Answers on EMC CenterStage and eRoom-to-CenterStage Conversion

EMC’s CenterStage is the next chapter in the evolution of EMC’s collaboration products. CenterStage has origins dating back to the 1980s. At that time, VAX Notes was a commercial product that provided threaded discussion for Digital Equipment Corporation’s peak 130,000 employees, including me, and their customers’ employees. VAX Notes had been influenced by earlier work at University of Illinois’ Computer-based Education Research Laboratory (CERL). VAX Notes provided the inspiration for the blockbuster Lotus Notes product, released in 1989, which enabled solutions for many of my clients. Later, key Lotus Notes employees left to start Instinctive Technologies which shipped the eRoom product in 1997. Based on the success of the product, they changed the name of the company to eRoom. eRoom is the collaboration product offered by EMC today via EMC’s acquisition of Documentum in 2003 and Documentum’s prior acquisition of eRoom in 2002. With EMC’s new CenterStage, now there is a product that combines the best of eRoom, Web 2.0 functionality, and the enterprise content management capabilities of EMC’s Content Server

We at Crown have been anticipating CenterStage since our first conversations with EMC regarding the next stage in collaboration in August 2006. As a result of these conversations, Crown has been selected by EMC to be the sole provider of eRoom to CenterStage conversion software. Crown has incorporated its proven Buldoser technology into the RedCarpet and Buldoser Center products, which convert eRooms directly to CenterStage.

Since EMC’s CenterStage product has become available in beta version in September 2008, Crown has presented at many webinars and user groups about CenterStage. Some of the questions and answers from those sessions follow in this post.

Crown’s Buldoser technology, which has been continuously accredited since 2004, and extensive Extract Transform and Load experience make Crown the ideal party to help eRoom customers convert to CenterStage. If you have a question not answered below, please contact Crown at info@crownpartners.com.

Q1: Does CenterStage have the same concepts of access control, both by membership (groups/roles) and by item or folder-level access control (restricted access, hidden items)?
A1: Yes, all the eRoom features in this area come through
Q2: Can you use the Document Storage product component of CenterStage without the other new Web 2.0 components?
A2: The CenterStage Essentials version is a "limited" release of CenterStage. It does include storing documents in folder and attachment boxes like in eRoom, plus a few other features. There is no charge for this version.
Q3: I saw the term "data tables" in CenterStage features. Is that the same as the database function in eRoom?
A3: Yes. The feature is renamed in CS as "Data Tables" (much to the delight of database purists J ).

Q4: Is there a move from EMC to focus more heavily on new technologies (such as web 2.0) and move away from the more recognized features that eRoom has now?
A4: No. CenterStage has been built to leverage all the great features that eRoomers love in it today. Virtually all eRoom items (like Polls, Databases, etc.) will be made available in CenterStage within the current product roadmap. It also strives to "marry" the current eRoom features with newer Web 2.0 technologies that are now flourishing (Blogs, RSS, Wikis, etc.).

Q5: Can eRoom be converted (upgraded) to CenterStage Essentials (CSE)?
A5: Yes, if you are using eRoom today and want to replace it with CSE, you can convert your data accordingly. But not all eRoom features are available in CSE, so you would lose them. If you are using eRoom primarily for document storage, then you may be fine.

Q6: Is it possible to use eRoom and CenterStage Essentials (CSE) at the same time?
A6: Yes. An organization could have both applications running in their environment, but there would be no direct connection between them (like eRoom enterprise with Content Server).

Q7: Will the updates to the RedCarpet utility for migration go hand in hand with CenterStage changes?
A7: Yes. RedCarpet and Buldoser Center are "in synch" with CenterStage. Just note that with each new release of CenterStage, there could be delay of several weeks of the RedCarpet and Buldoser Center releases to ensure that it has been fully tested with the very latest release of CS.

Q8: In an eroom to content server migration using Buldoser Center, how are eRoom databases dealt with (things like field names, drop-down lists etc)?
A8: It is the intention with every feature in eRoom to have it move into CenterStage with the same data. So an eRoom database will convert to a "data table" in CenterStage, including all fields, records, access control, discussion areas, change logs, attachments, etc. If there is anything that cannot be converted it will be clearly documented.

Q9: How will it be addressed if certain objects throw an error when converting? Will there be developer support available to support such incidents?
A9: A report is generated after every data conversion pass from eRoom to CenterStage. It shows what has been copied successfully and what has not. There is then an opportunity to address the specific objects which failed the conversion. Then, with RedCarpet, you re-run the entire data conversion batch. With Buldoser Center, you only need to select the "exceptions" or "failed objects" and re-run those. Yes, blocks of Developer Support hours may be purchased and used to troubleshoot errors.

Q10: How will eRoom indexes be migrated? Do we have to re-index all content post migration?
A10: You will need to re-run those indexes in CenterStage.

Q11: Does RedCarpet or Buldoser Center also work with Documentum Content Server (not just CenterStage)?
A11: Yes, Buldoser Center was built in large part for migrations to Documentum Content Server.

Q12: In the case of eRoom approval databases, will RedCarpet be able to handle the different stages of approval--in other words, will it bring over all approval steps, even those that are "in progress"?
A12: Yes, RedCarpet is planned to process the different types of eRoom databases, including Issues(approval process) data bases. As long as CenterStage has a corresponding, consistent location or feature where the data can be moved, even details such as approval steps will convert as needed.

Q13: Do you support the migration of a Community Member List? Does CenterStage have an equivalent "community"?
A13: Yes, there is the concept of "local members" in CenterStage (in addition to the LDAP directory), and members from eRoom will be imported accordingly. Group and community member lists will be transferred. “External” eRoom users will be transferred into Documentum as “inline” Documentum users.

A Call For Urgent Investment in Consolidation, Productivity, and Customer Relationships

Making good investments is as important as it ever has been. Times of economic contraction demand investments that reduce costs, improve productivity, and enhance relationships with customers. In addition to the drag of slow or negative growth in the market as a whole, businesses that abstain or are unable to make these investments will also suffer loss of market share.

Reducing costs by consolidating redundant systems is a good investment. Redundant systems spring up in times of rapid growth, when increasing capacity to satisfy an expanding market dominates other considerations. Now is the time to reel-in those redundant deployments and reduce indirect cost per unit of output. Consolidate before market growth returns, because once market growth returns, the focus will again be on expanding capacity and there won’t be time to consolidate.

Improving productivity is a good investment. As experience accumulates and technologies evolve, opportunities arise to do things more efficiently. Now is the time to harvest the benefits of experience and technology developed while markets were growing. Increase productivity now, before market growth returns, because once market growth returns, the accelerating pace of business will make it more difficult to adopt productivity enhancing practices.

Improving relationships with customers is a good investment. If customers are spending less, it’s all the more reason to retain existing customers and attract new ones. If the competition is in disarray resulting from changing financial circumstance, now is the time to strengthen customer relationships. Traditional “pounding the pavement” approaches to customer acquisition have been outpaced by web and e-marketing approaches. Don’t wait for the competition to regain its footing. Work quickly to strengthen the loyalty of existing customers and reach out to new customers via web and e-marketing.

For each of the good investments, one question that remains is how to get most benefit per dollar of investment. For more information on the use of information technology to get the best return, visit the resources below.

• The use of extract, transform, and load technology for consolidation is in “The Critical Role of Extract Transform and Load Solutions for Enterprise Content Management”

• Further perspective on business process management and the related productivity gains is in Mark Travers’ KM World article, "Business Process Management: A Strategic Imperative for a Down Economy"

• A web and e-Marketing approach to strengthening customer relationships is outlines in my previous blog post, "The Foundation for WAM Solutions: Speed and More..."

Consolidation, productivity, and customer relationships are all good investments and should be pursued urgently during this phase of the economic cycle. Any one of these good investments gets even better to the extent that multiple objectives are addressed with one initiative. There are many ways that these investments can be made to address cost reduction, productivity enhancement, and customer relationships all at once. My colleagues and I at Crown are eager to identify and realize exactly those investments with you. That's making a good investment great.

Going from Good to Great on the Fifth Anniversary of Buldoser Accreditation

Crown’s Buldoser product is celebrating its fifth anniversary of accreditation awarded by Documentum and EMC. Having been in commercial use as a Crown project utility since 2001 and licensed as a supported software product since 2003, Buldoser was first accredited as Designed for Documentum in 2004. It has been continuously accredited during the five intervening years.

Much has changed during Buldoser’s life, and much has stayed the same. Crown’s Buldoser initially became popular as an alternative to “Dump and Load” and home-grown approaches for moving content. In the early days, Buldoser moved content among Documentum repositories, file systems, and ODBC-compliant information stores. The changes in Buldoser’s life have occurred via four major releases and supporting minor releases. Now Buldoser has broadened into a family of extract, transform, and load (ETL) products. The family includes Buldoser, Buldoser Center, and RedCarpet. These products each have a distinct and complementary purpose. As a family, they address a wide range of use cases such as migration, archiving, synchronization, and others. Beyond the traditional Buldoser source environments, additional source environments have been added, including FileNet, Lotus Notes, SharePoint, ApplicationXtender, and eRoom. (For a more detailed review of the current evolved state of the products, reference “The Critical Role of Extract Transform and Load Solutions for Enterprise Content Management” in the Crown resource library at http://www.crownpartners.com/home/login.jsp)

Crown’s consistent investment in ETL products is based on the flywheel concept presented in Jim Collins’ “Good to Great”. Using the concept, Crown’s ETL products have gained maturity and momentum through steady, sustained investment over a period of years. Crown has made the investments in much the way one would apply consistent force to accelerate the spin of a heavy flywheel. Like the optimal force applied to a flywheel Crown’s investments have been a steady vector, always aligned toward a single direction, always continuing to accelerate the fly wheel.

Most important in the life of Crown’s ETL products have been the experience and loyalty of Crown customers. The passion they share for Crown products and their collaborative engagement with Crown has brought the ETL products to the milestone of the five year anniversary of Buldoser’s accreditation. The partnership around the ETL products continues, and as more a more customers join in that partnership, the flywheel of these products accelerates from good to great and beyond.

CMIS is Showing Promise

Standards development is slow and standards implementation is slower. Proposed standards are reviewed and revised to make a first generation standard. Even the participants in the standards process make implementation investment cautiously, if at all. Competing standards vie for prominence and succeeding generations of the standard emerge, but implementation investments remain scarce. In rare cases a version of a particular standard wins confidence across a community of stakeholders, the implementation investments begin to flow, and the investment in the standard begins to pay off. While JSR 170 and JSR 238 have failed to gain momentum, the next generation standard, CMIS shows promise of paying off.

The JSR 170 and JSR 283 standards have been in development since 2002 and 2005 respectively. They are designed to make application functionality portable across content repositories from different vendors, protect investment in content management applications, to foster an increase in commercially available content management applications, and encourage increasingly lower prices for content management repositories. JSR 170 and JSR 283 were unduly influenced by smaller players and did not protect significant investments of major stakeholders. The required support did not emerge for these standards, the investment never materialized, and there’s been no impact on the marketplace.

The experiences from JSR 170 and JSR 283 are reflected in a next generation standard, Content Management Interoperability Services Specification (CMIS). CMIS shows promise because:
- CMIS reflects the interests of the EMC, IBM, and Microsoft customer bases, and shows promise of winning support from across the community of stakeholders.
- CMIS is planned to protect existing vendor and user organization investments. CMIS will not require major product changes or significant data model changes.
- Aggressive standard approval timelines have been set with an objective of initial standard approval by OASIS in 2009.
- Even though the standard is not yet approved, expectations for product implementations are already being set. For example, IBM has identified CMIS as its plan for integrating its Lotus and enterprise content management products.

Archiving and electronic legal discovery are applications of increasing importance to Crown customers who are making investments in these areas to reduce operating costs, increase efficiency, and reduce risk. The CMIS standard is particularly suited for enabling further automation of archiving and legal discovery when the standard is leveraged using an Extract Transform and Load (ETL) utility such as Crown’s Buldoser Center. Crown is already adapting the design of Buldoser Center to take advantage of CMIS when EMC, IBM, and Microsoft implementations become available. (Some early CMIS functionality is already available and Crown is using it.) CMIS, in conjunction with Buldoser Center will make it easier to expand the sources that can be addressed with Buldoser Center and expand the advantage that Crown provides to its customers. CMIS is showing promise, and Crown is ready to leverage it.

Enabling Product and Installed Base Consolidation

Organizations consolidate diverging and rogue infrastructures to reduce cost and improve efficiency. Infrastructure consolidation is increasingly popular among users of software, and Crown enables those consolidations (see “Enabling Consolidation with Universal ETL”). Software vendors also need to undertake consolidations. They need to consolidate products and the installed bases of customers for those products.

An example of vendor consolidation from the automotive industry is Ford’s acquisition of Jaguar. When Ford acquired Jaguar, it maintained the Jaguar brand and distribution channel, but supplied Jaguar manufacturing with many of the same components that were used across other Ford models, especially Taurus. The idea was to keep serving the same customers, but reduce costs by consolidating the manufacturing.

Like the Ford-Jaguar example, software vendors also need to consolidate products. When Oracle acquired Stellent, it planned to consolidate the Stellent product with its own Oracle Content Data Base. When Open Text acquired Ixos and Humingbird, it planned to consolidate those products into its own Livelink product. FatWire acquired OpenMarket product from Divine with the plan to consolidate with its own products.

In the case of software product consolidations, one product of the two consolidated products is typically considered the strategic product. Customers using the non-strategic product will be required to undergo a conversion to adapt their information to fit the design of the strategic product. To keep customer loyalty and sustain maintenance revenues, vendors need to make that conversion as easy as possible.

Crown’s Buldoser technology is commonly used to enable conversions, and can be adapted to perform conversions on a mass scale to convert an installed base of customers. Most recently, Crown has adapted its Buldoser technology to converting the world-wide installed base of EMC’s eRoom customers to EMC’s strategic product, CenterStage. Crown’s technology is the only technology endorsed by EMC for the eRoom to CenterStage conversion. To make the conversion from eRoom to CenterStage as easy as possible, Crown has not only adapted the Buldoser technology, but has also created specialized branding, marketing, product support, professional services and distribution capabilities.

Crown’s hybrid software and professional services capabilities are well suited for migration, archiving, and upgrade of individual businesses. The same hybrid software and professional services capabilities wrapped into an integrated program, are well suited to conversion of a large installed base of customers. While Crown possesses unique capabilities for migration, archiving, upgrade, and installed base conversion, Crown is not resting on its laurels. Crown continues to make investments in software technology, professional services, marketing, and support capabilities to allow fluid consolidations on individual-business or installed-base scales. On behalf of the Crown leadership team, we are eager to assist with your conversion needs, large or small.