Moving file shares to ibm file net p8 summary
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This document provides a methodology for moving file shares to IBM FileNet P8. It recommends developing a repeatable process that includes analyzing, cleaning, configuring, ingesting and classifying content. Key steps are choosing a migration strategy, developing a controlled vocabulary, and understanding how information is used. The document also lists roles needed and assumptions, risks, and user interface considerations for the migration.
Moving file shares to ibm file net p8 summary
- 1. Moving File Shares to IBM FileNet P8 SummaryDavid ChampeauIBM FileNet Certified ProfessionalAIIM ECM MasterAIIM BPM PracitionerAIIM IOA Practioner
- 2. MethodologyChoose a strategyDay forwardDay forward with ArchiveCompleteDevelop a repeatable processMake it cookie-cutterDevelop an information management planSpend a lot of time analyzing the informationSpend a lot of time cleaning and deletingE.g. Birthday and retirement photosIf not touched past a certain date - delete
- 3. MethodologyDevelop a controlled vocabulary (taxonomy)Keep it simple in the beginningDevelop a security methodologyFolder and document securityUse existing security groups or create newMultiple user interfaces requiredUnderstand how information is usedDifferent content has different requirementsLearn how to apply the DM features of IBM FileNet P8Develop a training plan and “train the trainer”Develop a support planUnderstand that this is just the first stepKeep it simple
- 4. Example Repeatable ProcessA repeatable processAnalyzeCleanConfigureIngest and ClassifyReviewPost-configureTestTrainGoEach group will have something unique
- 5. File Share Migration Tool KitIBM Content AnalyticsDiscover, Visualize and refine unstructured contentIBM Classification ModuleAutomate the organization of unstructured contentIBM Content CollectorArchive and de-duplicate content into IBM ECM systemsIntegrates with Classification Module and Records Management
- 6. File Share Migration Tool KitIBM FileNet Content ManagerCore content management solutionContent federationCollaborationDITA and XML supportIBM FileNet Business Process ManagerDocument centric process managementSupports IBM FileNet eForms and Lotus Forms
- 7. File Share Migration RolesProject Manager IBM FileNet P8 ArchitectNetwork ArchitectSecurity ArchitectStorage Architect TaxonomistSystem Administrator for Operating SystemSystem Administrator for Application ServerSystem Administrator for IBM FileNet P8Training Developer
- 8. File Share Migration AssumptionsLittle to no custom code will be requiredThe network will support the bulk movement of content from the file shares to the content management systemWith a well-defined process the average time to move a group of users from file shares to a content management system is 2-3 weeks (based on actual project) depending on volume and complexity.
- 9. File Share Migration RisksMoving from file shares to consolidated content mgmt system = switching from LAN to WANRisk is that the network will not support the movement of large files in a timely fashionAnswer is to distribute part of the system closer to the usersUsers will not accept the system if the user interface is not easy to use, intuitive and improves their experienceUsers will be using the new system at the same time that others are being migrated and content is being ingested. The architecture must support this.
- 10. User InterfaceUsers are used to the “tree view / list view” found in Windows ExplorerOne option is the Browse of Workplace XTA better option is FileNet Integration for Microsoft Office 1.1.5The new version I saw at IOD 2010 is ready for prime timeThis will lead them into using the ECMS for collaboration instead of email
Editor's Notes
- #3: Day forward – move nothing, configure security groups and folder structures, templates, etc. User add content.DF w/Archive – Ingest content into read-only archive. Configure new repository same as DF. Users search ROR and move necessary content into DFAComplete – Build new repository and ingest all content. Tag content as desired.
- #4: Dm = Document Management
- #5: Analyze and analyze some more