrade Project Time Frame 60 days 120 days 150 Days Downtime required 24 hours 48 hours 96 hours Stabilization 21 days 30 days 60 days Impact on Support Cost- post upgrade Solution usability after upgrade Major Increase Moderate Increase No Change Moderate Decrease Major Decrease Source: Yankee Group
- 40. Review: Document Imaging Features in 11g • Leverage Oracle Technology Stack – Built on Fusion Middleware and Java EE – Leverage BPEL for process automation – Enterprise Manager, Installer, Security • Open and Extensible – Comprehensive web services APIs – Application Integrations with E-Business Suite, PeopleSoft, JD Edwards – Hot-pluggable, flexible deployments • Migration from 10g to 11g – Reuse existing 10g file stores and processes
- 41. Customer Success: Health Insurance Provider Customer Profile: • One of the largest, nonprofit health plan providers in the Midwest • Over 2.7 million members across the world • Service center handles more than 3.4 million calls per year Business Drivers : • Integrate with HP Exstream – customer communication management system • Implement go-forward repository for company’s Portal applications • TBD Solution Summary: • Installed WebCenter Content in 4 environments • Migrated all content from 10g to 11g • Connected API’s for performing check-in for files exported from HP- Exstream • Validated Content Integration Suite link between portal system and 11g
Hinweis der Redaktion
- 1 minutesWhat do you know about Fishbowl Solutions?Who are the other Oracle partners you have used in the past? Have you used OCS? What has your experiences been with these other partners?
- Our current software and services initiatives for Oracle WebCenter are shown here. We have recently been focused on developing products that provide Oracle WebCenter customers with new ways to contribute content. This includes solutions for Mobile ECM, extending Oracle WebCenter capabilities to iPhone, iPad and Android devices. Additionally, we have products that provide robust batch load capabilities of digital assets and then providing users with interactive ways to tag and group photographs, illustrations, and other creative assets. And our SharePoint connector provides users of both SharePoint and Oracle WebCenter Content with that desired SharePoint front-end collaboration and content contribution backed by the power of Oracle and finally the topic of today’s discussion the Google Search Appliance connector to enable WebCenter customers to harness the power of Google Search within WebCenter Content.
- 2 mins
- http://www.schneiderdowns.com/reasons-to-keep-your-enterprise-software-current
- No more security updates or bug fixesUnstable platformTime and money spent on developing functionality that may occur in the next versionA customer's system downtime costs, support costs, professional services cost and indirect costs related to license, insurance, etc., also affect the TCO equation.Introducing custom procedures, processes and custom enhancements to delay software upgrades always proves to be expensive and adversely affects carriers’ software TCO.Carriers that upgraded their software within a 2-year time frame reported spending considerably less time and resource in data-cleaning activities.
- • Performance • Functional enhancements which will support newerservices easily• Better alignment to business processes based on industryfeedback, best practices, major customer requests and industry trends• Improved solution usability• Architectural changes complying with web-based standards to reduce integration cost with third-party applications• Reduction of total cost of ownership by reducingcustomizations and internal support costs
- Customers with current Software Updates, License & Support can support their product for a further 3 years, past the initial 5 years from the general availability date of the product, by purchasing Extended Support. Extended Support fees are applied to the desupported Oracle programs only. Extended Support fees consist of the prior year's fee for Software Updates & Support plus the applicable renewal adjustment, plus an additional fee based on the year. Additional fees are as follows
- The information gathered during the planning phase will drive the modeling and implementation of upgraded software. During this phase comprehensive details on the upgrade path (such as project activities, time line of the activities, roles and responsibilities and configuration settings for the new version) will be decided.In the analysis phase, the project team in coordination with client team conducts a production sizing exercise to determine the hardware requirements for an appropriate target production environment. The conclusions of this sizing exercise will be validated by conducting all necessary performance and stress testing exercises. Reaching early agreement on the upgrade strategy during this phase is critical to the success of the project.
- Duringthe build phase, the upgrade scripts or tool provided by the vendor will analyze the database schemas for the source and target databases, compare schemas looking for differences in tables (i.e., new columns, changes of data types, new and obsolete tables). Once the tool gathers this information, upgrade scripts can be generated specifically for the databases being upgraded. Once the database-level upgrade path has been determined, the application specific upgrade path must be overlaid on top of the database-level upgrade. This application-specific information, such as populating new tables that were not in the original database, is stored in version libraries delivered with the tool. These libraries contain information regarding renamed columns, renamed tables, data changes for specific columns, data changes for specific tables and population scripts for new tables. Based on the versions being upgraded, the upgrade tool will incorporate the appropriate changes from the version libraries into the generic database-level upgrade path and will be able to extract and load the data from the source database into the target database.The testing and assurance phase is a critical component of the upgrade process. Test cases need to be created to verify that all external programs, interfaces, GUIs are working as desired. Integration testing should be conducted to test individual interfaces and end-to-end testing need to be conducted to verify that everything works as desired. A detailed test case should be developed in conjunction with the vendor team and client user community to verify that all possible business scenarios are covered by the test cases.
- Technical Assessment: This assessment of a carrier’s current systems will produce recommendations for production hardware environment and sizing information. Performance benchmark vendor data and sizing information will provide invaluable information to carriers. Because there is an inverse relationship between the amount of disk space available for the upgrade and the time the upgrade will take, this assessment will affect the timeliness (the next T) of the upgrade process.Timeliness: The size of the database, the degree of risk the client is willing to take, the amount of acceptable system downtime, as well as some aspects of customer care all determine upgrade strategy. Minimum interruption of business operation is of utmost importance to most carriers. For a successful upgrade, downtime should be minimized and the vendor should be able to wrap up the upgrade process in a minimal downtime scenario.Transfer: All COTS software will have some customization and custom interfaces. These need to be transferred or ported to the higher version application effectively so that they will work with the new version.Task Assignment: The upgrade process consists of a series of tasks distributed between the vendor and client teams dedicated to the upgrade project. The distribution of work between both teams should be agreed upon to avoid conflict during the later stages of the project. Vendors should utilize the work breakdown structure (WBS) reference templates from similar projects they have been involved in to reduce time lines.Test and Assurance: A joint team from the client and vendor is responsible for documenting and finalizing the test plans in the course of the upgrade project. All business scenarios, including interfaces and customizations, should be part of the test plan.Training: A concise training course for users and internal developers should be part of the upgrade process. Lessons learned from the upgrade deployment, new features and functionality introduced by the new version and incremental architectural and database changes should be discussed as part of the training process.