Issues in Content Migration

Deane Barker Blend Interactive

They’re painful.

[The End]

Blend Interactive

!  Based in Sioux Falls, South Dakota !  Specialize in large-scale content

management implementations and migrations !  EPiServer ! eZ publish ! TerminalFour

Definition: The one-time movement of

content from one publishing platform to a different publishing

platform.

“Migration” vs. “Implementation”

Editorial Process vs.

Technical Process

The Four Phases

1.  Inventory 2.  Mapping 3.  Transfer 4.  QA

Phase #1: Inventory

!  What content is moving? !  What content can we get rid of?

!  How can it be grouped? !  What content requires special handling? !  What content requires changes? !  How volatile is the content?

Don’t move bad content.

This is the time for spring-cleaning.

Start your inventory as early as possible.

Before you start development.

Even before you pick a new platform.

Be prepared for this process to get highly politicized.

Keep your inventory systematic and organized.

Have a central point of focus and

record-keeping.

Inventory Outputs

!  List of content that will migrate divided into logical groups

!  List of content that will require special handling

!  List of content that will require changes along with scope

Phase #2: Mapping

!  How is content going to “fit” and work in the new platform?

!  What changes will be required to rich text content?

!   How is the overall structure of the content going to transfer?

What HTML is templated and what HTML is embedded?

Content has different levels of “geography”

Some content is very specifically

placed, while other content is automatically organized.

Home

Products

Product A

Product B

About

History

Press Release

Highly-geographical content is much harder to migrate.

You have to migrate both the content and the placement.

Home

Products

Product A Product B

About

History

Stub Mapping

Existing Home

Products

Product A Product B

About

History

New

Mapping Outputs

!  An understanding of where all content is going in the new platform and why

!  Page stub structure

Phase 3: Transfer

!  How are the actual bytes moving from one system to another?

!  Key Questions !  Repository or publication extraction !  Embedded URL resolution !  Markup transformation !  Automated vs. manual migration

Migrating out of a CMS is a lot easier than the alternative.

CMS enforces at least some

consistency.

Are you going to extract from the repository level or the

publication level?

Repository vs. Publication Extraction

Repository HTML

Processing

How will URLs change on the new platform?

How interlinked is your content?

How are you going to keep all

those links valid?

Embedded URL Resolution

!  If you have embedded URLs, they are now broken.

!  How do you “re-connect” these URLs to the correct content?

!  Usually performed as some kind of batch job. !  You rarely get 100% accuracy. !  Prepare to catch the remainder in QA.

Embedded URLs

Always store the old URL for a migrated page of content.

Once migrated, use the old URL to do a lookup in your 404

handler.

If you can preserve binary file URLs, do so. Your new CMS will

likely make this easier.

Content Transformation

Common Transformations

Common Transformations

What is the actual mechanism of movement?

Copy-and-paste?

Automated?

When Copy-and-Paste Works

!  When you don’t have a lot of content !  When you have access to cheap labor !  When your content is highly geographic !  When you cannot automate transformation !  When you have enough resources for

sufficient QA

When Automated Migration Works

!  When you have large volumes of content !  When your content is not highly-geographic !  When you have sufficient technology and/or

development resources

You don’t have to use the same method for your entire project.

Automated Migration Tools

!  Great answer to the Transfer phase !  Less of an answer to everything else !  They still have to be configured and tested

Transfer Output

!  Content ready for QA !  Outputs from this phase will likely be

segmented

Phase 4: QA

!  How much content is going to be reviewed for compliance? !  All of it? !  A representative sample?

!  Who has the authority to clear individual content, and the site as a whole, for release?

The Dreaded Content Freeze

!  Once you start migrating from A to B, content changes on A need to stop

!  Length of the freeze window depends on the volatility of the content

Types of QA !  Technical QA

!  Did this content transfer well? !  Does it look broken? !  Does it comply with the style guide?

!  Editorial QA !  Is this content valid and correct? !  Where any errors introduced during transfer?

Ideally, track the QA process inside the CMS itself.

During QA, reporting is key.

You should have access to a daily number showing the percentage

of content cleared.

The Four Phases

1.  Inventory 2.  Mapping 3.  Transfer 4.  QA

!  WEB http://gadgetopia.com

!  TWITTER @gadgetopia

!  EMAIL deane@blendinteractive.com