ibm connect 2014_presentation - cust109

© 2014 IBM Corporation

CUST109: Continental – Planning and Upgrading to IBM Connections 4.5 SuccessfullyCarsten Frede, Continental AGMartin Schmidt, Beck et al. Services GmbH

Speakers’ Profiles

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Agenda

Continental AG & Beck et al. Services GmbH

Background and Project Management

Successful Migration

Key Success Factors

Questions & Answers

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Continental AG&Beck et al. Services GmbH

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Beck et al. Services GmbH

Beck et al. Services is an international IT service provider with more than 14 years of experience. We focus on delivering business value to our customers in a quick, flexible and service-oriented way.

Our team of about 90 people is located in Munich, Hanover, Zurich, Cluj & Florianópolis.

Follow us on the web: www.bea-services.de | @beaservices1

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Social Business Collaboration Mobile

Cloud Analytics & Monitoring

Agenda

Continental AG & Beck et al. Services GmbH

Background and Project Management

Successful Migration

Key Success Factors

Questions & Answers

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Background and Project Management

IBM Connections as the Social Media Platform for Continental

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Project History

March 2012

Continental started the rollout of IBM Connections with version 3

The rollout was done as a module by module approach

December 2012

The final module went live

At this time IBM Connections 4.0 was already in the market

Decision was made to wait for IBM Connections 4.5

March 2013

IBM Connections 4.5 upgrade project started

Goal: Finishing the project mid October

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Continental’s Internal Project Team

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In ConNext, we bring it all

together

In ConNext, we bring it all

together Information

Technology (IT)

Quality

Knowledge Management (KM)

Corporate Communications (CC) Human Resource (HR)• Usability, style guide and user experience• Internal communication mix / matrix• Social media guideline• Project marketing

• Continental target culture (openness, trust, ..) • Alignment of program with legal aspects • Coordination with works councils • Organizational change management • employee escalation coordination• value of contributors

• Definition of content type classes & attributes• Information life cycle• Establishing knowledge based navigation• Relevance and value of information• Taxonomy and tagging regulations and terms

• Information architecture• Tec. environment setup, development and operation• Alignment with information security• KPI reporting of platform• Migration of existing solutions & content

IBM Connections Upgrade Project Phases with Work Packages

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Evaluate Use Cases [All]

Benefit Collection -> to sell update [HR]

Evaluation of Wiki/ContiPedia and Community requirements [KM]

Identification of KM relevant documentations [KM]

Collect Use Cases [IT]

Testing Procedures [IT]

Test Cases [IT]

Information for workers council [IT]

Demand of UFG process [IT]

Identify impact on lifecycle recommendations [KM]

Collection and prioritization of Wiki/Contipedia and Community requirements [KM]

Go-Live Service Desk [ IT BeaS]

Create new set of GUIDE tasks [HR]

Update GUIDE network [HR]

Information about enhancements to Community moderators [KM]

Modification of existing KM relevant documentations [KM]

Content Migration [IT] Technical Migration [IT][BeaS] Upgrade Customization [IT] Layout [CC] 3rd party application integration

[IT] Build prototype and reference

system Connections 4.5 [BeaS] UFG TN/Network [CC] Update communication

materials [CC] Define test use cases [IT] [CC] Update training materials [CC] CSS [HR] Testing new enviornement [HR] Service transition [IT] Train support organisation [IT] UFG process [CC]

Design Plan Build Operate

IBM Connections UpgradeMilestones & Timeline

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2013-07-15

Prototype

1st User Feedback

Group (UFG)

Techn. Preparation

Customizations

2nd User Feedback

Group (UFG)

Prepare Rollout

Rollout

04/13 12/11 05/13 02/12 06/13 04/12 07/13 12/11 08/13 02/12 09/13 04/12 10/13

Milestones

2013-05-31

2013-04-22

2013-08-31

2013-08-16

2013-09-15

2013-10-13

The Objective: Complete the Upgrade

On time

In quality

On budget

Agenda

Continental AG & Beck et al. Services GmbH

Background and Project Management

Successful Migration

Key Success Factors

Questions & Answers

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Successful Migration

Initial Situation & Challenges

Upgrade from IBM Connections 3.0 to target version 4.5 for the development, quality, and productive instances

Large deployment of IBM Connections with 2 http servers, 4 node servers, 56 WebSphere Application Servers and one database cluster for the productive instance

Numerous customizations to be adapted to the new release

High-availability infrastructure used by 80.000 users all over the world > reduce downtimes

About 80.000 Profiles, 48.000 Activity documents, 28.000 Blog entries, 6.500 Bookmarks, 9.000 Communities, 11.00 Files, 12.000 Forum entries, 19.000 Wiki pages, a content store of 40GB and a database of 25GB to be migrated > ensure data consistency

Fixed deadline > no option for failure

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Migrating IBM Connections is like building a house.

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1st possible way of doing it.

Migrating IBM Connections is like building a house.

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2nd possible way of doing it.

Design of InfrastructureProduction Layer

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Load Balancer

Http Server

Database Server

Node Server

Before During After

Side-by-Side Migration Procedure

1. Installation

2. Test Data Migration

3. Configuration Migration

4. Customization Migration

5. 2nd Test Data Migration

6. Final Data Migration

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Side-by-Side Migration Procedure

1. Installation

2. Test Data Migration

3. Configuration Migration

4. Customization Migration

5. 2nd Test Data Migration

6. Final Data Migration

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Step 1: Installation

Goals

You know that the new instance works

You know how to test the functions and features

Procedure

Use an empty database, a freshly installed WebSphere Application Server, and install IBM Connections out of the box (follow e.g. Zero to Social Hero or IBM Documentation)

– Start writing checklists including every step you do– Start writing your test script

Tips & Tricks

Test the basic installation and its new features and fix identified defects

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Side-by-Side Migration Procedure

1. Out of the Box Installation

2. Test Data Migration

3. Configuration Migration

4. Customization Migration

5. 2nd Test Data Migration

6. Final Data Migration

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Step 2: Test Data Migration

Goals

You know that your new instance works fine with your productive data

You know how to transport your data

Procedure

The data migration effectively consists of two separate migrations:A) Migrate your database contentB) Migrate your shared file storage content

Tips & Tricks

Make sure all your content is migrated and can be read:We built a tool that uses the search API to download all content before and after the migration and then compares the content

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Step 2: Test Data MigrationStep 2a: Database Migration

Options to move your database content from one database to the other:

Way 1 (DB expert available)– Use backup and restore operation– Use content migration tools of your database

Way 2 (No DB expert available or way 1 does not work)– Move between incompatible databases

e.g. DB2 Windows to DB2 Linux, Oracle to DB2– Use IBM Tool (dbt.jar)– Use 3rd party tool

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Step 2: Test Data MigrationStep 2a: Database Migration

Tips & Tricks

Check database schema– Create a reference database you can use as a baseline (destination version)– Compare before you start the transport (old <-> new)– Compare after you disabled and enabled constraints for predbxfer40.sql and postdbxfer40.sql (old <-> new)

– Compare after you updated your schema (new <-> reference)

We use DB Solo (www.dbsolo.com)– Offers better compare mechanism as Oracle SQL Developer– Can compare Oracle and DB2 databases– Can be scripted

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Step 2: Test Data MigrationStep 2a: Database Migration

Disable notification settings

Copy the content during times when only few users are accessing the instance

Pitfalls

Search indexing: number of activity nodes per crawl > increase setting

Content migration Java applications fail:com.ibm.lconn.news.migration.next45.NewsMigrationFrom40To45

GUID of internal wasuser (IBM Connections super user)XXXMemberService.syncMemberExtIdByLogin("wasusr" , { "allowInactivate" : "false" } )

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Step 2: Test Data MigrationStep 2a: Database Migration

View validation: after re-enabling constraints, some views are marked as “Operative: false”, are not operational, and are not seen by DB Solo

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Step 2: Test Data MigrationStep 2a: Database Migration

Error in data copy tool (dbt.jar)

Increase your transaction log space– db2 get db cfg for DBNAME show detail | grep -i LOG– db2 update db cfg for DBNAME using logfilsiz 20000

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Step 2: Test Data MigrationStep 2b: Content Store Migration

All relevant folders are documented– Copy only the folders that contain files– Do not copy search indexes– Do not copy configuration data

Test the out-of-the-box installation together with productive data.

Tips & Tricks

Use a data comparison tool to check if the data itself is still correct after the migration:– If documents are missing– If additional documents exist– If they differ in terms of content

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Pitfalls

Activities files downloadNew function that activity files can be downloaded through HTTP Server (like files and wikis)

– Problematic are file names with special characters; these characters get interpreted by the HTTP Server

– Solution: Rename files on disk and update filename in Database ACTIVITIES.OA_CONTENTREF - column STOREURI

Step 2: Test Data MigrationStep 2b: Content Store Migration

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Step 2: Test Data MigrationStep 2b: Content Store Migration

Content store name has changed in Version 4.5 default configuration

Activities Shared storage name changed in configuration. oa-config.xml – <objectStore> – <store> – <id>old: filesystemnew: filestore – change it to file system or create 2nd store named file system.

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Side-by-Side Migration Procedure

1. Out of the Box Installation

2. Test Data Migration

3. Configuration Migration

4. Customization Migration

5. 2nd Test Data Migration

6. Final Data Migration

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Step 3: Configuration Migration

Goal

Your new instance is working according to your needs

Procedure

Previously we used the migration tool of IBM:migration.sh lc-exportmigration.sh lc-import

– Known issue that activity entries are not showing up in the ActivityStream after migrating from 4.0 to 4.5: http://www-01.ibm.com/support/docview.wss?uid=swg21642886

For the latest migrations we copied the configuration manually to check what was really configured (e.g. use diff or kdiff3) and updated my documentation simultaneously

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Side-by-Side Migration Procedure

1. Out of the Box Installation

2. Test Data Migration

3. Configuration Migration

4. Customization Migration

5. 2nd Test Data Migration

6. Final Data Migration

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Step 4: Customization Migration

Goal

You know that all your configurations and customizations work with the migrated data

Procedure

Use a versioning system to record your customizations

Implement the customizations one by one, adapted to the new Connections release

Test the customizations and fix identified defects

Adjust your test script where necessary

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Step 4: Customization Migration

Example: Ideation Blog disclaimer – regression test even when implementing an iFix !!!

The disclaimer hooks into the add feature to community action; this action changed completely between V 3.0 and V 4.5 so that a complete redesign was required

Tips & Tricks

Good time for a “pre-acceptance test” to gain feedback from business owners

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Side-by-Side Migration Procedure

1. Out of the Box Installation

2. Test Data Migration

3. Configuration Migration

4. Customization Migration

5. 2nd Test Data Migration

6. Final Data Migration

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Step 5: 2nd Test Data Migration

Goals

You know that all your configurations and customizations work with the migrated data

You know how long the migration will take

You know the exact procedure you need to execute to get it done

Procedure

Can you estimate the duration of the data migration?

Are you confident that everybody knows what to do?

If you still have doubts because you got lost in all your errors and correction mechanisms, do a second test data migration before the final migration! It will be much easier for you to fix defects in a non-productive environment. If you are confident, this step can be skipped.

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Step 5: 2nd Test Data Migration

Tips & Tricks

Work as it would be your final migration; follow your checklists and adjust them wherever necessary, it’s your last chance to correct them

Define the detailed schedule for the final migration

In case database migration takes longer than desired, consider to temporarily upgrade the RAM of your database server to speed up the process

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Side-by-Side Migration Procedure

1. Out of the Box Installation

2. Test Data Migration

3. Configuration Migration

4. Customization Migration

5. 2nd Test Data Migration

6. Final Data Migration

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Step 6: Final Data Migration

Goal

The productive infrastructure is upgraded to the new Connections version including all customizations and old content and is available to end users

Procedure

Use your checklists, that’s why you have written them

Have somebody to execute your test script; at best not the person who did the migration

Let business owners perform a final acceptance test and confirm that the upgraded instance can replace the old one

As soon as the go-ahead is given, the access for end users can be switched to the new instance

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Step 6: Final Data Migration

Tips & Tricks

Plan all tasks and create a schedule; stick to it!

All involved parties should know what to do and when to be available as well as have their contact data exchanged; include business owners as decision makers as well!

Change your notification settings to the desired values (you changed them in Step 2)

Have the business owners do an acceptance test and get their confirmation to go live

Have a backout plan– Have the old infrastructure ready to switch back; maybe a little bit downsized but

operational– Restore from backup can go wrong as well as too many components are involved

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Agenda

Continental AG & Beck et al. Services GmbH

Background and Project Management

Successful Migration

Key Success Factors

Questions & Answers

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Key Success Factors

Key Success Factors

Ensure that all involved parties are jointly aligned to the project goals

Calculate buffer times considering vacation and unavailability as well as the risk that something always goes wrong

Have the experts, but know the topics yourself

Prepare your tools

Do feedback loops with business owners and end users to ensure they get what they want

Go single, small steps and test iteratively to quickly find and isolate errors

Ensure repeatability of all activities by writing checklists

Use each test migration as training for the final migration; errors are errors in your checklists which are to be corrected

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The Objective: Complete the Upgrade

On time

In quality

On budget

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Questions & Answers

Access Connect Online to complete your session surveys using any:– Web or mobile browser – Connect Online kiosk onsite

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Acknowledgements and Disclaimers

© Copyright IBM Corporation 2014. All rights reserved.

U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

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