Migrate your Adobe Campaign v7 OnPrem/Hybrid environment to Managed Services

[#1]

Seamlessly Transition to Managed Services with Adobe Professional Services

Moving your OnPremise or Hybrid Adobe Campaign Classic environment to Adobe Campaign Managed Services offers several advantages and is often necessitated by factors like the path to transitioning to Adobe Campaign v8, where Adobe Professional Services team can help to engage and bring in the wealth of experience to ease the process and make it efficient. Here are some key points to consider:

1. Managed Services Benefits: Adobe Campaign Managed Services offer various benefits, including scalability, reliability, enhanced security, and access to expert support and resources provided by Adobe.
2. Path to Adobe Campaign v8: Migrating to Adobe Campaign Managed Services can serve as a stepping stone towards transitioning to Adobe Campaign v8, providing users with a web interface, a smoother upgrade path and ensuring compatibility with future updates and features, such as GenAI capabilities.
3. Integration with Adobe Experience Platform: Adobe Campaign v8 can be seamlessly integrated with Adobe Experience Platform, enabling you to leverage the power of a comprehensive marketing solution ecosystem for personalized, data-driven campaigns.

When migrating, it's essential to consider the following factors:

1. Lack of Automated Migration: Currently, there's no automated migration available for migrating from Adobe Campaign Classic Hybrid to Managed Services. This means that careful planning and manual execution are necessary for a successful migration.
2. Preparation Required on Customer Side: Your organization needs to prepare for the migration by organizing your data, assessing your requirements, and ensuring compatibility with the Managed Services environment.
3. Migration Plan and Activities: Developing a detailed migration plan is crucial, outlining the steps involved, timelines, dependencies, and resources required for each activity.
4. Best Practices and Pitfalls: It's essential to follow best practices and learn from potential pitfalls encountered in similar migrations to ensure a smooth transition and minimize disruptions.
5. Effort Required for Migration: Assessing the effort required to successfully migrate involves considering factors such as the complexity of the environment, volume of data, and customization requirements.

However, there are also constraints and difficulties to be aware of, including:

1. Limitations on XML import: Importing blob or XML data poses challenges, as it can only be imported using packages or dump-and-restore methods, which may not be feasible in certain scenarios.
2. Large Data Tables: Tables with significant amounts of data, such as recipients and delivery/tracking logs, may require special consideration and optimization strategies during the migration process.
3. Object Export and Import: Only objects with internal names can be exported through packages, and each imported object receives a new ID, which can impact data integrity and system functionality.

Roadmap to Migration Excellence: Transitioning from Hybrid/On-Premise to Managed Services

Here is a proposed high-level roadmap of a migration from Hybrid/On-Premise to Managed Services, that is conducted with support from the Adobe Professional Services team:

1. Due Diligence and Scope Definition:
• Conduct thorough analysis and define scope.
• Provisioning: Use Active profiles for simplicity. Involve your Adobe Managed Services and Support teams to assess provisioning needs based on client's use cases and architecture. Estimate provisioning needs using provided form.
2. Audit and Scope Definition:
• Review current practices within Campaign.
• Assess data model, data flows, and API usage.
• Define detailed scope and reduce unnecessary migration elements.
3. Clean-Up and Preparation:
• Address bad practices identified during the audit.
• Remove unused data.
• Plan and execute build upgrades to the latest available version.
4. Migration:
   • Provision a new cloud instance with appropriate specifications.
   • Backup the new provisioned instance structure.
   • Import instance structure with packages.
   • Set up sequences and counters.
   • Import deliveries, workflows, operations, and other relevant packages.
   • Realign IDs of imported objects to match on-premise instance IDs.
   • Import non-XML data using preferred method (flat file, DB migration service, FDA).
   • Validate stage instance
   • Refresh production with verified stage instance and conduct performance testing.
   • Directly migrate to the production instance.
   • Import structure and packages for deliveries, workflows, campaigns, etc.
   • Import non-XML data.
   • Enable tracking and real-time capabilities following tracking cutover guidelines.
• Initial Migration:
• Final Delta Migration:

It's recommended to perform the initial migration on a stage instance before proceeding to production. Importing packages should precede importing non-XML data to avoid potential issues.

 

Taking into account these considerations and collaborating closely with Adobe Professional Services will enable your organization to effectively navigate the migration process and fully capitalize on the advantages of transitioning to Adobe Campaign Managed Services. With their involvement, you'll benefit from expert guidance in assessing requirements, devising a migration strategy, seamlessly executing the migration, and overcoming any obstacles encountered along the way.

Additional resources

Adobe Campaign v8 on Experience League

https://experienceleague.adobe.com/docs/campaign-v8.html?lang=en

What’s New in Adobe Campaign v8

https://experienceleague.adobe.com/docs/campaign/campaign-v8/new/whats-new.html?lang=en

From v7 to v8

https://experienceleague.adobe.com/docs/campaign/campaign-v8/new/v7-to-v8.html?lang=en

[#2]

@Serge_Aschinasi this is very informative. Thank you for sharing.