WebCenter Content 11g Upgrade Webinar - March 2013
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
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
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
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
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
Editor's Notes
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.
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.