Deciding on which strategic investments to make with a limited IT budget is a decision IT executives face daily. The crucial first step is assessment — understanding the state of your organization and its future goals. This webinar highlights the approach Sierra Systems takes in performing health assessments including evaluation of the technology infrastructure, applications, and processes. By addressing known issues, organizations are in a better position to make informed decisions. Learn how our client Pengrowth benefited from a health assessment on their Livelink environment. Complete webinar series can be viewed at http://www.sierrasystems.com/2014/01/learn-three-steps-maximize-business-value-opentext-investment/ or http://vimeo.com/sierrasystems

1. Three Steps To Maximize The Business Value
Of Your OpenText Investment
Health Assessment:
Approach, Benefits and Lessons Learned with Pengrowth Energy

2. PRESENTATION OVERVIEW
} About Sierra Systems
} Common Reasons for a Health Assessment
} Health Assessment
• Approach
• Best Practices
• Benefits
} Possible Next Steps
} Case Study: Pengrowth

3. Sierra Systems delivers peak performance to our clients by offering a full range of
systems integration services tailored to the unique needs of each industry
• Operates across North America with over 900 employees
• Founded and headquartered in Vancouver, Canada (1966)
• Management Consulting, Systems Integration and Application Management

4. Our AMS Services
• 30 years delivering market-leading AMS
solutions
• Over 100 clients deployed across a wide
range of industries
• 200+ AMS certified professionals
• Flexible delivery options
• Proven approach, best practices, tools
and methodologies
• Managed via a focused, enterprise wide
AMS Business Unit
SMART
Methodology™
Automated
Tools
Best
Practices
Certified
Training
Programs

5. Common Reasons for a Health Assessment
• Content Server (CS) is not operating as it should
• Nobody can find their content (not even IT)
• You want to be in control of the technology
• You want to leverage CS as an enterprise tool

6. 6
Health Assessment Overview

7. Health Assessment Approach
Health Check differs from a Health Assessment
Focus of the Assessment:
Content Server Environment
• Infrastructure
• Applications
• Processes & Controls
Adaptable
Infrastructure
Robust
Business
Processes
Scalable
Applications

8. Infrastructure
Evaluate:
• Network
• Storage
• Security
• Server

9. Applications
Evaluate:
• Customizations
• Software Patches
• 3rd Party Tools
• System Integrations
Patches
Software
Customizations
Integrations 3rd Party Tools

10. Processes and Controls
Workflows
Object
Model
Permission
Model
Security
Model

11. 11
Best Practice Recommendations

12. Best Practice Recommendations
Adopt the following:
• Separate environments
• Application Roadmap
• Update-to-date documentation
• Backup and Recovery
• Deployment Schedule
• Health Checks

13. Best Practice Recommendations
Avoid the following:
• Single-role based duties
• Single-tiered environments
• Redundant permission models
• Unsecured admin access
• Non-expiring accounts
• Ad-hoc maintenance

14. Health Assessment Deliverables and Benefits

15. Deliverables
• Detailed breakdown of OpenText environments
• Highlight areas of concern that need attention and
proposed activities to address these concerns
• Establish plans for preventive maintenance

16. Health Assessment Report

17. Health Assessment Report
High Priority Issues / Recommended Actions
• Application Event Log Errors
• Index Folders Not Excluded From 3rd Party Tools
• Enterprise Backup Manager Not Being Run
• opentext.ini Configuration Errors
• Production Environment Partition is Full
• Redistribution of Production Partition Data
• Process Error 100

18. Benefits
• More control over technology
• No hidden surprises
• Reduce costs

19. 19

20. Infrastructure
• Lack of documentation
• CPU Capacity insufficient
• Storage distribution and capacity insufficient for existing operations
Applications
• Patch level not up to date
• Running on unsupported O/S
• Index files not excluded from anti-virus
• Inconsistent configurations between servers
Processes and Controls
• Insecure permissions models
• No access security model
• Incomplete backup strategy
• Lack of DR/BCP plans
• Logging not enabled
• Manually updated OpenText schema

21. Results
• Completed data import on schedule
• Avoided unnecessary costs
• Proactively prevented system failures
• Improved security and auditability
• Enhanced Operational Procedures
• Improved system performance

22. Webinar recording available at vimeo.com/sierrasystems
www.sierrasystems.com
contact@sierrasystems.com