ISSC Digital Experience Upgrade Offerings

1. ISSC Digital Experience Upgrade Offerings Rich Rosetto ISSC Solution Architect rarosett@us.ibm.com 2H 2014

2. Digital Experience Upgrade Value Assessment Define business and technical benefits of upgrading to the latest version of Portal & WCM • Pre-requisites • Deployment of IBM Digital Experience software on any version before the current one. • What we need from you • 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 1-2 FTE • Deliverables • Provides technical enablement with new features • Delivers a road map for upgrading • Benefits • 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.

3. 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

4. Digital Experience Upgrade Planning Create a detailed plan for executing an end-to-end upgrade project • Pre-requisites • Deployment of IBM Digital Experience software on any version before the current one. • What we need from you • 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 • Design target infrastructure model • Identify project risks and mitigation strategies • Create step-by-step upgrade plan • Design test plan • Make key architectural decision • Deliverables • Infrastructure architecture diagrams • Step-by-step upgrade procedure plan • Test plan • Architectural decisions documentation • Benefits • Prepare for upgrade implementation with IBM Digital Experience experts • Identify potential risks and mitigation strategies based on IBM experience with similar projects

5. Digital Experience Upgrade Accelerator Accelerate and de-risk product upgrade, by using cloud-based migration approach • Pre-requisites • Old WebSphere Portal or WCM deployment (any version) • Ability to export current configuration to IBM servers hosted in the secure IBM cloud • What we need from you • 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 • Migrate • Export portal database and WAS profile to IBM cloud • IBM will upgrade from artifacts to current version, and validate that the server starts up • [Optional] Upgrade theme to HTML theme architecture • Deploy • Deliver upgraded portal configuration to customer for reintegration into a new environment • Provide test support and resolve issues • Deliverables • Upgraded configuration and content accessible, ready to reintegrate into your environment. • Benefits • Accelerate and de-risk product upgrade. • Focus on functional benefits of upgraded software rather than resolving upgrade glitches

6. 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 SoftLayer Migration Sandbox • Matching Portal/WCM version of source environment • Portal/WCM 8.5 • Validation testing if VPN access provided • Target • Portal/WCM 8.5 • Initial deployment to pre-production • File system and DB copy • Or staging to production • Validation testing • Deployment to Production

7. Digital Experience Upgrade Accelerator – Approach Matrix Note: Support for O/S other than Linux or Windows requires 2-way VPN access between on-prem and cloud environments.

8. 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 • 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

9. Digital Experience Platform Upgrade Design, manage and implement an upgrade to the latest version of IBM Digital Experience • Pre-requisites • 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 • What we need from you • 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 • Migrate • Potentially, use upgrade accelerator to accelerate application upgrade • Deploy • Deploy new v8.5 environments • Deploy customer application to the new environments • [Optional] Upgrade theme to HTML theme architecture • Test • Perform initial upgrade testing to validate success • Support customer regression and user acceptance testing 2-6 FTE • Deliverables • New environments deployed and configured • Your application, deployed into these environments • Benefits • 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

10. Upgrade Activities Testing Deployment Enhancements Planning Migration Knowledge Transfer Project Management Infrastructure