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COBOL to .

NET Conversion IT Department System Automize Review
Jennifer Brower, PMP Brower Tech Solutions NOTE: This presentation has been edited to remove private information ie IP addresses, client names, processor names, vendors, etc. All times, paths, file names, etc have been changed and are meant as examples only.

COBOL To .NET Conversion

BASICS

What Is the COBOL to .NET Conversion?
• 5 applications
• • • • • File Split Order Verification Report Stored Values Report Overdraft Chargeoff Negative Balance Reduction

• Client Support App • Formerly written in COBOL with a DASDL Database & Run on the Mainframe • Converted to .NET applications with SQL server by consulting agency • Apps Currently reside on (IP Address Removed)

What Is the Client Support App?
• Creation of the App & Client Support drives/Formerly on folders on mainframe • File transfers related to Client Support processes

• Receive, decrypt, and forward client files
• Client Support uses its own drive to move files from OnHold folders to Final Copy Folders. • Transfers are sent into the OnHold folders and out of the Final Copy folders

Tools, Servers, & Drives Used
• Automize Tool – Manages file transfers • Task Manager – Schedules 5 Apps • • • • FTP Server – (IP Address Removed) COBOL App Server – (IP Address Removed) SQL Server – (IP Address Removed) App Path – \\path\inetpub\ftproot\folders (Path edited)

• Client Support Drive – Houses OnHold & Final Copy folders for Client Support App • App Drive – Houses Reports created by 5 Apps • Existing Drive – Existing drive/migrating away from it

External FTP Servers – Card Vendor 1 & Card Vendor 2
• Used To Transfer File Split Vendor Output • Vendor 1 Output Upload – Vendor 1 SFTP Profile in Automize
• Pull Final Copy files • Encrypt • Place files in the Upload folder

• Vendor 2 Output Upload – Vendor 2 SFTP Profile in Automize
• Pull Final Copy files • Encrypt • Place files in the Upload folder

External FTP Servers - Processor
• Upload – ProcessorUpload SFTP Profile in Automize
• Place files in the Upload folder • Files MUST start with “(Removed).” <- including the “.” • When files are processed, files come back from processor

• Download – Processor SFTP Profile in Automize
• Pull returned files from the Return folder • Pull OVR1 & OVR2 from the root

COBOL To .NET Conversion

BASIC EXPLANATION OF THE 5 APPS

5 Apps List
• FS – File Split • OVR – Order Verification Report • SVR – Stored Values Report • ODCF – Overdraft Chargeoff

• NBREC – Negative Balance Reconciliation

Order Verification Report
• INPUT
• OVR\Source – OVR1 file pulled from processor

• Application
• OVR.exe – Runs each weekday via Task Scheduler • OVR.exe.config - Configuration file

• OUTPUT
• OVR\Report – Card Order Verification Report (often blank) • Email notification sent to Client Support

• The file is transferred to the App Drive & OnHold folder.

File Split
• INPUT
• FS\Source – OVR2 file pulled from Processor & renamed FS.<yyyymmddhhmmss>

• Applications
• FS.exe – Runs each weekday morning via Task Scheduler • FS.exe.config - Configuration file • FS_CardVerification.exe – Runs each weekday morning via Task Scheduler • FS_CardVerification.exe.config - Configuration file

• DB database/CO table - validates inst/prefix combinations and aborts if an invalid inst/prefix combination exists in the file

File Split
• OUTPUT
• • • • FS\COV_Report – Order Verification Report FS\vendor_output – Vendor 1, 2, & 3 files FS\vendor_report – Vendor Report Email notification sent to Client Support

• The COV reports & Vendor reports are transferred to the App Drive. • The Vendor 1 & 2 files go to their respective OnHold folders on Client Support drive. • The Vendor 3 file goes to the \out file on the FTP server.

Stored Values Report
• INPUT
• SVR\Source – Three files received by the FTP server from clients

• Application
• SVR.exe – Runs 9am – 5pm every hour each weekday via Task Scheduler • SVR.exe.config - Configuration file

• OUTPUT
• SVR\Report – Stored Values Report • Email notification sent to Client Support

• The file is transferred to the App Drive.

Overdraft Charge Off
• INPUT
• ODCF\Source – Task Manager Batch file is run once weekly to pull a zip file from Company that handles Chargeoffs – Automize unzips, decrypts, renames to ODCF- <instid> and sends to COBOL App Server

• Application
• ODCF.exe – Runs once weekly via Task Scheduler • ODCF.exe.config - Configuration file

• OUTPUT
• ODCF\Report – Overdraft Chargeoff Report • ODCF\output - <instid>ODCF • Email notification sent to Admin

• The report is transferred to the App Drive. • The output is uploaded to the data\in folder.

Negative Balance Reduction
• INPUT
• NBREC\Source – Card Balance Report pulled from Company Docshare

• Application
• NBREC.exe – Runs once monthly via Task Scheduler • NBREC.exe.config - Configuration file

• DATABASE : SVDB database – NBRECCRD & NBRECPRE tables
• Reads DB database to obtain parameters for each inst/prefix encountered in the input file. • Parameters are used in updating the SVDB database in conjunction with data supplied in the input file. • Once the SVDB database has been updated, life to date (LTD) balances from the NBRECPRE dataset will be used to update the related dataset of the DB database.

• OUTPUT
• NBREC\Report – Negative Balance Reduction Report & Negative Balance Reduction Report • NBREC\output – Negative Balance Transaction File • Email notification sent to Admin

• The reports are transferred to the App Drive. • The output is sent to Processor.

COBOL To .NET Conversion

FILE TRANSFERS: TASK SCHEDULER & AUTOMIZE

Microsoft Task Scheduler
FTP Server • Overdraft Chargeoff – Once weekly in the afternoon after ODCF runs COBOL App Server Run schedule • OVR – First on weekdays • FS– Second on weekdays • FS_CardVerification – Third on weekdays • NBREC – Noon on the first work day of each month • ODCF – Once per week after others are finished • SVR – 9am – 5pm, every hour Vendor 3 Server • Batch file picks up Vendor 3 Output file when available

Automize Is:
• Created by Hitek Software http://www.hiteksoftware.com • Multi-platform advanced task scheduling and automation software.

• Easy to use task scheduler: No programming or scripting required, graphical interface
• Scripting features are available for advanced users and programmers • Run 1000+ tasks a day using a flexible task scheduler;

Automize Features Summary
• • • • • • • • • Task scheduler allows you to schedule tasks, execute tasks as well as other software programs and applications. No programming or script knowledge is required. Dynamic variables Command and Windows Command Chain Task Integrator Scripting Automate FTP FTP Command task Schedule downloads Schedule email notification messages with attachments to multiple recipients. Automate programs, tasks or batch files with command line arguments. Launch a schedule program and pass command line arguments and start/working directory information to it. Zip files and directories using wildcards on schedule. Can append date/time to filename for archive purposes. Copy files and directories using wildcards on schedule. Can append date/time to filename for archive purposes. Print document files or delete files on a schedule Monitor directory tree for changes Schedule alarms, message reminders FTP Automation software: Schedule file transfers Versatile FTP tasks that can be customized to your needs SFTP (Secure FTP) Automation Software Automate both SFTP (Secure FTP) and FTP PGP Encryption Software Automatically Encrypt and Decrypt files on a schedule Automate backup in Standard ZIP format Synchronize, Archive and more

• • • • • • • • • • • • •

Basics of Automize
• A script is a list of tasks that are run together.

• A task is one function, such as decrypting a file
• Primary Tasks Used in 5 Apps Include:
• FTP & SFTP • Copy & Rename Files • Encryption/Decryption • Email Notification

• Tasks and scripts can be scheduled or triggered to run when a new file appears. • Tasks and scripts can be scheduled to run at anytime as often as you like!

Input & Output Script Basics
Input Scripts always: • Receive a file from a client or vendor • Copy to a subfolder called Sent • Decrypt the file • Send the file to the respective Transfer Data\In folder • Send Email Notification Output scripts always: • Receive a file from 5 Apps or the respective Transfer Data\Out folder • Pull a file from the respective Transfer Data\Out folder • Copy to a subfolder called Sent • Encrypt the file with the company’s encryption key • Send the file to the vendor’s SFTP site. • Send Email Notification

Main Automize Input Scripts
External • Processor
• Handle Return (pulls from Processor)

Clients (Input for SVR and OnHold folder)

ClientCheck

Client2Check

Client3Check

** Note: Some clients go into their own folders on the Y Drive

5 Apps Input • OVR & FS Split - OVRToCobolServer • NBREC:
• HandleNBRECInput (Pull from Company Docshare) • NBREC2010147Check (when pulling from Company Docshare)

• ODCF - HandleODCF (pulls from Company that handles overdrafts)

Main Automize Output Scripts
External • Processor - Always rename files uploaded as “(Removed).” with the dot or the file will be rejected!
• HandleReturn (sends to Client Support Drive) • HandleProcessor

• Vendor 1 – ProcessFinalCopyVendor1 • Vendor 2 – ProcessFinalCopyVendor2 5 Apps Output • OVR - HandleOVRCOVReport • FS - HandleFS • NBREC - HandleNBRECOutput • ODCF - HandleODCFOutput • HandleSVROutput

General Rules for Tasks & Scripts
• ALWAYS COPY THE FILE INTO A SENT FOLDER • To log a task, click the more tab and check Log Transfer box • The last task in a script involving a transfer needs to delete the file • Then, send Email Notification

Creating Tasks
• Click the New Task icon on the taskbar.

• However, it is easier to duplicate an existing task
• To copy an existing task
• Right-click and select Copy • A box will appear with instructions to name the copy

• To edit an existing task
• Select the task • Click the Edit button

• To delete an existing task
• Right-click and select Delete

• To run an existing task
• Select the task • Click the Run button

Creating Scripts
• Click the New Script icon on the taskbar. • To add/edit a script
• Select the script & click edit (or click New Script)in the taskbar) • A Virtual Script box will appear. • Select desired task from the left bottom box and click Add Existing Task. • Continue to Add tasks in the order they should be performed. • Task order can be changed by selecting the task and using the up and down arrows on the right. • Click Save to save the script.

• To run an existing script
• Select the script • Click the Run button

Task Schedules
Any task or script can be run on a schedule.

• To set a new schedule:
• • • • Right click the task or script Select New Schedule Fill out the popup box and select OK View the schedule tab to see that the checkbox next to the item is checked

• To disable the schedule:
• Go to the Schedule tab • Right click the item and select Suspend Schedule • View the schedule tab to see that the checkbox next to the item is not checked

• To re-enable the schedule:
• Go to the Schedule tab • Right click the item and select Run Schedule • View the schedule tab to see that the checkbox next to the item is not checked

Encryption/Decryption
• Click Encryption Settings from the menu • When decrypting:
• Import a key – Be sure the key has ultimate trust! • Create a new encryption profile called decrypt<client/vendor> • Create the decryption task and select decrypt<client/vendor> from the dropdown box • Indicate the source and target directories

• When encrypting:
• Create a key Be sure the key has ultimate trust! • Create a new encryption profile called encrypt<client/vendor> • Create the encryption task and select encrypt<client/vendor> from the dropdown box • Indicate the source and target directories

FTP/STP
• Select FTP or SFTP from the dropdown menu • Create, Update, or Delete an FTP or SFTP profile. • FTP/SFTP Task
• Copy an existing FTP task (easier) or • Click Add Task icon on the taskbar and select task

COBOL To .NET Conversion

QUESTIONS???