rpic-cpa-webinars-migrating content data cloud · Migrating your enterprise content and data into the cloud saves valuable time and resources by off-loading ... + Cloud Services vs

Wednesday, April 24, 2019 Slide 1RPI Consultants | Learn more at www.rpic.com.

Presenters: Friday, October 4, 2019

MIGRATE YOUR DATA AND CONTENT INTO THE CLOUD

Migrating your enterprise content and data into the cloud saves valuable time and resources by off-loading time consuming tasks, maintenance responsibilities, and issue management – all while maintaining

performance and system stability.

John Marney & Michael Madsen


UPCOMING WEBINARS & OFFICE HOURS

+ What’s New in Kofax TotalAgility 7.6- Wednesday November 6th at 11:00am CT

+ What’s New in Kofax RSO - Wednesday November 6th at 1:00pm CT

Webinars Office Hours + Perceptive Content Application Plans

- Friday, October 18 at 1:00pm CT

+ Perceptive Experience - Friday, November 15 at 1:00pm CT


MEET YOUR PRESENTER

John MarneyManager, Solution Delivery

+ Manager of Content and Process Automation practice at RPI

+ Software automation architect of 10 years

+ AP automation guru


MEET YOUR PRESENTER

Michael MadsenLead Consultant

+ Brainware and Content Solution Master for 6 years

+ Specializes in Back Office and Higher Education solutions

+ The office Dungeon Master (roll for initiative!)


AGENDA

+ What is “Cloud”?

+ Content & Business Process Applications

+ Case Study: Perceptive OSMs with Azure Storage

+ Getting Started on Cloud Migration


STATEMENT

+ Information is true, to the best of our ability, as of the creation of this webinar

+ These are constantly changing technologies which are updated almost daily


WHAT IS “CLOUD”A quick-and-dirty analysis of the game changing technologies available on from the major players in cloud technologies.


WHAT IS ”CLOUD”


CLOUD INFRASTRUCTURE

+ “Bright Cloud” - Data, files, and applications distributed across multiple servers and

datacenters- Largely Linux backend- No traditional server or file systems for you to manipulate or see- Less specific application support – mostly web-based- Service-oriented

+ “Dark Cloud”- Your enterprise infrastructure on someone else’s hardware- Hosts Windows or Linux VMs to run whatever you want- Capable of blob or traditional file storage- Can map file directories to other servers or workstations


TECHNOLOGIES

+ Blobs vs. File shares- Must support SMB 3.0 to map files directly to Windows file system- Replication, Performance, Location

+ Cloud DB vs. SQL Server- Cloud DBs are not standard relational databases, but often support a migration- Hybrid approach possible

+ Cloud Services vs. Virtual Machines- Services seek to fill gaps such as web app development, app hosting, data

management, access management- More advanced services available such as Mixed Reality, IoT, and !!!BLOCKCHAIN!!!


PROVIDERS

+ Pure Commercial Providers - Amazon, Microsoft, Oracle, etc.

+ Mixed Consumer/Commerical- Box, DropBox, OneDrive, Google Drive, etc.

+ Private


STRATEGIES

+ Layer 1 – File storage only - Reduce storage overhead and add redundancy and backup security

+ Layer 2 – Data and database- Layer on the next largest data storage need and introduce improved DR

+ Layer 3 – Application - Reduce need for VMs and internal infrastructure- Reduce reliance on on premise email, Active Directory, domain controllers,

etc.

+ Layer 4 – Enterprise – Series of Applications - Re-architect solutions to take advantage of all available cloud services


CONTENT & BUSINESS PROCESS APPLICATIONS

How cloud strategies apply to your application ecosystem.



PERCEPTIVE CONTENT

+ Hyland Cloud (Hyland Cloud Service)- Hosting architecture for Perceptive Content- ShareBase

§ Hosted through Hyland Cloud§ Enterprise file sync and share

+ External OSM Plugin- OSM Cloud Storage- Amazon S3


ONBASE BY HYLAND

+ Hyland Cloud (Hyland Cloud Service)- Hosting architecture for OnBase- ShareBase

§ Hosted through Hyland Cloud§ Enterprise file sync and share


KOFAX TOTALAGILITY

+ TotalAgility Cloud (Kofax Cloud Service)- Hosted with Azure- Multi-tenant or dedicated instance SaaS

+ Microsoft Azure

+ Amazon Web Services- Not specifically called out in product documentation


KOFAX RPA

+ No Detailed Specifications around Cloud Service Compatibility

+ Design Studio and RoboServer 10.4 for Windows- Windows 7 Enterprise, Professional, and Ultimate (32 and 64 bit)- Windows 10 Enterprise (64 bit)- Windows Server 2016- Windows Server 2018

+ Design Studio and Roboserver 10.4 for Linux- CentOS/Red Hat Enterprise Linux 7.3.1611 or later- Ubuntu 14.04 LTS- Ubuntu 16.04 LTS


CASE STUDY:PERCEPTIVE OSM WITH AZURE

Migrate oldest files that don’t need as frequent retrieval to cloud storage


CHALLENGE

+ High Volume of Documents

+ Managing Disc Space - Frequently adding chunks of disc space for growth

+ Manually Monitoring Adding Storage- Labor to roll out changes to the SAN

+ Retention Policies - Certain documents do not require fast storage any more but need to be

retained


SOLUTION DESIGN

+ Azure Options - Hot v. Cold Storage- Redundancies - Geo Location - Set a quota

+ Windows Config- Map drive to Azure share- Apply user access token

+ Perceptive Config - Create new OSM and point to new Azure share- Optional: Migrate existing docs to Azure


RESULTS

+ Performance - No noticeable difference between cloud vs. on prem retrieval

+ Maintenance - Virtually none – make sure Azure can bill a credit card- Monitor Retention Policies

+ ROI - Cost Savings - Backups Peace of Mind- Time Savings over Hardware Maintenance


DETAILS

+ License- Azure subscription (free account, $200 credit for 30 days)- As low as $0.06/GB/Month (roughly $3/Month per 1 million documents)

§ Additional transaction fees apply

- Optional: Retention Policy Manager or similar

+ Services - ~60 hours of consulting

+ Expansion Opportunities- Easily roll on additional document types, departments, and processes- “Stretch” your SQL Server- Move all storage to Azure- Move servers to Azure


GETTING STARTED ON YOUR CLOUD MIGRATION

Strategies to enable your move to cloud and web services


PHASED APROACH

+ Phase 1- Move large file stores into cloud storage devices

+ Phase 2- Move data and/or databases into cloud services or cloud storage

+ Phase 3- Move applications that use the file stores or databases- Begin using cloud services for isolated business functions

+ Phase 4- Sunset VM-based applications in favor of distributed cloud services


SECURITY

+ User Access - Account Authentication - Active Directory

+ Network - VPN- Internet Access - Ports

+ Application Services


SUMMARY, QUESTIONS, & ADDITIONAL RESOURCES

Find out more!


SUMMARY

+ What is “Cloud”?

+ Content & Business Process Applications

+ Case Study: Perceptive OSMs with Azure Storage

+ Getting Started on Cloud Migration


QUESTIONS?


UPCOMING WEBINARS & OFFICE HOURS

+ What’s New in Kofax TotalAgility 7.6- Wednesday November 6th at 11:00am CT

+ What’s New in Kofax RSO - Wednesday November 6th at 1:00pm CT

Webinars Office Hours + Perceptive Content Application Plans

- Friday, October 18 at 1:00pm CT

+ Perceptive Experience - Friday, November 15 at 1:00pm CT


ABOUT RPI CONSULTANTS

+ 100+ Full-time Consultants- Including Project Managers & Architects

+ Based in Baltimore, MD - Additional offices in Tampa, FL, and Kansas

City, MO

+ Technical & Professional Services - Technical Strategy & Architecture - New Installations, Upgrades, & Migrations - Process Analysis, System Design, Implementation - Managed Services & Staff Augmentation - Project & Change Management

Product / Vendor Partnerships

Alliance Partner CloudSuite™ Specialized