This webinar discussed how unattended computer operations through automation can help banks meet their needs. It featured an interview with Jim Sweeney of Hills Bank who discussed how Robot software helped automate their file transfers, scheduling, backups, alerts and reporting. The webinar demonstrated how Robot/SCHEDULE automates jobs, Robot/CONSOLE monitors systems and alerts staff, Robot/SAVE backs up systems unattended, and Robot/REPORTS distributes reports. Automation with Robot can improve efficiency, help meet regulations, eliminate errors and provide the highest level of automation and quality for banks.
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
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
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
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
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
There will be a moment of silence while I start the recorder.
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.
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
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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.