OpenOffice/StarOffice Migration, a methodology in a professional environment

Transcription

1 OpenOffice/ Migration, a methodoogy in a professiona environment Herzich Wikommen. Herzich Wikommen. OpenOffice.org Conference Berin, 4.9.4, 5.5 h Lothar K. Becker Foie

2 What you wi see, and what you wi not see... You wi see... how to hande a migration project, which risk factors shoud be covered (out of eperience), with which process, toos or tasks for companies with more than empoyees (Office users) You wi not see... technica issues in detai (how coud I do this or that with SO/OOo) a guaranty for successfu migration (every migration is a risk) but a better chance for it soutions but a roadmap to soutions (because they are individua) Foie

3 Lower TCO the big chance of the migration, but... Parameter # Workpaces What, if...? 5 Licenses MS-Office Upgrade MS-Office new License Euro Maint./Assurance MS-Office Euro Personne Costs Empoyee Consutant et. Euro Education Training MS-Office [day] Training SO [day] Empoyee to be trained Participant/Track Trainer int./et. PowerUser # Days PowerUser,5, 5% 8% 5% 5, Migration new MS-Office-Version Man day Depoyment/Ro-Out MS-Office Man day Variants: Buy+Ass. MS -Migration Purchase MS-O. year Upgrade MS-O. year Buy MS-O every N years Software Assurance Upgrade every N years SO 5 - SO 5 - SO - Costs Types: Trainer Training Empoyees New License Fee Upgrade MS-O. year Renewa/Maintenance Depoyment Migration SO 5 SO Buy+Ass. MS SO Costs / year: Buy+Ass. MS SO 5 SO 5 SO Buy+Ass. MS SO SO SO Costs cumuated: Etra Charge MS-Office: Etra Charge / Year: SO/OOo - Migration Methodoogy Foie

4 When do you want to gain from ower icense fees? Parameter # Workpaces Licenses MS-Office Upgrade MS-Office new License Euro Maint./Assurance MS-Office Euro Personne Costs Empoyee Consutant et. Euro ,5, 5% 8% 5% 5, Migration new MS-Office-Version Man day Depoyment/Ro-Out MS-Office Man day Education Training MS-Office [day] Training SO [day] Empoyee to be trained Participant/Track Trainer int./et. PowerUser # Days PowerUser TCO cumuated Buy+Ass. MS SO 5 SO 5 SO SO/OOo - Migration Methodoogy Foie 4

5 The three migration risk areas (the three p's) Peope: Management Admin & support Users Partners & customers Processes: Workfow impacts Interdependencies Eceptions & conficts Products & Technoogy: Feature set, concepts User eperience rd party appications SO/OOo - Migration Methodoogy Foie 5

6 The Step-by-Step-.riess-Methodoogy START Need Goas DECIDE Mig.Strategy Inventory TCO Depoy LOOP Support Gain p.a. Mig.&Dev. Inf.&Edu. Lessons earned It's not just the path,..., but it's aso the path Foie 6

7 Define, what are your Goas of the migration Give an answer for: Why shoud we touch a running system? Innovation More Transparency in the fie format, etend office features Improve the independence of the Office suite Reduce the icense fees or administration costs... (individua Goas) Consoidation (constraints) Consoidate your fies and tempates Access to od documents must be guaranteed Integration of new Office suite in estabished workfows (not v.v.)... and not a one to one migration Foie 7

8 Inventory () Important: As-is Anaysis for hardware and software -environment and documents Typica customer status: just one Office product (e.g. M$ Office) a ot of od documents from different Office versions a ot of od versions of the same document a ot of reated tempates (e.g. a time sheet) for each team, group, project,... few documents, which are used permanent or ess than month ago (< 5% of a) important documents are stored centra and oca Which changes in hardware and software are panned? Foie 8

9 Inventory () Identify amount of fies, cassify which are compe, medium or easy to migrate (Anaysis wizard) and why Amount of fies vs amount of tempates Macro programming Layout or format issues... Workshop with representatives of user groups Inform (differences, features, icenses, private use,...) Ask about workfows, document usage, rd party appications, co-edit workfows (sharing doc's)... Get eampes of tempates (doc/dot, s/t, ppt/pps) Migrate such eampe-documents and vaue the resuts Foie 9

10 Migration Tookit Instaation with sef-running jar. Instaed Toos: Document Anaysis Wizard Macro Migration Wizard with preparation too Light-Version for Fie-Anaysis SO/OOo - Migration Methodoogy Foie

11 The resuts of the Anaysis Wizard Marketing Anaysis Wizard Migration Issues Anayzed 9/6/4 :5:5 Created by: Marketing Anaysis Wizard..46 Appication Documents (.doc) Tempates (.dot) Tota Number of Documents Anayzed Ece PowerPoint Spreadsheets (.s) 4 Presentations (.ppt) Tempates (.t) Tempates (.pot) Tota 5 Document modification dates Last Modified < months - 6 months 6 - months > year Tota Tota Document Modification Dates Number Totas 8 % % % % % % Tota Cost (MD) = 6,4 Hours Per MD = 7 Cost per Issue or Factor (min) Compe Issue Issue Count Comment Fase Document Custom Properties Fase 8 Document Parts Protection Fase Document Summary Properties Fase 8 Invaid Password Entered Fase Mai Merge Datasource True Password Protection Fase Issue Category Changes And Reviewing Content And Document Properties Issue Type Additiona Weighting Factors Prepared Issue Count Factor Count Costs (min) < months - 6 months 6 - months > year Documents with Macro Migration Issues Number of docs Compe Medium Simpe Ece PowerPoint Tota 4 4 Contros Fieds Appearance Fase Form Fied 5 True 6 Mai Merge Fied True Tabe Of Authorities Fied Fase 6 Tabe Of Contents True Type Document with Macro Migration Issues 4 Legend < months: Migrate to. - 6 Months: Carefu review to see if they shoud be archived or migrated to. 6 - Months: Quick review, either archive or migrate to the read/write XML fie format. > Year: Oder than year, archive to read-ony format such as PDF Format Custom Buet List Indees And References Tabe Of Authorities Fase Tabe Of Contents True Fase True None 4 Compe Medium Simpe None Objects Graphics And Frames Object In Header Footer Portabiity Eterna References In Macro - Modue, Cass or UserForm Number of Modues Number Of Eterna References 4 Embedded OLE Object True Linked OLE Object True SO/OOo - Migration Methodoogy Foie

12 Anayse-Tooset SO/OOo - Migration Methodoogy Foie

13 Define the migration strategy out of the inventory Estimation (% of documents, ) out of the inventory: Define the criteria of documents for: just archived % (PDF?), which must be migrated %, by which way and which one have do be created new Migration by Eperts (automatic, by hand) \/ end of adhoc-migration % Migration by User % (oad with SO/OOo, (correct), save) <---- Probems % After the adhoc-migration for archived fies there must be a Troube Shooting: st Leve interna eperts nd Leve eterna eperts Decide about the coeistence strategy, the support, how to hande MS-Access appications, what to do with the rd party appications... Foie

14 TCO Which cost driver must be covered? License fees (in different scenarios of coeistence) (per user) New hardware investments needed? ( ) nd & rd eve support costs (% of icense fee) Training costs for different user groups (power user!) (Training with #days) Migration costs (there are aso costs, if you just update the office version) (#days) Roout and maintenance of one or two office products (#days)... and a ot of individua cost drivers (rd party app.s...) Foie 4

15 Eampe for TCO/ROI: Insurance (5) Parameter: # Workpaces 5 Licenses MS-Office Upgrade MS-Office new License Euro Maint./Assurance MS-Office Euro Personne Costs Empoyee Consutant et. Euro Education Training MS-Office [day] Training SO [day] Empoyee to be trained Participant/Track Trainer int./et. PowerUser # Days PowerUser,5, 5% 8% 5% 5, Migration new MS-Office-Version Man day Depoyment/Ro-Out MS-Office Man day Variants: New Buy MS Buy+Ass. MS -Migration Purchase MS-O. year Upgrade MS-O. year Buy MS-O every N years 4 Software Assurance Upgrade every N years Costs Types: Trainer Training Empoyees New License Fee Upgrade MS-O. year Renewa/Maintenance Depoyment Migration New Buy MS Buy+Ass. MS Costs / year: New Buy MS Buy+Ass. MS New Buy MS Buy+Ass. MS TCO cumuated Costs cumuated: Etra Charge MS-Office: Etra Charge / Year: New Buy MS Buy+Ass. MS SO/OOo - Migration Methodoogy Foie 5

16 Migration & Deveopment () Project taioring for migration and roout Integrate office in ERP, CRM,... Deveop a tooset for different probems (ike data sources soutions for Access-DBs) Migrate & deveop per branch/unit/user group... Do a short As-is-anaysis per branch/unit/user group... and vaidate your strategy (Risk: suddeny there are new road bockers ike never seen rd party appications, databases...) Migrate tempates in different ways: With Migration too (batch) or by hand (adhoc, when used) Compe tempates coud aso be new deveoped (Chance for consoidation and new features) Foie 6

17 Migration Wizard (automated document & macro conversion) Macro Migration Wizard Thu Aug 9 5:: CEST 4 Created by Macro Anaysis & Migration Wizard Rev..4 Documents processed Document Summary Without Macros With Macros Fuy processed 9 5 Processing issues [refer to Errors and Warnings] Document Errors Migration Errors [see beow] Tota 6 View Origina and Migrated Macro Code Overview Name Library Soziahiferückbuchungen Vorage.stcStandard Modue Line Lines of Number of Count Code Procedures Path C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis Soziahiferückbuchungen Vorage.stc Standard DieseArbeitsmappe Makros TSTDATEN.sc r.stw n/a n/a C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis Standard Formate C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis r.stw Standard AutoEec 9 7 C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis r.stw Standard roem_zahen 94 8 C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis r.stw Standard ZimmerNrForm C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis r.stw Standard Bausteinchen C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis r.stw Standard Standard LadeVorage Maiing 8 7 C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis Standard Tetbaustein 98 5 C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis Standard VorAuswah C:\Dokumente und Einsteungen\Lothar K. Becker\Eigene Dateien\riessappications\Projekte\LiMu\Migrationsergebnis r.stw r.stw r.stw Foie 7

18 Migration-Tooset SO/OOo - Migration Methodoogy Foie 8

19 Gaining independence of the office suite with... XML/standard based fie format (vs. proprietary fie format) Impement business ogic out of office suite via UNO API and the Java UNO Wrapper for easier API programming Migration of Access-DBs to a standard DBMS (with stored procs & triggers) and usage of the OOo/SO data piot functions for the user interface (n-tier appications) Foie 9

20 Beside the technica migration... Risk factors beside the technica migration issues Lack of competence in consoidation decisions Technica issues are used for poitics No user time frame for migration tasks (daiy business first) Fauts in the migration are used for a bad product image No or bad reporting for project controing Need: Good project management and customer interna management support SO/OOo - Migration Methodoogy Foie

21 Inform & Educate Inform about... Why do we migrate? (Goas, costs) Simiarities and differences with the od office suite Free avaiabiity of OOo for private usage (aso with a business SO-icense) Successfu migration of other units/groups/teams... Training concepts for different user groups different training (norma day, power days) -> often it's the first office course for norma users Train the new macro/basic programming anguage Train the trainer concept? (promote new eperts) make office suite documentation avaiabe Foie

22 Depoyment & Roout Migrated tempates and fies in the same directory structure Desktop or Server Instaation? Desktop (CPU,RAM, OS) Server (via Citri-Metaframe, chance for reduced administration tasks) User groups with both words (Linu desktop with vmware)... Software ogistics (test it with ogging and response information from the desktop) Foie

23 Support Different support eve: st eve identified epert, nd eve it-department (motivation for the od support staff) You wi need a rd eve support for mission critica office use: a ot of professiona companies, SUN deivers the same SO-support for OOo for a fee Deiver a maimum support during the first month after the migration ike a foor service (and you wi gain 5% more convenient office user) Deue: Support the power user with macro programming... and you wi gain the same feibiity for power user as with the od office suite Foie

24 For further information contact... Lothar K. Becker... o r in th e... o eh r i bi.riess appications gmbh Fra at tio th 6 n na k Draisstraße Lin fur rea 8 th u t / 767 Karsbad M Wo O rd durin ctob (Ha g t er Teefon: in 4 h e. A Emai: othar.becker@riess.de 6 ) Web: SO/OOo - Migration Methodoogy Foie 4

25 Java UNO Wrapper The fu version of the Java UNO Wrapper generates and compies a required wrapper casses on the fy whie programming against the UNO interface. Using these wrapper casses improves the Java programming of / OpenOffice in a coupe of ways: * Simpified socket connection with / OpenOffice * Simpified access to ComponentFactory and Desktop * Encapsuates access to sot commands and fiters * UNO services / objects directy accessibe through wrapper casses, containing a services, Interfaces, methods, factories and properties. * Methods for property access have strong typed signatures. * Wrapper methods are competey documented using Javadoc and have readabe namings by etracting a required informations from the IDL fies, that are part of the OpenOffice SDK. Foie 5