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Unattended Computer Operations
in the Banking Industry
SPECIAL GUEST
Jim Sweeney, Hills Bank
First Vice President of IS
and Computer Operations
Upcoming Webinars
Chuck Losinski
Director of Automation Technology – Robot
Broadcasting live from Eden Prairie in Minnesota, USA
Yvonne Schumacher
Training and Services Consultant
Unattended Computer Operations
in the Banking Industry
Does your team need more automation?
Unattended Computer Operations
in the Banking Industry
Agenda
• Banking Industry Issues
• Interview with Jim Sweeney at Hills Bank
• A Summary of What We Resolved
• How Robot/SCHEDULE and Enterprise Helped
• How Robot/CONSOLE and ALERT Helped
• How Robot/SAVE Helped
• Other Products to Consider
Banking Industry Issues
• Consistent processing needed (no mistakes)
• Customers must not see the problem first
• Unplanned downtime not allowed
• Lots of regulations: GLBA, FDIC, state and internal auditors
• Many vendor applications that need coordination
• Maintain current IT staffing level while growing the bank
• Not enough time…and time is money
Agenda
• Banking Industry Issues
• Interview with Jim Sweeney at Hills Bank
• A Summary of What We Resolved
• How Robot/SCHEDULE and Enterprise Helped
• How Robot/CONSOLE and ALERT Helped
• How Robot/SAVE Helped
• Other Products to Consider
Jim Sweeney
First Vice President
Information Systems – Computer Operations
• Banking Industry Issues
• Interview with Jim Sweeney at Hills Bank
• A Summary of What We Resolved
• How Robot/SCHEDULE and Enterprise Helped
• How Robot/CONSOLE and ALERT Helped
• How Robot/SAVE Helped
• Other Products to Consider
Agenda
What We Resolved
• Automated file transfer processes between servers
• Organized processing occurs in the correct order
• Established an escalation notification process
for Jim and data center staff
• Messages are intercepted at key processing points
• Jobs reacting to messages from Jack Henry
• Monitor server equipment
• Automated full system restricted state backup
• No night operator!
Agenda
• Banking Industry Issues
• Interview with Jim Sweeney at Hills Bank
• A Summary of What We Resolved
• How Robot/SCHEDULE and Enterprise Helped
• How Robot/CONSOLE and ALERT Helped
• How Robot/SAVE Helped
• Other Products to Consider
How Robot/SCHEDULE Helped
• Event-driven schedule
– Reactive jobs
– Group jobs
• File Transfers
– File renames
– File dependencies
• Reporting
– Who changed the job?
– Who’s authorized to change jobs?
– History of the jobs
Robot/SCHEDULE
IBM i
Enterprise Server
− History
− Events
Robot/SCHEDULE and
Robot/SCHEDULE Enterprise
Robot/SCHEDULE Demonstration
• Create a group job with members
• Create a reactive job
• Execute a file transfer
• Show the:
– Completion history and Schedule Activity Monitor
– Good Morning Report
– Audit results
• Show Robot/ALERT interface
Agenda
• Banking Industry Issues
• Interview with Jim Sweeney at Hills Bank
• A Summary of What We Resolved
• How Robot/SCHEDULE and Enterprise Helped
• How Robot/CONSOLE and ALERT Helped
• How Robot/SAVE Helped
• Other Products to Consider
How Robot/CONSOLE Helped
• Message Centers
– Escalation that is flexible
– Monitor system objects or “resources” like job queues and
subsystem status
• Central Console
– “See” all IBM i events in one window
– Robot/NETWORK consolidation and performance monitoring
• Message Sets
– Intercept messages from your business application
– Execute jobs or other commands
– Automate message response
Message
Queues
QSYSOPR
App *MSGQ
Resources:
Devices,
subsystems,
jobs, job queues,
CPU, HTTP,
MQ
Logs:
QAUDJRN
FTP
QHST
Robot/CONSOLE
on each partition
Robot/ALERT
Two-Way
SMTP/POP3, SNMP, SMS
Robot/NETWORK Status Center
Notification of Exceptions
SNMP/PING:
Robot/TRAPPER
Robot/CONSOLE Demonstration
• Show message center escalation setup
• Show notification lists
• Create a message set to answer inquiry messages
• Create a message set to intercept an info message then
execute a job
• Show resource monitoring
• Show Robot/TRAPPER message center for PINGING
• Show Robot/ALERT interface
Agenda
• Banking Industry Issues
• Interview with Jim Sweeney at Hills Bank
• A Summary of What We Resolved
• How Robot/SCHEDULE and Enterprise Helped
• How Robot/CONSOLE and ALERT Helped
• How Robot/SAVE Helped
• Other Products to Consider
How Robot/SAVE Helped
• You tell us your save requirements
– Full system or only certain libraries or directories
– How long to keep the data
• We track volume usage and catalog objects saved
– Generate audit and restoration reports automatically
– Automate tape tracking (physical or virtual)
– Easy restore operations (one object or full system)
A /systems Company
Robot/SAVE Overview
Libraries, documents,
files, programs,
IFS directories, and files
Restricted State
Object Archive
Tape Vaulting
Any IBM i
Save
Restoration Reports
VTL or AML
Centralized
Media
Management
Encryption
Robot/SAVE Demonstration
• Show a typical backup setup in Robot/SAVE
– Library and IFS objects
• Show media tracking
• Show object archive
• Show Robot/ALERT interface
Agenda
• Banking Industry Issues
• Interview with Jim Sweeney at Hills Bank
• A Summary of What We Resolved
• How Robot/SCHEDULE and Enterprise Helped
• How Robot/CONSOLE and ALERT Helped
• How Robot/SAVE Helped
• Other Products to Consider
Banks Need to Process Reports
Robot/REPORTS
• Automate report distribution
– Email
– Print remotely
– View online
• Build archival process around business
and operations reports
– Retention system
• Satisfy auditors with historical information
Robot/REPORTS Overview
Online Storage
Report
Viewing
Print on Demand
PDF, HTML,
CSV, or TXT
Segment
and Bundle
Reports
Report
Security
and Audit
Short-Term or
Long-Term
Archive
© 2013 Help/Systems. Company Confidential.3/20/2014 27
InterMapper suite of network monitoring, mapping, and alerting software is
comprised of 3 products which work together seamlessly:
InterMapper ●
InterMapper Flows ● InterMapper RemoteAccess
PRESENTATION RECAP:
• Automation improves efficiency
• Automation helps you meet regulations and pass audits
• Automation eliminates errors
• The integrated Robot solution offers the highest level of both
automation and quality
Questions?
Thank you for joining us today!
Website: www.helpsystems.com
Telephone: 800-328-1000 sales
952-933-0609 support
Special Guest: Jim Sweeney from Hills Bank in Hills, Iowa
Presenters: chuck.losinski@helpsystems.com
yvonne.schumacher@helpsystems.com
Contact Information
Chuck Losinski
Director of Automation
Technology – Robot
Yvonne Schumacher
Training and Services
Consultant

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Banking Industry Automation with Robot Solutions

  • 1. Unattended Computer Operations in the Banking Industry SPECIAL GUEST Jim Sweeney, Hills Bank First Vice President of IS and Computer Operations
  • 3. Chuck Losinski Director of Automation Technology – Robot Broadcasting live from Eden Prairie in Minnesota, USA Yvonne Schumacher Training and Services Consultant Unattended Computer Operations in the Banking Industry
  • 4. Does your team need more automation? Unattended Computer Operations in the Banking Industry
  • 5. Agenda • Banking Industry Issues • Interview with Jim Sweeney at Hills Bank • A Summary of What We Resolved • How Robot/SCHEDULE and Enterprise Helped • How Robot/CONSOLE and ALERT Helped • How Robot/SAVE Helped • Other Products to Consider
  • 6. Banking Industry Issues • Consistent processing needed (no mistakes) • Customers must not see the problem first • Unplanned downtime not allowed • Lots of regulations: GLBA, FDIC, state and internal auditors • Many vendor applications that need coordination • Maintain current IT staffing level while growing the bank • Not enough time…and time is money
  • 7. Agenda • Banking Industry Issues • Interview with Jim Sweeney at Hills Bank • A Summary of What We Resolved • How Robot/SCHEDULE and Enterprise Helped • How Robot/CONSOLE and ALERT Helped • How Robot/SAVE Helped • Other Products to Consider
  • 8. Jim Sweeney First Vice President Information Systems – Computer Operations
  • 9. • Banking Industry Issues • Interview with Jim Sweeney at Hills Bank • A Summary of What We Resolved • How Robot/SCHEDULE and Enterprise Helped • How Robot/CONSOLE and ALERT Helped • How Robot/SAVE Helped • Other Products to Consider Agenda
  • 10. What We Resolved • Automated file transfer processes between servers • Organized processing occurs in the correct order • Established an escalation notification process for Jim and data center staff • Messages are intercepted at key processing points • Jobs reacting to messages from Jack Henry • Monitor server equipment • Automated full system restricted state backup • No night operator!
  • 11. Agenda • Banking Industry Issues • Interview with Jim Sweeney at Hills Bank • A Summary of What We Resolved • How Robot/SCHEDULE and Enterprise Helped • How Robot/CONSOLE and ALERT Helped • How Robot/SAVE Helped • Other Products to Consider
  • 12. How Robot/SCHEDULE Helped • Event-driven schedule – Reactive jobs – Group jobs • File Transfers – File renames – File dependencies • Reporting – Who changed the job? – Who’s authorized to change jobs? – History of the jobs
  • 13. Robot/SCHEDULE IBM i Enterprise Server − History − Events Robot/SCHEDULE and Robot/SCHEDULE Enterprise
  • 14. Robot/SCHEDULE Demonstration • Create a group job with members • Create a reactive job • Execute a file transfer • Show the: – Completion history and Schedule Activity Monitor – Good Morning Report – Audit results • Show Robot/ALERT interface
  • 15. Agenda • Banking Industry Issues • Interview with Jim Sweeney at Hills Bank • A Summary of What We Resolved • How Robot/SCHEDULE and Enterprise Helped • How Robot/CONSOLE and ALERT Helped • How Robot/SAVE Helped • Other Products to Consider
  • 16. How Robot/CONSOLE Helped • Message Centers – Escalation that is flexible – Monitor system objects or “resources” like job queues and subsystem status • Central Console – “See” all IBM i events in one window – Robot/NETWORK consolidation and performance monitoring • Message Sets – Intercept messages from your business application – Execute jobs or other commands – Automate message response
  • 17. Message Queues QSYSOPR App *MSGQ Resources: Devices, subsystems, jobs, job queues, CPU, HTTP, MQ Logs: QAUDJRN FTP QHST Robot/CONSOLE on each partition Robot/ALERT Two-Way SMTP/POP3, SNMP, SMS Robot/NETWORK Status Center Notification of Exceptions SNMP/PING: Robot/TRAPPER
  • 18. Robot/CONSOLE Demonstration • Show message center escalation setup • Show notification lists • Create a message set to answer inquiry messages • Create a message set to intercept an info message then execute a job • Show resource monitoring • Show Robot/TRAPPER message center for PINGING • Show Robot/ALERT interface
  • 19. Agenda • Banking Industry Issues • Interview with Jim Sweeney at Hills Bank • A Summary of What We Resolved • How Robot/SCHEDULE and Enterprise Helped • How Robot/CONSOLE and ALERT Helped • How Robot/SAVE Helped • Other Products to Consider
  • 20. How Robot/SAVE Helped • You tell us your save requirements – Full system or only certain libraries or directories – How long to keep the data • We track volume usage and catalog objects saved – Generate audit and restoration reports automatically – Automate tape tracking (physical or virtual) – Easy restore operations (one object or full system)
  • 21. A /systems Company Robot/SAVE Overview Libraries, documents, files, programs, IFS directories, and files Restricted State Object Archive Tape Vaulting Any IBM i Save Restoration Reports VTL or AML Centralized Media Management Encryption
  • 22. Robot/SAVE Demonstration • Show a typical backup setup in Robot/SAVE – Library and IFS objects • Show media tracking • Show object archive • Show Robot/ALERT interface
  • 23. Agenda • Banking Industry Issues • Interview with Jim Sweeney at Hills Bank • A Summary of What We Resolved • How Robot/SCHEDULE and Enterprise Helped • How Robot/CONSOLE and ALERT Helped • How Robot/SAVE Helped • Other Products to Consider
  • 24. Banks Need to Process Reports Robot/REPORTS • Automate report distribution – Email – Print remotely – View online • Build archival process around business and operations reports – Retention system • Satisfy auditors with historical information
  • 25. Robot/REPORTS Overview Online Storage Report Viewing Print on Demand PDF, HTML, CSV, or TXT Segment and Bundle Reports Report Security and Audit Short-Term or Long-Term Archive
  • 26.
  • 27. © 2013 Help/Systems. Company Confidential.3/20/2014 27 InterMapper suite of network monitoring, mapping, and alerting software is comprised of 3 products which work together seamlessly: InterMapper ● InterMapper Flows ● InterMapper RemoteAccess
  • 28.
  • 29. PRESENTATION RECAP: • Automation improves efficiency • Automation helps you meet regulations and pass audits • Automation eliminates errors • The integrated Robot solution offers the highest level of both automation and quality Questions?
  • 30. Thank you for joining us today! Website: www.helpsystems.com Telephone: 800-328-1000 sales 952-933-0609 support Special Guest: Jim Sweeney from Hills Bank in Hills, Iowa Presenters: chuck.losinski@helpsystems.com yvonne.schumacher@helpsystems.com Contact Information Chuck Losinski Director of Automation Technology – Robot Yvonne Schumacher Training and Services Consultant

Hinweis der Redaktion

  1. There will be a moment of silence while I start the recorder.
  2. Show GUI blueprint showing group job and dependencies.Show adding a dependency to a job and show dependent reactive jobs.Show a File event, and the agent job containing an FTP. Show the setup of the file transfer with RCV. Show the files in your directory /home/chuck.Show the overall job completion history, SAM, Good Morning report from the Robot job.Do a DO on a job and look at the audit results. Maybe change a command and see the before/after results.Show job monitors and how if a job is terminated you will be notified with Robot/ALERT.
  3. Message CentersEscalation that is flexibleCentral Console“See” events – many of our large banking customers use Robot/NETWORK to consolidate monitoring for all partitionsMessage SetsIntercept messages from your business appExecute jobs or other commandsAutomate message response
  4. [add InterMapper notes here]
  5. Speaker notesJoin us for an in-depth conference that will help you improve your knowledge and skills. Hear from IT professionals and industry experts on the latest hot topics.A few of the conference benefits include: Learn how to get more from and do more with your dataEarn CPE creditsMeet and network with your peers It’s a well-rounded professional development conference that provides value for both you and your organization.