Difference between revisions of "ProfServProjects"

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* Open-Xchange-internal project retrospective
* Open-Xchange-internal project retrospective
* Meeting Minutes
* Requirements Checklist
* Requirements Checklist
* Test protocols
* Test protocols

Revision as of 18:14, 22 October 2011

This page aims to give a detailed overview of customer-projects accompanied by the Open-Xchange professional services team: The different phases and decisions as well as the documents necessary to accompany this process are listed here. The following diagram gives a birds-eye view of the whole process:



During this phase the product gets demoed and the doability of the project is checked. After this phase a detailed offer is made and the customer decides whether to start the project or not ("Go" / "No-Go").

  • Technical Demo (webcast or on-site)
    • presentation of the product including all features relevant to the customer
    • determine customer´s goals (replace webmail? operating parallel to MS Exchange?)
    • OX USPs: Fast even with many mails, drag-n-drop in the browser, syncing with many different clients, social, upsell
    • demo-systems could be http://ox.io, https://ox6-dev.open-xchange.com, own VM -> 2 users and some data are needed
    • recommend ox.io-account to the customer for own tests
  • Architecure Overview
    • Integration with customer systems instead of out-of-the-box (provisioning, mailsystem [none is included!], CPanel, PBA/POA, Plesk)
    • There are many ways to OX and its data. Broad range of supported devices and browsers
    • Java, no proprietary formats or protocols, Apache, MySQL
    • scales horizontally as well as vertically. Cluster size is entirely choseable, multiple tenants on one system -> "server density"
    • show examples for 10K users, 100K users, 1M users
    • APIs (HTTP, SOAP, RMI, ex- and import)
    • whitelabeling for GUI, Outlook, OutlookInstaller, MobileGUI (branding, theming, detailed configuration with ConfigCascade)
  • Proof Of Concept (POC)
    • needs server (real or VM) with SSH-access, a few accounts on the existing mailsystem
    • inform customer as soon as it is ready, get feedback after 2 weeks, are there still open issues open in R&D, Sales or Marketing?
  • Technology Transfer
    • approximately 10 mails.
    • evaluate customer-environment (what kind of mailsystem, loadbalancer, storage, number of mailboxes?)
    • hardware-sizing (how many concurrent sessions)
    • provisioning (existing or custom?)



During this phase it is decided what exactly there is to do, by whom and when. The resulting Customer Implementation Concept formalizes this information, accompanied by (several) SOWs which detail Open-Xchange efforts.

  • Detail Workshop(s)
    • Detailed architecture-description (which parts are delivered by operating system / customer / Open-Xchange)
    • Installation of test-system
    • Authentication
      • explain separation of contexts. 2 separate roles: oxadminmaster (creates contexts) and oxadmin (creates users, but only in his context)
      • explain resolving of usernames into contexts
      • Auth-Bundle: SSO, Auth-Plugin (DB, LDAP, IMAP, custom)
      • Passwordchange (DB, LDAP, IMAP, custom)
    • Integration into customer´s provisioning (choose API best suited. RMI preferred)
    • Loadbalancing (existing / Apache / buy new one?)
      • explain session-stickyness (1 session always resolved to the same host)
    • Storage for Infostore (NFS / GlusterFS, existing / buy new?)
    • Monitoring (munin, nagios -> script that polls Open-Xchanges JMX-interface)
    • Scaling (How to setup a cluster, high availability)
    • MySQL-Sizing (dedicated servers / on the ox-machine(s)? master-slave / master-master?)
    • Branding (own heme, icons, login-page, wizard, about-dialog etc.)
    • compatibility of the IMAP-backend (supported features vary between different MTAs)
    • User-Migration
      • import exiting users / contexts via CSV-Batch-Import
    • Data-Migration
      • from existing webmailers (Horde, @mail, squirrelmail)
      • contacts, appointments, mailsettings (aliases, primary email-addresses, mailfilters) via import-interfaces (HTTP-API, supported: iCal, vCard)
    • Upsell
    • SPAM
    • SMS/MMS



During this phase everything that was planned before will be realized. To help with that there is the Requirements Checklist. In this list all issues and todos, together with dates and the person responsible on either side, are tracked. It is expanded during the weekly status calls as necessary. When the phase is over all items in the list should be checked, making the project ready for launch.

  • Weekly status calls
  • Documentation of all installed systems & components
  • Training workshops for admins / 1st level support
  • Open-Xchange-internal time tracking
  • Open-Xchange-internal change management
  • Open-Xchange-internal approval


  • Meeting Minutes
  • Requirements Checklist


  • Handover to Open-Xchange support
  • Lessons learned
  • Open-Xchange-internal project retrospective


  • Meeting Minutes
  • Requirements Checklist
  • Test protocols