ibm filenet ecm roadmap
DESCRIPTION
IBM FileNet ECM RoadmapTRANSCRIPT
1
© Copyright IBM Corporation [current year]. All rights reserved.U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
THE INFORMATION CONTAINED IN THIS PRESENTATION IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY. WHILE EFFORTS WERE MADE TO VERIFY THE COMPLETENESS AND ACCURACY OF THE INFORMATION CONTAINED IN THIS PRESENTATION, IT IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. IN ADDITION, THIS INFORMATION IS BASED ON IBM’S CURRENT PRODUCT PLANS AND STRATEGY, WHICH ARE SUBJECT TO CHANGE BY IBM WITHOUT NOTICE. IBM SHALL NOT BE RESPONSIBLE FOR ANY DAMAGES ARISING OUT OF THE USE OF, OR OTHERWISE RELATED TO, THIS PRESENTATION OR ANY OTHER DOCUMENTATION. NOTHING CONTAINED IN THIS PRESENTATION IS INTENDED TO, NOR SHALL HAVE THE EFFECT OF, CREATING ANY WARRANTIES OR REPRESENTATIONS FROM IBM (OR ITS SUPPLIERS OR LICENSORS), OR ALTERING THE TERMS AND CONDITIONS OF ANY AGREEMENT OR LICENSE GOVERNING THE USE OF IBM PRODUCTS AND/OR SOFTWARE.
IBM, the IBM logo, ibm.com, FileNet, OmniFind and all IBM FileNet products are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml
Other company, product, or service names may be trademarks or service marks of others.
Disclaimer
Enterprise Content Management
© 2008 IBM Corporation
ECM RoadmapAgile ECM
Kenny Crum
3© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
AIIM ECM Survey: 2008
More than 50% have no confidence in the integrity of their informationMore than 50% have no confidence in the integrity of their informationRiskRisk
ControlControl
PaperPaper
SimpleSimple Greater simplicity and consistency forend users neededGreater simplicity and consistency forend users needed
Everyone needs access to informationEveryone needs access to information
Volume & impact of paper is overwhelmingVolume & impact of paper is overwhelming
Source: AIIM “State of the Industry,” March 4, 2008
4© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
IBM Agile ECM helps companies make better decisions faster by:
● Managing all forms of content
● Optimizing associated business processes
● Enabling compliance
through an integratedinformation infrastructure
IBM Agile ECM empowering better decisions faster
5© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
IBM Agile ECM Product Strategy & Vision Guiding Principles
Active ContentDeliver information that is unified, accurate and in context with critical business processes and policy management.
1
Business AgilityProvide the right information to the right constituents at the right time in the right context to enable better decisions faster.
2
Enterprise ComplianceManage risk and automate compliance with records management, legal discovery and intelligent content archiving.
3
Content AnywhereManage content anywhere without requiring content migration.4
Pervasive and PersuasiveAccess, collaborate, and influence business decisions in new ways, making content a first-class source of decision-making insight
5
Enterprise Content Management
6 IBM Confidential
Page 6
IBM Agile ECM Product Strategy
Active Content
Enterprise Compliance
Business Agility
Pervasive Persuasive
Content Anywhere
7© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
IBM Agile ECMempowering better decisions faster
8© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
Business Content Services
Transactional Content
Document Management
Content Integration & Federation
Content Management
IBM Filenet P8 4.5 Content Manager
New!
• DITA XML support• Office 2007 integration• Quickr integration
IBM Content Manager 8.4.1
IBM Content Manager On Demand 8.4.1
New!
• Active Content support• Lotus Quickr integration
9© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
9
Ribbon BarECM Command
Group
10
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
10
Custom Task Pane
11
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
11
Custom Task Panes
12
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
12
Quick Access Toolbar
13
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
13
Custom Task Pane
14
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
14
Custom Task Pane
15
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
Office 2007 Features - Initial release Add documents via Entry Templates
Add Emails as .Msg files
Send email with P8 attachments (reference/copy)
Check In/ Check Out/ Cancel Checkout
Property updates
Basic Search
Recent Documents List
Favorites
Add Folders
Workplace XT aware
Preferences managed by P8 server
Single Sign On – Kerberos
15
Enterprise Content Management
16 IBM Confidential
Page 16
Announced 9/10/08: Content Management Interoperability Services (CMIS)
EMC, IBM AND MICROSOFT JOINTLY CREATEFIRST WEB SERVICES INTERFACE SPECIFICATION
FOR GREATER INTEROPERABILITY OF ENTERPRISE CONTENT MANAGEMENT SYSTEMS
Trio joined by Alfresco, OpenText, Oracle, and SAP in Development ofThe Content Management Interoperability Services (CMIS) Specification
17
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
Design
Simulate
Execute
Optimize
Monitor
Content-centric Business Process Management
IBM Filenet P8 4.5 Business Process Manager
New!
• Composite Application support
• CM8 Integration
Enterprise Content Management
19 IBM Confidential
Page 19
Key Business Goals for BPM 4.5 (“Sonata”) Improved Process Design
experience
Shorten the time to build & deploy ECM applications
Increase the “Line of Business” appeal
An extensible platform with more frequent delivery of new service components
Enterprise Content Management
20 IBM Confidential
Page 20
Provide end-to-end ECM and BPM solutions across application development stages for multiple roles
“Agile ECM” in P8 4.5Realize time to value by accelerating the delivery of ECM and BPM solutions
Provide “Document and Diagram Mode” for business analysts
Enable better collaboration between business & IT users to deliver solutions
Why: product objective What: product features
Leverage Web 2.0 Mashups & widgets for faster application layout
Decrease cost & effort of developingECM and BPM solutions
Consolidate tools & add configura-tion features in Process Designer
Minimize steps and tools required to create and update solutions
Diagram & Document Review & Refine
Annotate DiagramAnnotate Diagram
Document Steps
Document Steps
DiagramDiagram
Define In-baskets
Define In-baskets
Define RolesDefine Roles
Review NeedsReview Needs
Complete & Validate
SimulateSimulate
ValidateValidate
ConfigureConfigure
Test & Deploy
DeployDeploy
CodeCode
TestTest
Business User Business Analyst IT Developer
IBM Enterprise Content Management
© 2008 IBM Corporation21 Why ECM September 2008
IBM Agile ECM Frameworksempowering better decisions faster
• Model-driven
• Component-based
• iWidgets
• Mashups
• Services oriented
IBM Enterprise Content Management
© 2008 IBM Corporation22 Why ECM September 2008
Approach
Design Time
• FileNet Process Designer - Define processes, roles, in-baskets, associate Mashup pages with roles and process steps
• Lotus Mashups - create pages for end-user interface
Run Time
• User logs into Lotus Mashup Maker to view and process work
IBM Enterprise Content Management
© 2008 IBM Corporation23 Why ECM September 2008
Step Processor Widgets
UI design in progressUI design
in progress
Document Viewer
Document Viewer
Step CompletionStep Completion
AttachmentsAttachments
Work DataWork Data
HeaderHeader
IBM Enterprise Content Management
© 2008 IBM Corporation24 Why ECM September 2008
ECM Toolbar Widget – Send Wiring
IBM Enterprise Content Management
© 2008 IBM Corporation25 Why ECM September 2008
Process Engine Enhancements - Overview
Roles
– Objectives
– Functionality
In-Baskets
– Objectives
– In-basket components
– Putting it all together – the database query
– Example in-basket query
Application Space
– Objectives
– Functionality
26
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
Content Collection & Archiving
Advanced Classification
Records Management
eDiscovery, Search & Analytics
Compliance
IBM Content Collector
New!
• Extensible content support
• Powerful content processing
• Integrated ECM repository options
IBM eDiscovery Manager• Create and manage discovery casesIBM eDiscovery Analyzer• Assess and refine case collections
New!
27
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
ECM PlatformECM Platform
Content Collection &
Archiving
Content Collection &
Archiving
Records Management & Federation
Records Management & Federation
eDiscovery Management
& Analysis
eDiscovery Management
& Analysis
AdvancedClassification
AdvancedClassification
PartnerSolutionsPartner
Solutions
Information InfrastructureInformation Infrastructure
ContentCompliance
Lifecycle
ContentCompliance
Lifecycle
IBM Strategy forEnterprise Content
Compliance & Discovery
28
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
Source Connectors
11 22 33
Policy &
Task Routing
Engine
Task Connectors
IBM NATIVE FileNet P8 CM8 FileNet Image Services Tivoli Storage Manager
CUSTOM / OTHER Microsoft File System IBM Content Integrator CMIS
Target Connectors
MESSAGING / E-MAIL Microsoft Exchange Lotus Domino PST content Instant Messaging (3rd party) NSF content
FILE SYSTEMS Microsoft File System Desktops Other File Systems
OTHER Microsoft SharePoint Lotus Quickr IBM Content Integrator CMIS Tivoli Storage Manager Backup Tapes
CUSTOM API Support
INTERNAL TASKS Copy / Move / Delete / Stub De-Duplication Rules-Based Classification
EXTERNAL TASKS Records Declaration Advanced Classification Rendering (3rd party)
CUSTOM TASKS API Support / Partner Apps Encryption System Lookups 3rd Party Rules / Policy Mgt
Available nowFuture options
IBM Content Collection and Archiving ArchitectureModular and Extensible … Powered By New Task Routing
29
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
What is Basic Content Services (BCS)?What is Basic Content Services (BCS)?
Source: Gartner PCC Conference March, 2007
30
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
BCS and ECM TogetherBCS and ECM Together
Source: Gartner PCC Conference March, 2007
31
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
Microsoft SharePoint integration
Integration consists of 2 separate installable packages
– IBM FileNet Connector for SharePoint Document Libraries V2.1
– IBM FileNet Connector for SharePoint Web Parts V2.1
32
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
SharePoint
What is it?:
Collection of Web Parts which allow end users to interact with documents in FileNet P8 directly from the SharePoint browser UI
Why?:
Merges basic document management capabilities with the Microsoft collaborative user experience
Real-time access of P8 content from SharePoint – For example, captured images from other line of business applications which are not integrated with SharePoint.
Capabilities:
View/Browse/Search
Check in/out
Upload document
Edit
Edit properties
Delete
Personal Inbox (workflow tasks)
P8
Web Parts
Use Scenario #2
Supports:
WSS 3.0
MOSS 2007
IBM FileNet P8 4.0
33
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
SharePoint IBM Browse
34© 2008 IBM Corporation IBM CONFIDENTIAL
®
35
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
36
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
SharePoint
P8
IBM FileNet Connector for SharePoint Document Libraries V2.1
What is it?: SharePoint is the initial authoring environment for content, however content will ultimately be swept
into and accessed from the IBM FileNet P8 repository.
Why?: Provides basic content services and collaboration, but customers need a secure and centrally
managed repository which will ensure corporate accountability
Businesses need to store their high value content in a central repository, however provide a seamless and automated way for content to transition into an ECM repository
Capabilities: SharePoint-created content is moved into and managed by the ECM repository;
and deleted from SharePoint
Retention of created-by, modified-by metadata
“Sweeping" of pre-existing SharePoint site content
Automatic SharePoint child site discovery
Central Configuration Utility with common repository
Supports:
WSS 3.0
MOSS 2007
IBM FileNet P8 4.0
Use Scenario #1
37
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
DocClass
FilePlan
BPM
Content Manager, BPM &
Records Manager
Connector flow diagram
Transformation
Engine
Central Configuration
Utility
Monitors MOSS07 Libraries
Applies Rules and
Profiles
MOSS2007 andWindows SharePoint Services
Team SiteSharePoint Portal UI (Web Parts)
Browse P8 docs
Work on P8 tasks
Search P8 Docs…
Document Library
Other Web Parts for P8
38
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
Market & Customer TrendsWorldwide ECM Market Forecast
15%CAGRto 2008
$3.9B
15%CAGRto 2008
$3.9B44% Email/Archiving44% Email/Archiving
15% Business Process Management15% Business Process Management
8% Document Management8% Document Management
8% Imaging8% Imaging
GrowthGrowth
27% Records Management27% Records Management
OutpacesOverall
Software Market
39
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
Many organizations already planning to federate or migrate
email point solutions into a larger ECM strategy
Email Market is Evolving on Two Fronts
Email Archive Point Solutions Easier to Deploy and Maintain
Simple Archive Rules
Simple Retention Rules
Another Repository Silo
Evolving to Integrated Content Archiving
ECM Based Solutions Platform for Integrated Content Archiving
Context and Archive Rules
Comprehensive Retention, Hold and Destruction using full Records Management
Business Process Integration
Single Repository for All Archived Document Types
Characteristics of Both Archive Email and More
Mailbox Management
Support Legal Discovery
Email Supervision
40
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
Search & Access
Classify & Organize
Analyze & Summarize
Deliver Content Insight
Content Discovery
IBM Content Analyzer• Discover insight
IBM Classification Module• Auto-classification engine
IBM OmniFind• Enterprise Search
IBM OmniFind• Discovery Edition
41
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
IBM ECM Discovery VisionEnabling better business outcomes from enterprise content
From Chaos
to Order
New Visibility
& Insight
Disorganizedor Lost Content
Organized Contentin IBM ECM repositories
Insightful Contentvisibility & business insight
Content AccessIBM OmniFind Search
Content ClassificationIBM Classification Module
Search & AnalyticsSolutions
IBM Content AnalyzerIBM eDiscovery ManagerIBM eDiscovery Analyzer
42
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
The IBM eDiscovery Best Practices SolutioneDiscovery Manager
Tool for authorized IT users to help respond to discovery requests from legal
Replaces and extends former eMail Search product; now runs on P8 and CM8
Provides key functions for IT response to eDiscovery:– Creating cases, user profiles, assigning users
to cases
– Managing ESI in place for multiple cases
– Searching and culling case relevant ESI
– Holding and locking down the result set automatically
– Preview for relevancy
– Built-in change audit tracking, reporting authenticity and chain of custody
– Exporting result set in native format for detailed attorney review
Built on and integrated with ECM platform to leverage proactive ESI management
ECM PlatformECM Platform
Content Collection &
Archiving
Content Collection &
Archiving
RecordsManagement
RecordsManagement
eDiscovery Management & Analysis
eDiscovery Management & Analysis
AdvancedClassification
AdvancedClassification
Information InfrastructureInformation Infrastructure
ContentCompliance
Lifecycle
ContentCompliance
Lifecycle
1
32
4
5ECM PlatformECM Platform
Content Collection &
Archiving
Content Collection &
Archiving
RecordsManagement
RecordsManagement
eDiscovery Management & Analysis
eDiscovery Management & Analysis
AdvancedClassification
AdvancedClassification
Information InfrastructureInformation Infrastructure
ContentCompliance
Lifecycle
ContentCompliance
Lifecycle
11
3322
44
55
43
© 2008 IBM Corporation IBM CONFIDENTIAL
IOD 2008 | Enterprise Content Management
The IBM eDiscovery Best Practices SolutioneDiscovery Analyzer
IBM eDiscovery Analyzer* – early case assessment and smart culling to increase agility and lower review cost
Tool for legal analysts and supporting specialists:
– Quickly reduce case matter to a much smaller and relevant data set
– Gain early insight into a case, understand key facts, locate key pieces of evidence, and form early case strategies
– Flag, organize and prioritize documents for review
– Gain a clear view of available case matter to effectively negotiate queries and term lists during Meet and Confer
– Preserve chain of custody to ensure security, audit ability, and defensibility
Integrates with and analyzes cases created by eDiscovery Manager
ECM PlatformECM Platform
Content Collection &
Archiving
Content Collection &
Archiving
RecordsManagement
RecordsManagement
eDiscovery Management & Analysis
eDiscovery Management & Analysis
AdvancedClassification
AdvancedClassification
Information InfrastructureInformation Infrastructure
ContentCompliance
Lifecycle
ContentCompliance
Lifecycle
1
32
4
5ECM PlatformECM Platform
Content Collection &
Archiving
Content Collection &
Archiving
RecordsManagement
RecordsManagement
eDiscovery Management & Analysis
eDiscovery Management & Analysis
AdvancedClassification
AdvancedClassification
Information InfrastructureInformation Infrastructure
ContentCompliance
Lifecycle
ContentCompliance
Lifecycle
11
3322
44
55
*IBM Confidential – unannounced product details
44
© 2008 IBM Corporation IBM CONFIDENTIAL
Information Management Software | Enterprise Content Management
2009 Product Plan - Driving Themes
Expand IBM Leadership in Compliance and Discovery Offerings Deliver exclusive management of the complete content compliance lifecycle Drive new insight and business optimization through discovery offerings
Deliver the industry’s most robust, comprehensive ECM platform Fortify and simplify our ECM foundations Facilitate efficient, cost effective customer upgrades Deliver compelling value to our existing installed bases
Evolve portfolio into an “Agile ECM” platform Build nextgen application framework serving our entire portfolio, leveraging SWG breadth, and
foster an expanded ECM developer community Accelerate adoption with industry solutions investments
Expand ECM to everyone in the organization Deliver business content services, desktop integration and document management capabilities
differentiated value over and above Microsoft Leverage cross-IBM strengths and customer bases
45
P8 4.x Upgrade
Why move to P8 4. x
Will my P8 3.5.x applications work?
Best Practices for Upgrades
46
Why Move to P8 4.x?
Improved Architecture1
47
Reason 1: Architectural Improvements
COM-based CE Requires Windows domain GCD resides on CE Separate CFS-IS engine CE, PE authenticate
separately PE supports vertical scaling
only CE file store service not
farmable
Java-based CE No domain requirement GCD moved to DB CFS-IS built into server Single LDAP interface
PE adds support for horizontal scaling via farms
Full core-CE horizontal scalability
P8 3.5.x P8 4.x
48
Why Move to P8 4.x?
Improved Architecture1
2 Platform Independence
49
Reason 2: Platform Independence
Operating Systems– Solaris
– AIX
– HP-UX (HP9000 and HP Integrity)
– Linux (CE and AE)
– Windows
– System z on Linux – P8 4.5
Databases– MS SQL
– Oracle
– DB2
You can mix and match in an
environment!
You can mix and match in an
environment!
50
Platform Independence (continued)
Application Servers– IBM WebSphere– BEA WebLogic– JBoss
Directory Servers– MS Active Directory– IBM Directory Server– Novell eDirectory– Sun Java Directory Server– MS ADAM– Oracle Internet Directory
(Q2 2009)
51
Why Move to P8 4.x?
Improved Architecture1
2
3
Platform Independence
Flexibility and Scalability
52
Reason 3: Flexibility and Scalability
Content Engine & Application Engine– Traditional scalability options
• Vertical scalability • Horizontal scalability
– J2EE scalability • Traditional horizontal and vertical options• Multiple JVMs on a single server
53
J2EE Scalability Options – Traditional Horizontal Scalability
Physical ServerPhysical Server
JVMJVM
Port 7001Port 7001
Physical ServerPhysical Server
JVMJVM
Port 7001Port 7001
Physical ServerPhysical Server
JVMJVM
Port 7001Port 7001
Physical ServerPhysical Server
JVMJVM
Port 7001Port 7001
54
J2EE Scalability Options – Hybrid Option
Physical ServerPhysical Server
JVM 1JVM 1
Port 7001Port 7001JVM 2JVM 2
Port 7002Port 7002
JVM 3JVM 3
Port 7003Port 7003JVM 4JVM 4
Port 7004Port 7004
55
Process Engine What’s new?
– Server farming– All servers are active!
What does this mean?– Servers are never idle– Increased workload capacity
with low-cost servers– Virtually no failover time!
56
Why Move to P8 4.x?
Improved Architecture1
2
3
4
Platform Independence
Flexibility and Scalability
Performance
57
Reason 4: Performance
Retrieval rate of approximately 8 million documents per hour
Ingestion rate of approximately 6 million documents per hour
Extrapolated rates– Retrieval: 144 million objects over 24 hours– Ingestion: 96 million objects over 24 hours
Near linear growth in throughput Near linear growth in CPU utilization
58
Why Move to P8 4.x?
Improved Architecture1
2
3
4
Platform Independence
Flexibility and Scalability
Performance
5 New Capabilities and Features
59
Reason 5: New Capabilities and Features
Integration with Office 2007 and Sharepoint Integration with Lotus Quickr New DITA support for ADM Improved Enterprise Deployments
– Improved Caching– Enterprise Site Topology– Open SSO Support
60
Reason 5: New Capabilities and Features
Integration with WebSphere Tooling– Modeler, Monitor, Process Server, WSRR
Visio for process design Farming for high availability Isolated region backup & restore
P8 4.5 provides Agile ECM using iWidgetsProvide end-to-end ECM and BPM solutions across application development stages for multiple roles
Business User Business Analyst IT Developer
61
Reason 5: New Capabilities and Features
Improved Install/Upgrade Process
– Separate installation and configuration tools
– Version skipping
– Staged upgrades by component set
Improved Application Deployment
62
Topics
Why move to P8 4. x
Will my P8 3.5.x applications work?
Best Practices for Upgrades
63
Application Development Considerations
P8 4.x provides several API compatibility layers which applications can continue to use
Applications that do not need to utilize 4.x features require no transformation
Applications that need to leverage new features of 4.x will require modification
64
P8 Content APIs Overview
65
Application Development Considerations Cont’d Existing applications which utilize Content or Process
Engine 3.5.x Java APIs can take advantage of backwards compatibility provided by 4.x
3.x COM API can leverage 4.x backward compatibility but may require code changes
.NET applications using COM interoperability to access P8 will no longer work with P8 4.x
Be aware of event action changes
66
Topics
Why move to P8 4.x
Will my P8 3.5.x applications work?
Best Practices for Upgrades
67
Upgrade Process: A Three Phase Approach
1.Planning
2.Pre-Upgrade activities
3.Upgrade activities
68
Phase 1: Upgrade Planning
Category 1 – AE, PE and CE utilize existing hardware and no
changes to existing P8 environment Category 2
– Introduction of new hardware with no changes to underlying platform
Category 3 – Leveraging new technologies introduced with the P8 4.x
release
69
Phase 1: Upgrade Planning
Complete review of the system architecture and functionality
Identification of technical resources
Collect all pertinent system prerequisites and configuration info
70
Phase 2: Pre-Upgrade
Ensure that P8 components are at the required versions
Install and configure new hardware, if required
Install and configure new required 3rd-party applications
Install P8 4.x core elements and validate functionality
71
Phase 3: Upgrade
Upgrade core platform components
– Upgrade only after all issues on DEV and QA systems are resolved and understood
Upgrade additional components, Add-on’s
Have development staff review all custom applications to ensure functionality on DEV and QA systems, and implement fixes if needed
72
Why Move to P8 4.x?
Improved Architecture1
2
3
4
Platform Independence
Flexibility and Scalability
Performance
5 New Capabilities and Features
73
Summary
Lots of new capabilities with P8 4.x
Old work is easily re-used and leveraged
Upgrade requires a bit of planning, but is worth the investment!
74
Click to edit Master title style
Questions