ISSC Digital Experience Upgrade Offerings
2H 2014
Rich Rosetto
ISSC Solution Architect
rarosett@us.ibm.com
Digital Experience Upgrade Value Assessment
Define business and technical benefits of upgrading to the latest version of Portal & WCM
Pre-requisites
What we need from you
• Deployment of IBM Digital Experience software on any
version before the current one.
• Business and technical stakeholders to attend a
workshop.
• Access to technical information / personnel about current
deployment
Free to qualified
customers
1-2 weeks
Digital Experience Upgrade Value Assessment
• Deliver an upgrade value assessment workshop
• Use structured, metrics-based method to assess status of
current deployment
• Interview key stakeholders about value experienced from
today’s deployment of IBM Software, and future areas of
investment
• Enable your teams on features in the latest product
versions
• Align those features to known business requirements
• Create upgrade roadmap, identifying areas of technical
challenge
Deliverables
Benefits
• Provides technical enablement with new features
• Delivers a road map for upgrading
• Identifies the business & technical benefits of upgrading.
• Aligns product capabilities with your future vision and
plans.
• Helps establish the return on investment of an upgrade.
© 2014 International Business Machines Corporation
1-2 FTE
2
Digital Experience Upgrade Value Assessment
Agenda Summary
• Introductions & Agenda
• Review of Customer Business Goals / Vision
• Discussion of Known Challenges and User Feedback
• Digital Experience v8.5 Overview and Demo
• Technical Deep Dives – Optional Sessions
• Technical Assessment
• Upgrade Overview, Planning and White boarding
• Informal Feedback to Stakeholders and Next Steps
© 2014 International Business Machines Corporation
3
Digital Experience Upgrade Planning
Create a detailed plan for executing an end-to-end upgrade project
Pre-requisites
What we need from you
• Deployment of IBM Digital Experience software on any
version before the current one.
• Access to technical information / personnel about current
deployment
3 weeks
Digital Experience Upgrade Planning
• Review non-functional requirements and analyze existing
environment
• Identify project dependencies
• Determine new features and functionality to be
implemented
• Review components to be upgraded
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Deliverables
Benefits
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• Prepare for upgrade implementation with IBM Digital
Experience experts
• Identify potential risks and mitigation strategies based on
IBM experience with similar projects
Infrastructure architecture diagrams
Step-by-step upgrade procedure plan
Test plan
Architectural decisions documentation
© 2014 International Business Machines Corporation
Design target infrastructure model
Identify project risks and mitigation strategies
Create step-by-step upgrade plan
Design test plan
Make key architectural decision
4
Digital Experience Upgrade Accelerator
Accelerate and de-risk product upgrade, by using cloud-based migration approach
Pre-requisites
What we need from you
• Old WebSphere Portal or WCM deployment (any version)
• Ability to export current configuration to IBM servers
hosted in the secure IBM cloud
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Export portal and WCM configuration for upgrade
Set up new on-premises portal deployment
Custom code migration, portlet updates etc
Testing and promotion to production of migrated config
4 weeks
Digital Experience Upgrade Accelerator
Evaluate
• Review existing infrastructure and site design
• Identify any components not to
• Complete migration questionnaire to identify high-risk or
custom artifacts, and agree plan to handle these
• IBM will upgrade from artifacts to current version, and
validate that the server starts up
• [Optional] Upgrade theme to HTML theme architecture
Migrate
• Export portal database and WAS profile to IBM cloud
Deploy
• Deliver upgraded portal configuration to customer for
reintegration into a new environment
• Provide test support and resolve issues
Deliverables
Benefits
• Upgraded configuration and content accessible, ready to
reintegrate into your environment.
• Accelerate and de-risk product upgrade.
• Focus on functional benefits of upgraded software rather
than resolving upgrade glitches
© 2014 International Business Machines Corporation
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Digital Experience Upgrade Accelerator
Customer on-premise environment
Source
• Any supported Portal/WCM version
• Export source environment
• File system and DB copy
• Or staging to production
Target
• Portal/WCM 8.5
• Initial deployment to pre-production
• File system and DB copy
• Or staging to production
• Validation testing
• Deployment to Production
© 2014 International Business Machines Corporation
SoftLayer Migration Sandbox
•Matching Portal/WCM
version of source environment
•Portal/WCM 8.5
•Validation testing if VPN
access provided
6
Digital Experience Upgrade Accelerator – Approach Matrix
O/S: Linux or Windows
O/S: Other
VPN Access
Approach: Cloud
Input: File system and DB copy
Testing: Cloud
Output: Deployable PAA package
Approach: Cloud
Input: XMLAccess export and syndication
Testing: Cloud
Output: Deployable PAA package
No VPN Access
Approach: Cloud
Input: File system and DB copy
Testing: On-prem post deployment
Output: Deployable PAA package
Approach: On-prem
Input: Direct access to on-prem source
Testing: On-prem
Output: Migrated on-prem environment
Note: Support for O/S other than Linux or Windows requires 2-way VPN access between
on-prem and cloud environments.
© 2014 International Business Machines Corporation
7
Direct Path Migration from v6.1.x to v8.5
• Supported path from v6.1.x to v8.5 is a two-stage migration
• This offering provides an upgrade path that eliminates the
intermediate stage
• Only available through ISSC (initially)
• Benefits
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No need for additional infrastructure for intermediate step
Eliminates duplicate validation testing cycles
Reduces number of steps required for migration
Reduces complexity, project risk, and cost
• Customers who are near end of life can get current more easily
© 2014 International Business Machines Corporation
8
Digital Experience Platform Upgrade
Design, manage and implement an upgrade to the latest version of IBM Digital Experience
Pre-requisites
What we need from you
• Deployment of IBM Digital Experience software on any
version before the current one.
• Ability to export current configuration to IBM servers
hosted in the secure IBM cloud
• Access to your current deployment
• Technical personnel to assist with understanding of
current solution.
• Regression and user acceptance testing
5 weeks – 5
months
Digital Experience Platform Upgrade
Evaluate
• Review existing infrastructure and site design to
determine components to migrate and appropriate
approach to take
Deploy
• Deploy new v8.5 environments
• Deploy customer application to the new environments
• [Optional] Upgrade theme to HTML theme architecture
Migrate
• Potentially, use upgrade accelerator to accelerate
application upgrade
Test
• Perform initial upgrade testing to validate success
• Support customer regression and user acceptance testing
Deliverables
Benefits
• New environments deployed and configured
• Your application, deployed into these environments
• Upgrade to the latest IBM Digital Experience software, by
IBM experts and backed up by the product development
team
• Retain your custom solution, and access new functionality
© 2014 International Business Machines Corporation
2-6 FTE
9
Upgrade Activities
Testing
Deployment
Enhancements
Planning
Knowledge
Transfer
Infrastructure
© 2014 International Business Machines Corporation
Migration
Project
Management
10
© 2014 International Business Machines Corporation
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