oracle webcenter content: how to migrate content … such as siebel, e-business suite, peoplesoft,...

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ORCHESTRATE. ACCELERATE. LIBERATE. Oracle WebCenter Content: How to migrate content across environments Author Name: Robinson J Author Company: KBACE Technologies Pvt. Ltd. Contact Details : Phone Numbers: Work : +91 80 41121700│Extn: 6564│Mobile :+91 9611120039 Email: [email protected] Nov 9, 2013

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Page 1: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

ORCHESTRATE. ACCELERATE. LIBERATE.

Oracle WebCenter Content: How to migrate content across environments

Author Name: Robinson J

Author Company: KBACE Technologies Pvt. Ltd.

Contact Details : Phone Numbers: Work : +91 80 41121700│Extn: 6564│Mobile :+91 9611120039

Email: [email protected]

Nov 9, 2013

Page 2: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Agenda

Why Oracle WebCenter Content

Need for Content Migration

Steps involved in Content Migration

Conclusion

Page 3: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Why Oracle Webcenter Content

3

Introduction

• Oracle WebCenter is a strategic approach to enterprise content

management. It ties content capabilities in seamlessly with enterprise

applications such as Siebel, E-Business Suite, PeopleSoft, and JD

Edwards.

• Built on the Oracle Fusion Middleware stack.

• Provides out-of the-box tools to extend content management

functionality into custom applications.

• Extremely scalable for large global enterprises.

Page 4: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Why do we need to migrate content

4

Content change across the enterprise

Development to production cycle

Frequent change requests and yet dynamic content

Middleware stack upgrade

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© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Oracle WebCenter Content Flow

5

Page 6: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Content Structure

6

Arrangement of folders and files in Oracle Webcenter Content.

Page 7: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Steps in Content Migration

7

Evaluate the content

Mapping the Meta

Data

Migrate the content

Test and Review the migration

Page 8: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Evaluating Content Step1 Step2 Step3 Step 4

Check if the content necessary, or does it need to be deleted? 1

Qualitative Assessments

Will the remaining content migrate or stay behind (and if stays behind, will it be deleted or archived)?

2

How much clean up and revision does the migrating content require?

3

Quick check on the guidelines-styles and branding

4

Page 9: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Mapping Metadata

9

Step1 Step2 Step3 Step 4

• Mapping metadata to migrate

• Render all content searchable, refinable, sortable,

filterable, displayable

Mappin

g M

eta

data

Page 10: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Configuration Migration

10

Step1 Step2 Step3 Step 4

• Tool provided by Oracle to migrate the configuration.

• Configurations include metadata, profile,security,users etc. . This tool is used

to create configuration bundles which can be exported from source instance

and imported to target instance.

Configuration Migration Utility

Page 11: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Configuration Migration

11

Step1 Step2 Step3 Step 4

List of Configurations

Page 12: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Configuration Migration

12

Step1 Step2 Step3 Step 4

Metadata

Page 13: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Steps in Configuration Migration

13

Step1 Step2 Step3 Step 4

Enable config migration in source

instance

Create configuration template

Export the Configuration as

bundle

Import the bundle at the Target instance

Page 14: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Steps in Configuration Migration

14

Navigating to component management page

Step1 Step2 Step3 Step 4

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© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Configuration Migration

15

Manage different components in Oracle UCM

Step1 Step2 Step3 Step 4

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© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Configuration Migration

16

Components can be enabled and disabled in this screen

The UCM needs to be restarted to reflect the changes

Step1 Step2 Step3 Step 4

Page 17: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Configuration Migration(Continued)

17

Configuration Template

Select Configuration Templates from Option and Select ‘Create New Template’ from the drop down and select ‘Add Dependency’

Step1 Step2 Step3 Step 4

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© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Configuration Migration (Continued)

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Select ‘Save’ and provide the name of the configuration

Select the template saved in the previous step and select the action as Export

Importing the bundle in Target environment

Step1 Step2 Step3 Step 4

Page 19: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Configuration Migration (Continued)

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Browse and upload the bundle downloaded in the previous step .

After the upload the bundle gets listed .Preview to check if all the configurations were uploaded.

On the import preview page , select the option to import the configuration as well.

Step1 Step2 Step3 Step 4

Page 20: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Migrate Content

20

Step1 Step2 Step3 Step 4

Content migration is done through Archiving

process. Archives are created out of the content

to be exported at source instance and imported

at target instance

Archiver - A Java applet for transferring and

reorganizing Oracle Content Server files and

information. Archiver is used with the migration

utility to migrate a complete Oracle Content

Server instance, including content, from one

system to another.

Migrate Content

Page 21: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Steps in Content Migration

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Enable Folder Migration Archive in source and target

instance

Create Collections

Export the Collection as batch

files

Import the collection at the Target instance.

Step1 Step2 Step3 Step 4

Page 22: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Migrate Content – Enable Folder Archive

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• Enable Folder Archive Configuration on both target and Source servers

Navigate to Admin Server->Component Manager->Advanced

Component manager . Enable the FolderStructureArchive

Select the archive name and content from Folder Structure Archive

option

Step1

Step1 Step2 Step3 Step 4

Page 23: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Migrate Content- (Select Content)

23

Step 2

Step1 Step2 Step3 Step 4

Page 24: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Content Migration (Export content)

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Opening Archiver

Admin Applets -Archiver – This will open a Java Applet with option to select the archive and export the bundle.

Export the Archive as below

Step 3

Step1 Step2 Step3 Step 4

Page 25: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Content Migration(Continued)

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Select Export tables in the pop up

Verify the batch by verifying the content

Download the Archive from the Backup And Restore link.

Step1 Step2 Step3 Step 4

Page 26: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Migrate Content (Download Archive)

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Step1 Step2 Step3 Step 4

Page 27: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Content Migration (Import Mapping)

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Upload the Archive in the target instance

From Site Studio->Back up and Restore – Select the file and click on the ‘upload Archive’ button.

Import Mapping to copy the content to the intended folder

Source Server Target Server

Contribution Folder

Folder 1-Level1(Collection

ID = 10)

Folder 1- Level2

(Collection ID = 21)

Content1

Content2

Folder 2- Level2 (Collection

ID = 22)

Contribution Folder

Folder 1->Level1 (Collection

ID= 101)

Step 4

Step1 Step2 Step3 Step 4

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© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Content Migration (continued)

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Mapping the content

Import the batch files to import the content.

Step1 Step2 Step3 Step 4

Page 29: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Content Migration (Import batch files)

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Archiver – Aministartion->Admin Applets ->Archiver

Step1 Step2 Step3 Step 4

Import both the batch

files and verify the

contents.

Page 30: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Reviewing and testing

30

Review the content by directly checking the folders and contents.

Content review by subject matter experts and business units.

Content review by strategists and editors, in order to translate SME feedback into consumable web content that fits the overall site strategy.

Step1 Step2 Step3 Step

4

Page 31: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

Conclusion

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Content Migration is a part of digital assets life.

Decide on the contents and the criteria for picking contents.

Migrate the configurations.

Archive the contents and export to target instance.

Verify the contents.

These steps along with the tools involved ensures sanctity of the content across environments.

Page 32: Oracle WebCenter Content: How to migrate content … such as Siebel, E-Business Suite, PeopleSoft, ... Import the bundle at ... Manage different components in Oracle UCM

© KBACE Technologies, Inc. 1998-2013 All Rights Reserved

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Questions