Tuesday 30 January 2018

Steps to migrate third party CMS website to AEM

AEM(Adobe Experience Manager) is getting more and more popular, due to its enterprise capability for managing content. There are cases where we need to migrate third party CMS site to AEM.
Some examples could be Drupal to AEM, Salesforce to AEM e.t.c.

Let us understand the common process of migration. I will take you through the steps to migrate any third party CMS websites to AEM.

The estimation part of AEM project migration is given in this link.

Below listed are the major steps in a migration project.
  • Analysing the current system with integration elements involved
  • Define content strategy
  • Define asset Strategy
  • Design the new system with integration
  • Migrate the content to new system
  • Test the new system

While migrating a site, we should have an understanding of the current site CMS; then map it with related elements in AEM.

For eg. A site made in Wordpress will have the content stored in a location and images, videos, pdfs in some repository. Understanding the layers in both CMS plays a big role in delivering a successful migration.

Setting up the environment
To ensure a smooth migration, we need an AEM DEV environment ready where we can quickly move the data from current system. The minimal DEV environment configuration could be just an author instance with 2 to 4 publish instances and a dispatcher.

Strategy to Migrate Content 
Below steps to be carried out for a smooth content migration
  •     Content Evaluation
  •     Cleaning up/ Sanitizing the content    
  •     Content Mapping - Organizing the content hierarchy
  •     Design
               - Based on the analysis of existing system, we need to design a solution which has proper
               digital asset structure, metadata, tagging, client library, target AEM templates and
  •     Content Migration - There are many ways to do this.
              - Manual Migration(When the content in the old system is not structured)
              - Automation Migration(When the content in the old system is structured)
              - Hybrid Migration(When there is structured and unstructured content in the old system)
  •     Content Verification
Assets Strategy
Assets plays an important role in any CMS. We need to carry out,
  •     Asset migration and categorization
  •     Extract and update metadata from old system to AEM
Getting into action
Based on the design we need to have templates, components created.

We need to identify the tools/ methods available to export data from current system to AEM once the templates and components are ready. AEM follows hybrid way of content migration in almost all scenarios.

REST API for migration
Some of the CMS system provides a REST API layer where the content is exposed. We can invoke them in AEM and get those data exported into AEM directly.

To achieve this, our migration scripts should have,    
   -  Map the templates from current system to AEM
   -  Map the components from current system to AEM

 Once the content and assets are migrated, we can start manual testing on the pages by creating new pages as per design.

How do we estimate an AEM Migration project?
  •     List templates
  •     Estimate the templates
  •     List components
  •     Estimate the components
  •     Analyze the current CMS content ( XML/JSON Data)
  •     Estimate the scripts for each components (XML/JSON Data to AEM Component)
  •     Estimate asset migration and categorization(Extract and update metadata for digital assets on AEM)
  •     Estimate Analytics part
  •     Estimate Integration (Login, Authorization, Search)
  •     Estimate Workflow creation

 Need help?
If any one facing trouble in identifying the strategy, let us know through the comments section.


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1 comment:

  1. Hi, we are planning to migrate from Teamsite to AEM. I would like to understand the approximate duration for each task. So that I can able to prepare schedule for that. Please assist me here.