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CA 2E Modernization
Case Study

Session 8B
Dan Burnham, John Rhodes,
Srinath Abinavam
ADC Austin
What are we talking about?


> Many organizations are exploring modernization of their
  legacy CA 2E environments to both improve the user
  interface and increase developer productivity.

> M3 Modernization is ADC Austin’s tooling and
  methodology for the IBM i / CA 2E customer

> In this presentation we will look at the M3 process, and a
  customer case study (Dan Burnham) - followed a short
  technical discussion (Srinath Abinavam).


  Copyright © 2009
ADC Austin



> Founded in 1996 as division of Synon, ADC Austin helps customers develop
  large scale mission critical systems leveraging the ADC as a “House of
  Architects”
> ADC Austin has a special focus on automated legacy code modernization and
  SOA
> ADC Austin primarily works with Microsoft Enterprise servers and IBM
  Enterprise platforms
> ADC Austin is a Tier 1 strategic partner and reseller for CA. Also certified with
  MKS/CM First, Databorough, Worksoft.
> ADC Austin resells products and services throughout the world, partners
  include CM First, NIIT, IBS, Takaya, Websydian…

   Copyright © 2009
The essence of M3




 Copyright © 2009
Moderization Appproach

> What we don’t focus on
           Screen scraping, syntax translation, temporary measures
                –    Certainly OK as a tactical point solution

> What we do focus on:
           Modernization of entire software development process
                –    Code level/IDE, Rational/Eclipse
           Meta-Model based solutions
                –    CA 2E/Plex, X-Analysis, CA Repository, Certify
           Integrated ALM, Automated Test Management
           SOA, open access to business logic
           Automation, not large teams

  Copyright © 2009
ADC Austin – Selected Modernization Clients




 Copyright © 2009
Agenda


> Introduction and Background

> M3 Modernization - Process

> You have modernized – now what?

> Customer Case Study

> Question and Answer with Product Architect




  Copyright © 2009
Introduction and Background



 >Legacy Applications

 >M3 Introduction




 Copyright © 2009
Top Issues/Goals of Modernization

> Current application is inflexible and market-driven or regulatory
  changes take too long
          Modern development environment

> Current application cannot be integrated with modern systems
          Need SOA / EAI capabilities

> Declining availability of RPG/COBOL skill sets
          Java and C#, Eclipse, Visual Studio

> High cost of hardware, or market-driven platform migration
          Tools that support major databases/OS/code


  Copyright © 2009
Modernization Approaches

> Manual Rewrite
           Business Risk: Cost, Time to Market, Quality

> Wrapping
           Business Risk: Limited value, maintainability

> Packages
           Business Risk: Does not fit business, ROI

> Web Facing / Screen Scraping
           Business Risk: Maintainability/Dual environments, value

> Syntax Translation
           Business Risk: Maintainability, Run-time ties

> ADC Austin M3 - Automated Modernization with Refactoring


   Copyright © 2009
Automated Modernization with Refactoring -
Benefits
> ADC Austin’s M3 – Model Based Migration - Methodology
       Retain business rules
       Less cost than other approaches – yet has benefits of
        packages and manual rewrites
       Fast results
       Maintainable
       Improved Business Processes

> Our View: Modernize 2E model using ADC’s Model Based
  Modernization Methodology (M3)


  Copyright © 2009
Model Based Modernization – M3

 Original 5250      Analysis         Migration          New Environment SOA and Web
 CA 2E (Synon)                                                          CA Plex +
                     Discovery        ADCMS
                     Services           XML                             WebClient
  Models and
   Generated                         (2E Model
                    Databorough
  Applications       X-Analysis      Migration)




                                    Databorough
   Native RPG                       X-Modernize


  Native COBOL
                                      Worksoft
                                       Certify
   Native CL /                       Regression
 i5/OS Artifacts                      Testing


                           XML based design migration


 Copyright © 2009
Model-based
Modernization
Methodology



M 3

    Copyright © 2009
M3 Goals

> Preserve investment made in COBOL, RPG, and CA 2E
          100+ FTE years of business logic development
          Many millions of dollars in investment
          90-95%+ code migration

> Increased productivity in CA Plex / Rational/Eclipse / MSVS
          Inheritance and patterns provide for highly productive development
          All IDE tools, debuggers, diagrams available to users of Eclipse, Rational,
           Microsoft Visual Studio
          All CA Plex platforms supported + RIA + Web Services

> Quicker Ramp-Up for IBM I Staff
          Close the knowledge gap required for CA 2E
          Provide patterns similar to CA 2E behavior

   Copyright © 2009
M3 Process



                     Model Preparation,
    Analysis /                                                             Regression Test /
                         Patterns,                  Migration                                  Implement
    Discovery                                                                Refactoring
                        Standards




Training, Mentoring, Project Management, Architecture Services




  Copyright © 2009         Refactoring Legacy 2E Applications   Copyright © 2008 CA
Analysis – Discovery

                                                       Business Logic
                                                         Validation
  Existing           Automated
                    Extraction &
                                      Analysis          Calculations
                                                      Secondary Reads
  System              Refresh        Repository      Secondary Updates
                                                         Batch Calls

 Displays
                                    Business Rule
 Programs                               Logic            Data Model
                                                       Data Dictionary
 Data Base                           Data Model
                                                     Logical Files/Views
                                                          Key Map
                                                        Relationships
  Source                                                Special Fields
                                   Cross-Reference
    Data                                Data
                                                         Cross-Ref Data
 2E: Model                                                 All Objects
                                                           All Source
                                                         All Languages
                                                          All Variables


 Copyright © 2009
Migration – 2E Model



  Prepare               Convert to       Process XML       Import into
  •Patterns             XML              •Apply Patterns   Plex
  •Standards            •Database        •Apply            •Utilize
  •CSS / HTML           •Functions        Standards. Ex.    Patterns
   Templates            •Panel designs    •Calendar        •Generate and
  •Cleanup              •Entire model     •Prompt           build




                    XML based automated design migration

 Copyright © 2009
Migration – Regression Testing



                Create Test         Create Test         Run test
                Conditions          Scripts             scripts
                •Screen Movie       •Use Worksoft       •When all tests
                •Directly in tool    Certify             are passed,
                                    •Requirements        migration is
                                    •Test scripts        complete
                                    • Verify Coverage




 Copyright © 2009
Migration – Regression Testing




 Copyright © 2009
Migration – Regression Testing

> Critical to project success, and is a best practice for enterprise
  development in general

> Automated regression testing is required for a warranted
  migration

> Test cases are developed by the customer, then encoded into
  the automated tool by the customer or as a service

> WorkSoft Certify is a recommended tool
          5250, windows, Java, and Web capabilities
          Ability to develop test cases without programming/scripting
          Robust enterprise level tool

  Copyright © 2009
You have
     modernized;
     Now What?




Copyright © 2009
You have modernized – now what?

> New Application Capabilities - Refactoring
          Refactor business logic – eliminate un-maintainable functions
          Call screens from URLs with parameters
          Call external functions and screens as web services
          Rearrange screens into more user friendly paradigms – example,
           tabs, wizards, portals
          Embed screens within other applications
          Utilize business process modeling tools

> Take advantage of the refactored development environment –
  you are now more productive


  Copyright © 2009
User Interface

                                          Main Menu
                                   1. Work with Conferences
                                      2. Work with Venues

                                           Work                         Work
              Work                          with                        with
              Conf                         Venue                        Other

 Enter       Cancel    Change    Create   Change      Delete   Create   Change   Delete
 Conf                            Venue    Venue       Venue    Other     Other   Other
              Conf      Conf
              Work                         Work
              with                         with
             Details                       Addr
 Create      Change    Delete    Create   Change      Delete
 Details     Details   Details    Addr     Addr        Addr

                                           Work
                                          with Dtls

                                 Create   Change      Delete
                                  Dtls     Dtls        Dtls




 Copyright © 2009
To usable!



    Tab




                             Portal




                    Wizard




 Copyright © 2009
SOA / Workflow / Automation of Migrated Apps


                                                Modernized
                                                  Panel
                                                 Function


                       SOA Bus



                                                Modernized
                                                  Server
                                                 Function




                    XML/SOAP Web Service Call




 Copyright © 2009
Modernization
     Case
     Study

     Dan Burnham - LP




Copyright © 2009
Case Study Agenda

> The company

> The decision process

> Results

> Lessons learned




29   September 23-25, 2009   Copyright © 2009 CA. All rights reserved.
The company

> A leading manufacturer of building products ($2B Sales)

> Most applications internally designed and built to fit
  unique business requirements using 2E

> Users demanding features not available to 5250
  environment

> Little to no experience in Plex or Web development
The decision process

> Multiple ways to deliver GUI
   Screen Scraper - Demonstrated to work but left 2 sets of
    code to maintain
   Re-write – long term project with high risk/little reward
    during which time new enhancements would be more difficult
   Migration to Plex using ADC M3 process.
Results
Lessons learned

> Application clean up should be done – migration of less
  than optimal code added unnecessary complexity.

> Understanding the underlying technology proved to be
  more than expected.
   Getting the functionality to work was not the issue.
   Implementing within corporate infrastructure guidelines was.
   Web-based functionality is very flexible but adds complexity.
   Client/Server is similar to familiar 5250 and easily
    implemented.
Q&A


> Patterns Demo - Technical Question and Answer



> Srinath Abinavam – Product Architect




  Copyright © 2009
Summary

> CA Plex and M3 is a powerful new way to modernize IBM I
  and CA 2E
       More capable than host based screen scraping
       Less cost and risk than re-writing
       Retain the business logic in 2E and native code
> Once in Plex, Refactor to gain business advantage
       Separate presentation and business logic
       Create new user interfaces
       Integrate with portals and work flows
> ADC Austin can help you maximize your CA 2E, RPG, and
  COBOL assets
  Copyright © 2009
Next Steps
> Initial Discussion
          Run automated report on 2E model
          Detailed Tech Discussion, View case study model

> CA 2E Best Practice Assessment
          Analyze model with automated tools
          Determine problem areas
          Produce migration readiness report, estimate, plan

> Proof of Concept
          Perform test migration for 20-30 user interface functions, and
           associated database and non-UI functions


  Copyright © 2009
More Information


  http://m3modernization.com
   – M3 process web site
  http://adcaustin.com
   – Company Information




  Copyright © 2009

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M3 Modernization Case Study

  • 1. CA 2E Modernization Case Study Session 8B Dan Burnham, John Rhodes, Srinath Abinavam ADC Austin
  • 2. What are we talking about? > Many organizations are exploring modernization of their legacy CA 2E environments to both improve the user interface and increase developer productivity. > M3 Modernization is ADC Austin’s tooling and methodology for the IBM i / CA 2E customer > In this presentation we will look at the M3 process, and a customer case study (Dan Burnham) - followed a short technical discussion (Srinath Abinavam). Copyright © 2009
  • 3. ADC Austin > Founded in 1996 as division of Synon, ADC Austin helps customers develop large scale mission critical systems leveraging the ADC as a “House of Architects” > ADC Austin has a special focus on automated legacy code modernization and SOA > ADC Austin primarily works with Microsoft Enterprise servers and IBM Enterprise platforms > ADC Austin is a Tier 1 strategic partner and reseller for CA. Also certified with MKS/CM First, Databorough, Worksoft. > ADC Austin resells products and services throughout the world, partners include CM First, NIIT, IBS, Takaya, Websydian… Copyright © 2009
  • 4. The essence of M3 Copyright © 2009
  • 5. Moderization Appproach > What we don’t focus on  Screen scraping, syntax translation, temporary measures – Certainly OK as a tactical point solution > What we do focus on:  Modernization of entire software development process – Code level/IDE, Rational/Eclipse  Meta-Model based solutions – CA 2E/Plex, X-Analysis, CA Repository, Certify  Integrated ALM, Automated Test Management  SOA, open access to business logic  Automation, not large teams Copyright © 2009
  • 6. ADC Austin – Selected Modernization Clients Copyright © 2009
  • 7. Agenda > Introduction and Background > M3 Modernization - Process > You have modernized – now what? > Customer Case Study > Question and Answer with Product Architect Copyright © 2009
  • 8. Introduction and Background >Legacy Applications >M3 Introduction Copyright © 2009
  • 9. Top Issues/Goals of Modernization > Current application is inflexible and market-driven or regulatory changes take too long  Modern development environment > Current application cannot be integrated with modern systems  Need SOA / EAI capabilities > Declining availability of RPG/COBOL skill sets  Java and C#, Eclipse, Visual Studio > High cost of hardware, or market-driven platform migration  Tools that support major databases/OS/code Copyright © 2009
  • 10. Modernization Approaches > Manual Rewrite  Business Risk: Cost, Time to Market, Quality > Wrapping  Business Risk: Limited value, maintainability > Packages  Business Risk: Does not fit business, ROI > Web Facing / Screen Scraping  Business Risk: Maintainability/Dual environments, value > Syntax Translation  Business Risk: Maintainability, Run-time ties > ADC Austin M3 - Automated Modernization with Refactoring Copyright © 2009
  • 11. Automated Modernization with Refactoring - Benefits > ADC Austin’s M3 – Model Based Migration - Methodology  Retain business rules  Less cost than other approaches – yet has benefits of packages and manual rewrites  Fast results  Maintainable  Improved Business Processes > Our View: Modernize 2E model using ADC’s Model Based Modernization Methodology (M3) Copyright © 2009
  • 12. Model Based Modernization – M3 Original 5250 Analysis Migration New Environment SOA and Web CA 2E (Synon) CA Plex + Discovery ADCMS Services XML WebClient Models and Generated (2E Model Databorough Applications X-Analysis Migration) Databorough Native RPG X-Modernize Native COBOL Worksoft Certify Native CL / Regression i5/OS Artifacts Testing XML based design migration Copyright © 2009
  • 14. M3 Goals > Preserve investment made in COBOL, RPG, and CA 2E  100+ FTE years of business logic development  Many millions of dollars in investment  90-95%+ code migration > Increased productivity in CA Plex / Rational/Eclipse / MSVS  Inheritance and patterns provide for highly productive development  All IDE tools, debuggers, diagrams available to users of Eclipse, Rational, Microsoft Visual Studio  All CA Plex platforms supported + RIA + Web Services > Quicker Ramp-Up for IBM I Staff  Close the knowledge gap required for CA 2E  Provide patterns similar to CA 2E behavior Copyright © 2009
  • 15. M3 Process Model Preparation, Analysis / Regression Test / Patterns, Migration Implement Discovery Refactoring Standards Training, Mentoring, Project Management, Architecture Services Copyright © 2009 Refactoring Legacy 2E Applications Copyright © 2008 CA
  • 16. Analysis – Discovery Business Logic Validation Existing Automated Extraction & Analysis Calculations Secondary Reads System Refresh Repository Secondary Updates Batch Calls Displays Business Rule Programs Logic Data Model Data Dictionary Data Base Data Model Logical Files/Views Key Map Relationships Source Special Fields Cross-Reference Data Data Cross-Ref Data 2E: Model All Objects All Source All Languages All Variables Copyright © 2009
  • 17. Migration – 2E Model Prepare Convert to Process XML Import into •Patterns XML •Apply Patterns Plex •Standards •Database •Apply •Utilize •CSS / HTML •Functions Standards. Ex. Patterns Templates •Panel designs •Calendar •Generate and •Cleanup •Entire model •Prompt build XML based automated design migration Copyright © 2009
  • 18. Migration – Regression Testing Create Test Create Test Run test Conditions Scripts scripts •Screen Movie •Use Worksoft •When all tests •Directly in tool Certify are passed, •Requirements migration is •Test scripts complete • Verify Coverage Copyright © 2009
  • 19. Migration – Regression Testing Copyright © 2009
  • 20. Migration – Regression Testing > Critical to project success, and is a best practice for enterprise development in general > Automated regression testing is required for a warranted migration > Test cases are developed by the customer, then encoded into the automated tool by the customer or as a service > WorkSoft Certify is a recommended tool  5250, windows, Java, and Web capabilities  Ability to develop test cases without programming/scripting  Robust enterprise level tool Copyright © 2009
  • 21. You have modernized; Now What? Copyright © 2009
  • 22. You have modernized – now what? > New Application Capabilities - Refactoring  Refactor business logic – eliminate un-maintainable functions  Call screens from URLs with parameters  Call external functions and screens as web services  Rearrange screens into more user friendly paradigms – example, tabs, wizards, portals  Embed screens within other applications  Utilize business process modeling tools > Take advantage of the refactored development environment – you are now more productive Copyright © 2009
  • 23. User Interface Main Menu 1. Work with Conferences 2. Work with Venues Work Work Work with with Conf Venue Other Enter Cancel Change Create Change Delete Create Change Delete Conf Venue Venue Venue Other Other Other Conf Conf Work Work with with Details Addr Create Change Delete Create Change Delete Details Details Details Addr Addr Addr Work with Dtls Create Change Delete Dtls Dtls Dtls Copyright © 2009
  • 24. To usable! Tab Portal Wizard Copyright © 2009
  • 25. SOA / Workflow / Automation of Migrated Apps Modernized Panel Function SOA Bus Modernized Server Function XML/SOAP Web Service Call Copyright © 2009
  • 26. Modernization Case Study Dan Burnham - LP Copyright © 2009
  • 27. Case Study Agenda > The company > The decision process > Results > Lessons learned 29 September 23-25, 2009 Copyright © 2009 CA. All rights reserved.
  • 28. The company > A leading manufacturer of building products ($2B Sales) > Most applications internally designed and built to fit unique business requirements using 2E > Users demanding features not available to 5250 environment > Little to no experience in Plex or Web development
  • 29. The decision process > Multiple ways to deliver GUI  Screen Scraper - Demonstrated to work but left 2 sets of code to maintain  Re-write – long term project with high risk/little reward during which time new enhancements would be more difficult  Migration to Plex using ADC M3 process.
  • 31. Lessons learned > Application clean up should be done – migration of less than optimal code added unnecessary complexity. > Understanding the underlying technology proved to be more than expected.  Getting the functionality to work was not the issue.  Implementing within corporate infrastructure guidelines was.  Web-based functionality is very flexible but adds complexity.  Client/Server is similar to familiar 5250 and easily implemented.
  • 32. Q&A > Patterns Demo - Technical Question and Answer > Srinath Abinavam – Product Architect Copyright © 2009
  • 33. Summary > CA Plex and M3 is a powerful new way to modernize IBM I and CA 2E  More capable than host based screen scraping  Less cost and risk than re-writing  Retain the business logic in 2E and native code > Once in Plex, Refactor to gain business advantage  Separate presentation and business logic  Create new user interfaces  Integrate with portals and work flows > ADC Austin can help you maximize your CA 2E, RPG, and COBOL assets Copyright © 2009
  • 34. Next Steps > Initial Discussion  Run automated report on 2E model  Detailed Tech Discussion, View case study model > CA 2E Best Practice Assessment  Analyze model with automated tools  Determine problem areas  Produce migration readiness report, estimate, plan > Proof of Concept  Perform test migration for 20-30 user interface functions, and associated database and non-UI functions Copyright © 2009
  • 35. More Information  http://m3modernization.com – M3 process web site  http://adcaustin.com – Company Information Copyright © 2009