Tzunami Deployer Training Presented by - Prabhakar Giri Tzunami Inc.

Training Highlight 2 DaysGoals Day 1-Developing high level understanding of various components involved and migration process using Tzunami Deployer -Understanding eRoom7 structure & contents -Setup Day 2- Using Tzunami eRoom Exporter to view and export eRoom contents - Developing in-depth understanding content deployment using Tzunami Deployer Day 3- Content modeling and committing - Deployer advanced options and migration automation using rule engine Day 4-Batch migration -Remote & Licensing service - Trouble shooting

Content Migration – Content 3 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 – Content 4 Source Content StoreSharePoint Environment 4. Access Role Based Access Control 4. Access Site, Library and List Access Control 3. Structure Collection, Facility, eRoom, Folder 3. Structure Site Hierarchies, Multiple Libraries, Folders 2. Metadata Extensible Item Schemas, Document Properties 2. Metadata Custom Document Library and List Column Properties 1. Document Document, Contacts, Discussion, Poll, Calendar, Appointment, Task, etc. 1. Document Document, Picture, and XML Forms Libraries Tool

Content Migration – Processes 5 Analyzing Planning Modeling Extraction Mapping Injection Verification

Content Migration – Challenges 6 Need for Co-existence Source/Target Architectural Differences Often Outdated Source System Data Volume Involved Varying Needs

Tzunami Deployer Features 7 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 Features 8 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 9 Targets Deployers Exporters Sources

General Migration Workflow 10

Tzunami Deployer Phases 11 Exporting source content View source contents Select contents to extract Extract to local file store Extract metadata, hierarchy & security Export to TDX Load eRoom

Tzunami Deployer Phases 12 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 Phases 13 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 Phases 14 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 Phases 15 Committing the migration Reflect changes to target SharePoint Failsafe operation

eRoom - History 16 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 17 eRoom Browser Browser and Plug-in Custom Application Custom Application eRoom Monitor Web Development Client Tier eRoom Web Service Real Time Service IM Integration Service Middle Tier Database File Server Directory Server Server Index Server Content Server Back End Server eRoom 3 – Tier Architecture

eRoom Site Architecture 18 Community - A Facility A1 Facility A2 Facility A3 eRoom X1 eRoom X2 eRoom X3 Community - B Facility B1 Facility B2 Facility B3 eRoom Y1 eRoom Y2 eRoom Y3 Community - C Facility C1 Facility C2 Facility C3 eRoom Z1 eRoom Z2 eRoom Z3

eRoom Security Architecture 19 SML eRoom Site Community A Community B Community C CML C CML B CML A External Authentication Source Facility C3 eRoom X1 eRoom X2 eRoom X3 Coordinator Participants Observer

eRoom Object Structure 20 eRoom Objects Link Note Folder Inbox Database Calendar File Poll Discussion Announcement Project Plan

eRoom – Migration Workflow 21 Export Load Tzunami Remote Services Microsoft SharePoint Server Database Server SharePoint Farm TDX Commit eRoom Server

eRoom to SharePoint Tzunami Deployer Facility eRoom Facility eRoom Folder Calendar Database Discussion Files Poll Inbox Note Link Facility eRoom Facilities Rooms Documents Folders Links Databases Mailboxes Calendars Discussions Polls Processes Databases. Project Schedule Load Tzunami Exporter Export Deploy, Model & Commit Mapping

Questions 23

Setup 24 Tzunami Deployer Tzunami eRoom Exporter eRoom – Creating Community – Creating Facility – Creating eRooms – Setting Security – Creating Objects/Items

Workshop 25 Setups – Tzunami Deployer – Tzunami eRoom Exporter – Remote Service eRoom – Creating Community – Creating Facility – Creating eRooms – Setting Security – Creating Objects/Items Migration Process

Tzunami Deployer Training Presented by Prabhakar Giri Tzunami Inc.

Migration Process- Export 27 Facility eRoom Facility eRoom Folder Calendar Database Discussion Files Poll Inbox Note Link Facility eRoom Export Facilities Rooms Documents Folders Links Databases Mailboxes Calendars Discussions Polls Processes Databases Project Schedule… Commit Tzunami Deployer Loading Source/Target Information Deploying Commit Modeling Load Tzunami eRoom Exporter Configuration Filter Select Content Select Destination View Export Report TDX, STDX, File Store

Tzunami eRoom Exporter 28 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 29 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 30 Security Versions Version Comments Configure advanced export settings Migration Process

Content Selection 31 Select eRoom contents to export Migration Process

Content Filter 32 Set filter on eRoom contents to export Select property Select condition Add/Remove condition Migration Process

Destination 33 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 34 Exports and save contents Migration Process

Export Report 35 Migration Process

Command Line Export 36 Automate bulk export TzunamiExporter.exe [-r ] -s Non interactive mode of export Provide export options through Specifications file Perform batch export Schedule export Migration Process

Content Analysis 37 TDX STDX FileStore Migration Process

Export – Best Practices 38 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 39 Tzunami Deployer Loading Source/Target Information Deploying Commit Modeling Create a Project Load Source TDX Connect Target Load Target Tzunami Exporter Load eRoom TDX Facility eRoom Facility eRoom Folder Calendar Database Discussion Files Poll Inbox Note Link Facility eRoom Export Facilities Rooms Documents Folders Links Databases Mailboxes Calendars Discussions Polls Processes Databases Project Schedule... Commit

Creating a Project 40 Stores all the information related to a particular project in a Tzunami Deployer Project Migration Process

Loading Source (TDX) 41 Loads eRoom contents and structures Migration Process

Connecting to Target 42 Connect to the target SharePoint Migration Process

Selecting Target to Load 43 Select Web Application Select Site Collection, Sites and Items… Migration Process

Loading Target 44 Load target SharePoint structure information including sites, lists, libraries, folders, documents, items, security and metadata information. Migration Process

Loaded Project 45 Migration Process

Loading – Best Practices 46 Migration Process Load only what is needed – Load structure and then reload desired structure for content – Version for target need not be loaded

Migration Process – Deploying 47 Tzunami Deployer Loading Source/Target Information Deploying Commit Modeling Structure Mapping Security Deploy Options Filtering Defective Items Deployment Report Tzunami Exporter Load eRoom TDX Facility eRoom Facility eRoom Folder Calendar Database Discussion Files Poll Inbox Note Link Facility eRoom Export Facilities Rooms Documents Folders Links Databases Mailboxes Calendars Discussions Polls Processes Databases Project Schedule… Commit

Deploy Option 48 Deploying contents from source to target Structure Files Security Migration Process

Deploy Option – Structure 49 Select appropriate target Rule engine provides auto suggestions Migration Process

Target Suggestions for eRoom 50 eRoom Item TypeRelevant SharePoint Types Facilities Web Application (create manually in SharePoint) Site Collection Room Site Collection Site DiscussionDiscussion Board PollSurvey CalendarCalendar List Project Plan Task List Gantt InboxDocument Library Database For the basic database templates, some SharePoint lists (Contacts List, Links List, and so on) Generic List FoldersDepending on the content of the folder, valid options may include migrating as Lists, Folders, or even Sites DocumentsFiles in a Document Library NotesItems in a Generic List LinksItems in a Links List

Deploy Option – Property Mapping 51 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 52 Mapping of source property values to target property values Map values for Choice and Boolean properties Migration Process

Deploy Option – Security 53 Group mapping Entity mapping Role mapping Map source security structure to target Migration Process

Deployment Report 54 Migration Process View summary of deployment Do not ignore warnings

Defective Items 55 Displays all defective items that will fail to migrate if not fixed Displays cause of the defect Migration Process Deployment verification and fixing Fix issues before proceeding Cancel and redeploy if needed

Filtering 56 Filtering Source Items by Item Property Selective Deployment Migration Process

Deployment – Best Practices 57 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

Questions 58

Workshop 59

Tzunami Deployer Training Presented by Prabhakar Giri Tzunami Inc.

Migration Process– Modeling 61 Tzunami Deployer Loading Source/Target Information Deploying Commit Modeling Structure Metadata SharePoint Security and Permission Tzunami Exporter Load eRoom TDX Facility eRoom Facility eRoom Folder Calendar Database Discussion Files Poll Inbox Note Link Facility eRoom Export Facilities Rooms Documents Folders Links Databases Mailboxes Calendars Discussions Polls Processes Databases Project Schedule… Commit

Modeling Structure 62 Design target structure (Full, Partial, Auto) Modify or delete items in the target SharePoint structure Sites Lists Folders Items Migration Process

Modeling Metadata 63 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 64 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 65 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 66 Tzunami Deployer Commit Modeling Commit Batch Commit Loading Source/Target Information Deploying Tzunami Exporter Load eRoom TDX Facility eRoom Facility eRoom Folder Calendar Database Discussion Files Poll Inbox Note Link Facility eRoom Export Facilities Rooms Documents Folders Links Databases Mailboxes Calendars Discussions Polls Processes Databases Project Schedule… Commit

67 Upload changes to target Select commands to commit Commit Now Commit Later Migration Process

Batch Commit 68 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 69 *** 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 70 Configure Tzunami Deployer behavior General Save Mapping Logging SharePoint Rule Engine Auto Fixes

Deployer – Advance Settings 71 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 72 Offers best matching suggestions during different stages of migration Create and reuse rules to match your needs Automate migration decisions

Rule Set 73 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

Questions 74

Workshop 75

Tzunami Deployer Training Presented by Prabhakar Giri Tzunami Inc.

Tzunami Deployer Remote Service 77 Required to support remote operations on SharePoint Can handle requests from multiple Deployers Tzunami Deployer Remote Service Tzunami Deployer Licensing Service Tzunami Deployer

Tzunami Deployer Licensing Service 78 Provides project manager with an overview of the current license Ability to update new licenses

Planning Your Migration 79

Planning Your Migration 80 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 81 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 Practices 82 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 Practices 83 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 84 Logs Execution Report

Tips and Tricks 85 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 86 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

Questions 87

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