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IBM Rational Software Conference 2009




           IBM Rational Software Conference 2009
        How a tactical HATS solution became a strategic
                    asset - A Customer Story
                                            Kenny Smith
                                Principal, Strongback Consulting
                            kenny.smith@strongbackconsulting.com
                                             Alisa Morse
                                        Product Manager, IBM
                                                                                      EM06
                                         alisa@us.ibm.com

© 2009 IBM Corporation
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IBM Rational Software Conference 2009



Agenda

 Customer challenges
 Introduction to HATS
    What is it?
    How HATS capabilities address customer challenges
 TSYS Story
    Company background
    Business Challenge
    Solution Implemented
    Lessons Learned




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IBM Rational Software Conference 2009



Value of Existing Applications
   Existing applications are among the most valuable assets
    a company owns
      Fully functional applications that run the business
        today
      Significant investments over the years
       Fine-tuned for dependable optimal performance
       Run within fine-tuned reliable, robust, scalable IT
        infrastructure and platforms
   Accessed via character / text based terminals
      Non-intuitive, difficult to navigate user interfaces
       Difficult to integrate in modern business processes
   5X less expensive to reuse existing applications than to
    write new applications from scratch
   Reusing proven, time-tested applications can result in
    significantly lower risk and faster time to market



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   Challenges and Customer Requirements
                                            Customers want to leverage “integration at the glass” -
                                           Portal and Lotus Expeditor technology
                                                 Access existing applications from a common portal
                                                (e.g. Customer Service Portal, or Employee/Human
                                                Resources Portal, etc.)
                                           Customers want to use existing applications in their new
                                           business processes
                                                 SOA, Web Services based composite applications
                                                 Require integration with new J2EE, .NET, etc.
                                                applications for totally new user interfaces and/or
                                                business process automation




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   Challenges and Customer Requirements
                                                Improve the appearance of user interfaces
                                                     Reduce learning curve for newer employees
                                                     Extend to new departments, new business
                                                    partners, new end-user customers, who rely on
                                                    web application ease-of-use


                                                Improve employee productivity by streamlining
                                               application flow
                                                     Automate where appropriate - eliminate
                                                    unnecessary keystrokes and screen navigations
                                                     Customize access for a specific set of users




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IBM Rational Software Conference 2009

   Challenges and Customer Requirements
  Eliminate or reduce administration and maintenance of
 installed client software
       IBM or 3rd party 3270 or 5250 emulation client SW
      packages
       Browser is universally available without dependence on
      HW/SW




                Customers want to do all this while minimizing cost and risk


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Host Access Transformation Services (HATS)

      What can you do with HATS?
             Quickly and easily create Web, portal or rich client
              applications that provide an easy-to-use GUI for
              your green-screen applications
            Low skills requirement
            Highly customizable
            Iterative development process
            Transformation “on the fly”
             Extend terminal application tasks as Web services
      Benefits
             Extend host application to new users
             Improve the navigation of your host application
             Reuse your existing assets in a Service Oriented
              Architecture
             Avoid rewriting applications (no impact to code)

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Modernization At Your Own Pace
         Today                                      Day 1                  Tomorrow


                                                                                     Integration: Text can be
                                                                                    replaced with images, input
                                                                                   fields can be populated from
                                                                                  data on other screens or from
                                                                                  a database, date fields can be
                                                                                        converted into popup
                                                                                   calendar widgets, and more!




       Modern UI: All
      pages share the
      same theme and
     style, which can be
    based on an existing
          Web site.




                   Instant Value: HATS default
                      rendering automatically
                      transforms actions into
                  clickable links and buttons. No                                               Aggregation: data from
                   changes required to the host                                                      other screens,
                            application.                                                          databases, or other
                                                                                                systems can be merged
                                                                                                and displayed with host
                                                                                                         data.
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HATS deployment options
                                                        Web


                                                                                                         Rich Client


                                                 View through your favorite browser
                                                 Zero footprint



                                                                                                          Integration at the
                       3270 or 5250                                                      Portal            desktop with other
                       Data stream                                                                         Eclipse applications
                                                                                                          Client side processing
                                                                                                          Rich set of user
                                                             Mobile                                        interface widgets
                                                                                                          Built on the standard,
                             Web Service                                                                   open Eclipse foundation
                                                                                                          3270e print directly to
                                                                                   Integration at the     end user’s printer
                                                                                    glass
                                Build self-service                               Click-to-Action
                                                          PDA, Cell Phones, Data
                                 transactions                                      support
                                                           Collection terminals



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                                                                                                        Persistent

                                                                                                     Non-persistent

Architecture Comparison

   Eclipse-based                                                                         Provisioning Server
    Rich Client                                                                              (Optional)
                    327
                       0/5
                          250
                              dat
                                 ast
                                     rea
                                        m



                   3270/5250 datastream                Internet, Intranet,
                                                             or VPN
    Traditional
     Emulator                                                                                            System i or z
                                                                                                      (TN5250, 5250W, or
                                                                                                           TN3270)


                                               T   P
                                            HT
                                       over                         SOAP over HTTP
                                  ML
                               HT



   Standard Web
      Browser                                                                            HATS Running on
                                                                                     WebSphere Application Server
                                                                                        or WebSphere Portal
                           PDA/Mobile Device
                                                          Web Service Client


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Built on Rational, WebSphere, and Lotus Technologies

 IBM Rational Software Delivery Platform
    HATS Toolkit is an Eclipse plug-in to the IBM Rational
     Software Delivery Platform
    Wizard-based
    Creates HATS applications
 WebSphere Application Server, WebSphere Portal
  Server
    HATS leverages WebSphere Application Server (WAS) or
     WebSphere Portal Server at runtime
    HATS Toolkit creates J2EE .war and .ear files for
     deployment
    HATS runtime is contained in the HATS application
 Lotus Expeditor, Eclipse Rich Client
    Open, standards-based platform
    HATS Toolkit creates Eclipse plug-ins for deployment
    HATS runs on the client machine, not on middleware




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Achieving a Green Screen Look with HATS

                                                      HATS supports host colors and
                                                       extended field attributes, including:
                                                          Numeric only, alphabetic only,
                                                           signed numeric, reverse image,
                                                           column separator, underline, and
                                                           blink fields
                                                      Supports automatic field advance
                                                      Host keypad and OIA can be
                                                       displayed (and positioned
                                                       anywhere)
                                                      Native keyboard support (i.e.
                                                       pressing F12 in the browser sends
                                                       F12 to the host application).



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Achieving a Modern Web Look with HATS

 Customize screens with intuitive web user
  controls, including:
     Popup lists, drop-downs, checkboxes, lists,
      radio buttons, calendar popups, graphs, etc.
 Simplify screens and work flow by
     Split one screen into multiple screens
     Organize data in tabs
     Remove functions / actions no longer needed
      by removing full screens or partial screens
 One customized Web page can be applied to
  more than 1 host screen!




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Global Rules and Valid Value Lists




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Integration with WebSphere Portal
 Aggregate applications and content
  and deliver them as role-based
  applications
 Tailor your host applications to
  different user roles as portlets
 Present multiple host applications on
  the same page with business,
  productivity, and collaboration
  portlets
 HATS supports:
    JSR168 Portlet API
         Cooperative portlets
         Connection overrides
    IBM Portlet API
         Cooperative portlets
         Single Sign-On with portal
          credentials and credential vault



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HATS Rich Client Overview

 Extends host applications to the desktop.
  Applications run on:
    Eclipse RCP 3.2, 3.3, or 3.4
    IBM Lotus Expeditor Client 6.1.x
 Provide a modern GUI interface to mission
  critical green screen applications.
 Processing occurs on the desktop
  (WebSphere Application Server is not
  required)
 Provides the capability to integrate host
  access applications with other applications
  on the desktop.
 Alternative to traditional terminal emulator
  products.
 Targeted at internal users in a controlled
  environment.

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HATS Mobile device Support
   HATS transformation applications can
                                                        Compact Default Rendering
    now be accessed by pervasive devices
    such as cellular phones, data collection
    terminals, and Personal Digital                                                        New template

    Assistants                                                                      Icon application keypad

   This allows for the HATS developer to:                                          optimized default settings
     Customize and transform individual
      screens
     Add business logic to screen interactions
     Enhance the presentation, layout, and flow
      of the original host systems
                                                                                             Compact
   Supported browser: Internet Explorer                                                 default rendering

    Mobile 5.0 or later
   Reminder: HATS Integration Object or
    Web service data can also be used in
    conjunction with mobile devices
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  Combine and Integrate




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The Value of HATS SOA

 HATS is an important part of the IBM SOA strategy!
    IBM SOA Foundation helps to extend the value of the applications and business
     processes that currently run your business, not replace them.
 HATS does not require application reengineering or rewriting




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HATS Macros, Integration Objects, and Web Services
 A macro is a script that drives through and interacts with the
  green screen applications.
    Developer defines “screens” within the macros by identifying screen
     recognition criteria and actions to perform when the screen is reached.
    Developer links screens together to define the flow of the macro.
 An Integration Object (IO) is a Java class that encapsulates a
  macro.
    IOs can be called directly from JavaServer Faces (JSF), Strutus, or
     standard JSP Web pages.                                                       Web Service
    IOs can also be used in Enterprise Java Beans (EJBs) or Web                Integration Object A
     Services.
                                                                                      Macro A
 A Web service is a repeatable operation that can be accessed
  over a network.
                                                                                Integration Object B
    A Web service is composed of 1 or more operations.
    An Integration Object is represented by an operation.                            Macro B




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How It Works - A simple example


  <Name>Smith, John</Name>                                In




                                                          O
                                                          ut

                                                                       WebSphere Application Server


    <HATS-Results>                                                            “Query Address”
       <NameAddr>Smith,   John   H   –   100   Saul Rd</NameAddr>
       <NameAddr>Smith,   John   M   –   102   Cedar Ln</NameAddr>              Web Service           TN5250,
                                                                                                      5250W, or
       <NameAddr>Smith,   John   S   –   200   Kissing Ct</NameAddr>                                   TN3270
       <NameAddr>Smith,   John   T   –   201   Jordan Way</NameAddr>
       <NameAddr>Smith,   John   V   –   100   Indigo St</NameAddr>
       <NameAddr>Smith,   John   W   –   205   Bartons Ln</NameAddr>
    </HATS-Results>




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Visual Macro Editor (VME)
 The VME is tool for visually developing HATS macros
   Macros are the scripts that navigate and interact with 3270, 5250, VT
    host applications.
   Macros are the foundation for the Web Service support provided by
    HATS.
   Inputs and outputs in a HATS macro are eventually manifested as
    inputs and outputs in a Web Service (screen interactions are hidden
    behind the Web Service interface).
 The VME provides value by:
   Significantly increasing the productivity of HATS macro developers.
   Allowing for easier handling of alternate / error flows.
   Helping decrease the number of logic / flow problems (since the flow
    can be clearly analyzed by both developers, expert users, and business
    analysts).
 Fully supported in HATS 7.5 (November 2008)



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Case Study: Total System Services (TSYS)




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Company Background
   Ticker: TSYS
    TSYS became an independent company after former parent
     company Synovus relinquished its ownership in TSYS in what is
     known as a spin-off transaction
   Largest (publicly traded) Electronic Payment Processor in the World
   Based in Columbus, Georgia
   TSYS is the only company with a single platform capable of serving a
    client's portfolio on more than one continent
   VERY large mainframe footprint
     At one point was the 3rd largest in the US




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Business Challenge
   Very large host based applications (TS1/TS2)
     Services the credit/debit card industry
        These are the systems service reps use when you call your bank
        Account balances, payment history, card activations, etc.
     1000's of 3270 green screens
        Highly available, secure encrypted communications to customer premises
     Very complex business logic
     > 50,000 users on these systems
     18M 3270 screens displayed per day
     TS1 in operation for decades, TS2 since 1994
        Both offer different services depending upon retail, commercial, debit, or credit
         customer
   Tiered service offering
     3270 Green Screens ($)
     ProphIT (.NET) – no custom workflows ($$)
     ProphIT with custom .NET, MQ/CICS workflows ($$$$)




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Business Challenge
   Need to replace the interface for lower tier offerings
   Gradually losing customers to competition
     Competition has Web or Rich UI
     Less expensive, more features than TSYS' low tier offering
     Top tier offerings still require 3270 for some functions
   Very high training costs
    ~90 days to bring a new CSR up
    Average turnover of 10-12 months
    7-9 months average productive time
   Expensive and risky to replace TS1/TS2
     Strict SLA's, Sarbanes-Oxley, SEC, Financial regulations
     ProphIT originally meant to replace the UI




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Technical Challenges
 1000's of screens
    About 10% used 90% of the time
 Complex business logic
    CICS, multiple regions, highly customized RACF
 Tight real estate on the screens
    Many fields are coded results
    Many field labels are abbreviated/coded for space
 EXTREMELY tight security
   No external parties can connect to their internal network
   TSYS development teams cannot connect to external networks
 Little to no in-house expertise in Java / Java EE
    .NET one side, Cobol/Assember on the other




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Screen Shot




              *Data shown is authorized test data, not real / live customer data.

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Previous Solutions – ProphIT

 Key revenue stream for top 2 tiers
    Originally intended as a UI replacement
    Serves as the top 2 tiers for credit/debit card servicing
 .NET Based
   Custom work flows
   Headless MQ/CICS transactions
   150+ developers
 Each customer gets their own rack space
 >$30M initial development cost
 Handles 20-25% of TS1/TS2 functionality
    95% of CSR's time spent in ProphIT
    Remainder using green screens


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Screen Shot




                   *Data shown is authorized test data, not real / live customer data.



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                    *Data shown is authorized test data, not real / live customer data.




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Alternatives Considered
   Seagull Software
     Closest competitor to HATS
     Does not support RTL languages (i.e. Arabic, Hebrew)
     Recent change of ownership with no clear future strategy
   Pegasus Systems
     True screen scraper
     No way to combine screens
     Not mature product, poor documentation
   Microsoft Host Integration Solution
     Similar to features already used in .NET with MQ transactions
     API based




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New Solution

 Initial Proof of Concept
 Pilot for single new customer
    Our consultancy trained TSYS in-house personnel and performed initial implementation
    Wildly successful
    One of the fastest deployments IT had done
    Sales and marketing group highly interested, ready to sell
    Set a precedent for all other departments to match
 Conversion to beta for group of key customers
    Some new, some old customers
 Transition to major project within IT division
    Goal to replace Tier1 offering with HATS based UI
    No more 3270 offerings except for specific security needs
    All web based, no RCP or Mobile


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Proof of Concept
   3 day POC at TSYS facilities
   Technical Goals:
     Default transform all screens
        Showed executive team any screen they wanted
     Customize and combine key work flows
        Specific screens chosen for relative complexity
        Screen customizations, transformations, CSS, macros.
        No web services, business logic, custom components
     Theme the application based on existing TSYS visual artifacts
  Business Goals:
     Ease of development
        Developed on TSYS workstation
        Business analyst at the keyboard
     Integrate with existing systems
     Provide a replacement for default 3270 interface
     Offer features for future desires (SSO, Web Services)

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    Development Methods

 Bootstrap development with outside consultancy (Strongback Consulting)
    Consultants work remotely as needed
    Use Project Interchange to deliver artifacts
    No interconnection between TSYS and consultant's systems
 Gradually bring on in-house developers
    Consultants establish project baselines and dev standards
    Train and mentor as we go
    Mixture of development skills
    Early in-house developers begin mentoring later ones
 3 Month Initial Development cycle
    End product considered an 'Alpha' release
    Fully functional, tested, but limited screen transformations
    Default rendering on most screens


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Implementation/Architecture                                                                                                            H TTP 80
                                                                                                                                     H TTPS 443




                                                                                          F ir e w a ll
                                                                                                                                                                     C lie n t



 Host Access Transformation Services                                                    V IP

                                                                                                          L o a d B a l a n c e rs


  for 3270 Applications 7.1
                                                                                      H TTP
                                                                                        80

 WebSphere Application Server ND                                                                                                                                                         H a rv e s t



  6.1                                                                                                                                H T T P P ro x y
                                                                                                                                        S e rv e rs



 IBM HTTP Server                                                                                                                                                C ode
                                                                                                                                                           d e p lo y m e n t s
                                                                                                                                                                  5101
                                                    P lu g in u p d a t e s                                                                                  1 8 0 0 -1 9 0 0
                                                            8008                   W e b s p h e re
                                                                                                                                                           B i- D ir e c t io n a l

 Cisco Load Balancers
                                                                                      P lu g in
                                                                                       9080                                      P lu g in u p d a t e s
                                                                                       9443                                               8008
                                                                                                                                     F ir e w a ll



                                                                                                                                     W e b s p h e re                       A d m in
                                                                                                                                        C lu s te r                        C o n s o le




 Rational Application Developer
                                                                              23                               23

                                                                                      F ir e w a ll




                                                                                      H P le x




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                  *Data shown is authorized test data, not real / live customer data.
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                    *Data shown is authorized test data, not real / live customer data.




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HATS (and other) Techniques used
 Predominantly Customization/Transformation based
    Let default rendering, global rules do the brunt of the work
 Macros, Macro Handlers, Global Variables for navigation
    Links to screen codes vs. manually typing screen identifiers
    Avoid retyping customer data where possible – improve data accuracy
 Business Logic in corner cases
    i.e. Selectively removing global variables (example in future slide)
 HEAVY use of Cascading Style Sheets
    Makes for much cleaner JSP
    Separation of content from presentation
 Dojo Toolkit
    More attractive & flexible than HATS tabbed tables
    API allow us to change the HTML DOM at rendering time
    Can be much easier than a custom component


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Dojo

 JavaScript toolkit maintained by the Dojo Foundation (IBM is a member)
 Rational SDP 7.5 embedded support for this toolkit




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Custom Macro Handlers

 Simply a JSP with input tags
 One input tag for each prompt in the macro. Name attribute is the name of the
  prompt
 Set global variables at the same time. GV names are prefixed with “hatsgv_”
 Perform client side validation with dojotype, required, regExp attributes
 <input class="HATSINPUT" type="text" name="hatsgv_accountNumber"
 i d =" a c c o u n t N u m b e r " m a x l e n g t h= " 1 6 " d o j o t y p e=" d i j i t . f o r m . T e x t B o x "
 value="<%=
 ((TransformInfo)request.getAttribute(CommonConstants.REQ_TRANSFORMINFO
 ) ) . g e t G l o b a l V a r i a b l e (" a c c o u n t N u m b e r ", t r u e ) . g e t S t r i n g ( 0 ) . t r i m ( ) % > "
   o n k e y p r e s s= " a l l o w N u m e r i c O n l y ( t h i s ) " r e q u i r e d= " t r u e "
 r e g E x p = " [ 0 - 9 ] { 1 6 } ”> < / i n p u t >




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Business Logic Example
public static void execute(IBusinessLogicInformation blInfo)
{
// Remove all the account specific global variables, leaving
only the search params.
   removeGlobalVariable(blInfo, "dateOfBirth");
   removeGlobalVariableByPrefix(blInfo, "igb");
   removeGlobalVariableByPrefix(blInfo, "mna");
}
private static void removeGlobalVariableByPrefix(
    IBusinessLogicInformation blInfo, String prefix) {
    Enumeration localGlobalVariables =
blInfo.getGlobalVariables().elements();
    IGlobalVariable gv = null;
    while (localGlobalVariables.hasMoreElements()) {
       gv = (GlobalVariable)
localGlobalVariables.nextElement();
       if (gv.getName().toString().startsWith(prefix)) {
          removeGlobalVariable(blInfo,
gv.getName().toString());
      }
    }
}



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Key Business Benefits
   Tactical
     Stems the 'bleeding' of existing customers
     Major reduction in training costs
        Application still under development, but anticipate under 3 weeks of training time (~75%)
     Allows SNA/Token Ring customers easy migration path
     Prior customers being courted with new features

   Strategic
     Sales group now selling into new accounts
        Some were previously 'untouchable'
        Many are competitive accounts
     Makes future M&A more appealing
        Easier to incorporate new data
     Entry point to Java, Java EE, SOA
        Only Cobol/Assembler or .NET previously
        New integration techniques now available
     Creates potential for new revenue tiers, products

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Key Technical Benefits
 Easy development
    Wizard driven but code accessible
 Reuses existing host system cobol business logic, Screen UI layout
 Fast deployment cycles
    Encourage iterative design patterns
    Customize transformations as needed, default render the rest
 Easier deployment to new customers
    Only an Internet browser required (IE6, IE7, Firefox)
    No terminal emulator to administer or install
    HTTP/HTTPS vs. 3270 (firewall friendly)
 More scalability
    Requires less hardware per customer than ProphIT
    Compact data center footprint
    Uses System p logical partitioning to gradually scale

                         Select View/Master/Slide Master to add Session Number Here
IBM Rational Software Conference 2009




                         Select View/Master/Slide Master to add Session Number Here   46
IBM Rational Software Conference 2009



Deployment Experience – The Good
 Very fast development
    Weekly builds
    Overnight tests from QA (outsourced overseas)
    Iterative cycles
    Reuse themes from ProphIT
 Skilled Business Analysts accelerated requirements
    Excellent documentation – reused many existing docs
    Knowledgeable about technology and TSYS systems
 Resourceful enterprise architect, Rock solid Project Manager
    'HATS' off to Keith Greene, TSYS lead architect & Dan Colombo, PM
    Very familiar with TSYS protocols, security, logistics, etc.
    Familiar with multiple technologies
       UI, HTML, CSS, MVC, Agile, .NET, Cobol, System z




                         Select View/Master/Slide Master to add Session Number Here
IBM Rational Software Conference 2009


    Deployment Experience – The Good
 Good Team Communication
    Group weekly call (keep it short, discuss weeks
     goals only)
    Daily developer call (let devs get techie here)
    Team wiki
 Hardware already in place
    Chose System p – already on site.
    Half already dedicated to Portal project
 Built in HATS/RAD features allowed remote
  development
    Screen captures
       Think 'photographs' of screens
    Host simulations
       Think 'filmstrips' of screens
       One per work flow
    Project Interchange to deliver builds

                         Select View/Master/Slide Master to add Session Number Here
IBM Rational Software Conference 2009



Deployment Experience – The Bad
   Potential to Cannibalize ProphIT (Tier2) business
     Care taken to ensure only existing 3270 functions are made available – not
      create new ones.
     Enhanced navigation for productivity only
   Default HATS Components/Widgets fell short on occasion
     Custom components/widgets
        Extend an existing component, use regular expression to replace HTML
         output
     Custom HATS Business Logic (Java code)
     Dojo toolkit where custom widgets were too complex
   No failover of 3270 sessions
     This is a limitation of telnet not necessarily HATS/WAS
     WAS infrastructure still able to workload balance
     If WAS JVM fails, users simply see a message to reconnect and start a new
      session


                         Select View/Master/Slide Master to add Session Number Here
IBM Rational Software Conference 2009



Javascript Example – Changing Widgets at Render
   // Change tr to display = none when it's an empty row
   function changeNDARowsToNotDisplay(){
       // disable header button
       var trHeader = dojo.query("TR.HATSTABLEHEADER");
       trHeader.query("input").forEach(
                   function(inputElement) { inputElement.disabled = true;   }
       );
       //empty even and odd rows will be removed from the list
       checkRows(dojo.query("TR.HATSTABLEEVENROW"));
       checkRows(dojo.query("TR.HATSTABLEODDROW"));
   }


   function checkRows(rows){
       rows.forEach(
            function(row){
                var temp = row.childNodes[1].innerHTML.replace(/&nbsp;/g, "");
                if (temp == ""){
                    row.style.display = "none";        }
            }
       );
   }




                                   Select View/Master/Slide Master to add Session Number Here
IBM Rational Software Conference 2009


    Deployment Experience – The Bad
 Deploying HATS / Vertical Clustering
    runtime.properties files – one needed for each WAS instance, requires custom server properties
    Required bash/korn shell, Jython, and batch files
    Scripting is a must to avoid errors
    Use a build tool

 TSYS Standardized on IE 6
    Limited some of what we could do with CSS, Javascript
    < 20% market share, and decreasing
    'Broken Box' CSS model – many sites break in IE 7
    TIP: Develop on Firefox, digress for IE 6 - Future proof your investment!




                           Select View/Master/Slide Master to add Session Number Here
IBM Rational Software Conference 2009



Deployment Experience – The Ugly!
   Very difficult Unit testing – all manual
     JUnit will not test custom widgets/components
     No standard on blackbox, or functional testing
     Preference: Use Rational Functional Tester

   Install of Development Environments
     Array of products, patches, licenses
        Use scripted IDE install if more than 3 people
        ALWAYS start with the latest version
        Slow laptops – 5400 RPM encrypted drives

   Manual reconciliation between SCM
     We never touched their network and worked remotely.
     They were prevented from connecting to our SCM.
     Lead architect would reconcile code each week.
     Project settings (application.hap), and main css most difficult
     SCM artifacts (.svn, .harvest, etc) had to be removed or ignored
     Difficult and tedious to reconcile between disparate dev teams!

                          Select View/Master/Slide Master to add Session Number Here
IBM Rational Software Conference 2009


    Deployment Experience – The Ugly!

 Information Security group would randomly
  lock us out
    Ultra tight security – prepare ahead of time for
     red tape
    Miscommunication on when passwords expire,
     some as quick as one week
    Screen captures and Host Sims scrubbed via
     InfoSec for customer data – only confirmed test
     data sent to us
 Information security enforcement stalled
  installations
    Admin rights required to install SDP
    Work to ensure rights early and before 'crunch'
     time
                Consolation: I feel good that my bank runs through TSYS


                         Select View/Master/Slide Master to add Session Number Here
IBM Rational Software Conference 2009



Summary of the Case Study

 Immediate tactical benefits
 Quick deployment
 Unforeseen strategic benefits
 Diverse skill sets on the team
 Plan ahead for compliance!
 Java / Eclipse platform let you leverage other open source frameworks (Dojo)
 Reuse as much as what you already have (requirements, imagery, CSS)
 Automation pays for itself very quickly
    Build Automation (build forge, ANT, JUnit)
    Test Automation (Junit, Functional Tester)
    Installation Automation (WAS installation Factory, ANT, shell/batch scripts, Jython)



                         Select View/Master/Slide Master to add Session Number Here
IBM Rational Software Conference 2009


HATS in Action
   Rich Client                  Browser                      Portal                    Mobile             Web Services




• Integration at the       • Zero footprint          • Integration at the glass   • Access host         • Build self-service
  desktop with other       • Pure HTML               • Cooperative portlet          applications from     transactions
  Eclipse-based            • Access through your       support                      mobile devices      • Expose host business
  applications               favorite browser,       • JSR 168 compliant                                  processes as Web
• Client side processing     including Internet                                                           Services
• Rich set of user           Explorer and Firefox.                                                      • Provide controlled
  interface widgets                                                                                       access to vital host
• Supports Lotus                                                                                          applications and host
  Expeditor deployment                                                                                    data.


• Quick ROI : Host applications can be quickly deployed with a new user interface
• Low cost : No need to rewrite application
• Low risk : Leverage open, proven platforms and technologies
• Increase productivity and reduce training costs
• Improving work flow from multiple applications
• Provides integration of host business processes and data with other Web, portal, and rich client applications


                                 Select View/Master/Slide Master to add Session Number Here                               55
IBM Rational Software Conference 2009   The IBM Rational Cafés
                                                  ibm.com/rational/cafe

                              a community of industry leaders in    trials of new technology
                              modernization technology



                              to take full advantage of the        knowledge through forums, blogs
                              latest tools                         and wiki documents




                                                                                          •Commercial Computing
  •Partners                                                                               •Parallel and Multi-Core
  •John’s Corner - Learn                                                                  Computing
  •Rich UI                                                                                •Scientific Computing
  •for IBM i                                                                              •Standards
  •Migration/Transformation
  •Japan Street


                                                                                               •Partners
                                                                                               •RDz
   •Partners                                                                                   •RDz with EGL
   •RDi                                                                                        •RTCz
   •RDi SOA                                                                                    •HATS
   •RTCi                                                                                       •Standard
                                                                                               •Migrations
         *Content subject to change
                                  Select View/Master/Slide Master to add Session Number Here                   56
IBM Rational Software Conference 2009

Enterprise Modernization Sandbox
Easy and fun to quickly try practical scenarios guided by self-paced exercises

  System z Sandbox                                  System i Sandbox
  Examples and best practices provide               Examples and best practices provide
  low-risk, practical, hands-on                     low-risk, practical, hands-on
  path to understanding. Includes:                  path to understanding. Includes:

   Rational Developer for System z v7.1              WebSphere Development Studio Client
   Rational Business Developer Extension v7.0        Rational Business Developer Extension
   Rational Transformation Workbench v3.1            Host Access Transformation Services
   Host Access Transformation Services

                Full version software trials                       Full version software trials
                          ‘Try online’ hosted                               ‘Try online’ hosted
                               environments                                      environments
                                        Tutorials                                       Tutorials
                          Online Resources                                   Online Resources
                  http://www.ibm.com/developerworks/downloads/emsandbox/

                          Select View/Master/Slide Master to add Session Number Here           57
IBM Rational Software Conference 2009


    Online Resources

     http://www-949.ibm.com/software/rational/cafe/docs/DOC-3005
       Our page on the IBM HATS Cafe site
     http://blog.strongbackconsulting.com
     Lots of HATS related tips/tricks and 'undocumented' features
       Other topics on WAS scripting and performance tuning
     http://del.icio.us/klenny/HATS
       Social bookmark site for all my HATS related links
       Other tags on IBM, WebSphere, WAS, Lotus, Rational, etc




                         Select View/Master/Slide Master to add Session Number Here   58
IBM Rational Software Conference 2009



Other Online Resources

    IBM WebSphere Host Integration Solution Product Page:
     http://www-306.ibm.com/software/webservers/hostintegration/
    Demos: http://rational.dfw.ibm.com/whidemo/atdemo_hats.html
    Library, Webcasts, Podcasts, Brochures, Presentations, Redbooks: http://www-
     306.ibm.com/software/webservers/hats/library.html
    Education: http://www-306.ibm.com/software/webservers/hats/education.html
    Services: http://www-306.ibm.com/software/webservers/hats/services.html
    Trial Code: http://www14.software.ibm.com/webapp/download/search.jsp?go=y&rs=hatst
    Customer Comments: http://www-
     306.ibm.com/software/webservers/hats/hats_customers.html
    HATS IBM Education Assistant content:
     http://publib.boulder.ibm.com/infocenter/ieduasst/v1r1m0/index.jsp?
     topic=/com.ibm.iea.hats_v6/plugin_coverpage.html
    HATS news group: ibm.software.websphere.hats on news.software.ibm.com




                         Select View/Master/Slide Master to add Session Number Here   59
IBM Rational Software Conference 2009



HATS Demo Site

 Interactive HATS Web and Portal applications that customers/partners can play
  with.
 Interactive HATS Web Services sample.
 Videos showing key HATS features.
    http://rational.dfw.ibm.com/whidemo/atdemo_hats.html




                         Select View/Master/Slide Master to add Session Number Here   60
IBM Rational Software Conference 2009




                         Select View/Master/Slide Master to add Session Number Here   61
IBM Rational Software Conference 2009




© Copyright IBM Corporation 2009. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind,
express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have
the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM
software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities
referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature
availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines
Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.



                                                    Select View/Master/Slide Master to add Session Number Here                                                                            62
IBM Rational Software Conference 2009



Backup




                         Select View/Master/Slide Master to add Session Number Here   63
IBM Rational Software Conference 2009

  HATS Action Lists – A non-invasive approach to a
  new application
                                                          Is Screen Customized?
                                                                                                               Apply
                                                                               Screen                         Default
                                 receive           Loop through                                     no     Transformation
                                                                             recognition
                                  3270             each screen in             matches?
                                 screen           customization list


                                                                                    yes



   Host System
  (3270 or 5250)
                                                                   Run each action in list
                                                                                                                            Web browser
                          Action List                                                        Action List
                          Example 2                                                          Example 1


 Last                                                      1. Get Global                     1. Apply
 keystroke                                                 Variable Value                  Customized
 In macro                                                                                 Transformation
                   Repeat until macro completes           2. Run Business
 starts
 process                                                       Logic
                        Send recorded
 again                 key strokes to host
                                                            3. Run macro
                            Get screen
                            from host




                                        Select View/Master/Slide Master to add Session Number Here                                   64

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How a tactical HATS solution became a strategic asset - A Customer Story

  • 1. IBM Rational Software Conference 2009 IBM Rational Software Conference 2009 How a tactical HATS solution became a strategic asset - A Customer Story Kenny Smith Principal, Strongback Consulting kenny.smith@strongbackconsulting.com Alisa Morse Product Manager, IBM EM06 alisa@us.ibm.com © 2009 IBM Corporation Select View/Master/Slide Master to add Session Number Here 1
  • 2. IBM Rational Software Conference 2009 Agenda  Customer challenges  Introduction to HATS  What is it?  How HATS capabilities address customer challenges  TSYS Story  Company background  Business Challenge  Solution Implemented  Lessons Learned Select View/Master/Slide Master to add Session Number Here 2
  • 3. IBM Rational Software Conference 2009 Value of Existing Applications  Existing applications are among the most valuable assets a company owns  Fully functional applications that run the business today  Significant investments over the years  Fine-tuned for dependable optimal performance  Run within fine-tuned reliable, robust, scalable IT infrastructure and platforms  Accessed via character / text based terminals  Non-intuitive, difficult to navigate user interfaces  Difficult to integrate in modern business processes  5X less expensive to reuse existing applications than to write new applications from scratch  Reusing proven, time-tested applications can result in significantly lower risk and faster time to market Select View/Master/Slide Master to add Session Number Here 3
  • 4. IBM Rational Software Conference 2009 Challenges and Customer Requirements  Customers want to leverage “integration at the glass” - Portal and Lotus Expeditor technology  Access existing applications from a common portal (e.g. Customer Service Portal, or Employee/Human Resources Portal, etc.) Customers want to use existing applications in their new business processes  SOA, Web Services based composite applications  Require integration with new J2EE, .NET, etc. applications for totally new user interfaces and/or business process automation Select View/Master/Slide Master to add Session Number Here 4
  • 5. IBM Rational Software Conference 2009 Challenges and Customer Requirements  Improve the appearance of user interfaces  Reduce learning curve for newer employees  Extend to new departments, new business partners, new end-user customers, who rely on web application ease-of-use  Improve employee productivity by streamlining application flow  Automate where appropriate - eliminate unnecessary keystrokes and screen navigations  Customize access for a specific set of users Select View/Master/Slide Master to add Session Number Here 5
  • 6. IBM Rational Software Conference 2009 Challenges and Customer Requirements  Eliminate or reduce administration and maintenance of installed client software  IBM or 3rd party 3270 or 5250 emulation client SW packages  Browser is universally available without dependence on HW/SW Customers want to do all this while minimizing cost and risk Select View/Master/Slide Master to add Session Number Here 6
  • 7. IBM Rational Software Conference 2009 Host Access Transformation Services (HATS)  What can you do with HATS?  Quickly and easily create Web, portal or rich client applications that provide an easy-to-use GUI for your green-screen applications  Low skills requirement  Highly customizable  Iterative development process  Transformation “on the fly”  Extend terminal application tasks as Web services  Benefits  Extend host application to new users  Improve the navigation of your host application  Reuse your existing assets in a Service Oriented Architecture  Avoid rewriting applications (no impact to code) Select View/Master/Slide Master to add Session Number Here 7
  • 8. IBM Rational Software Conference 2009 Modernization At Your Own Pace Today Day 1 Tomorrow Integration: Text can be replaced with images, input fields can be populated from data on other screens or from a database, date fields can be converted into popup calendar widgets, and more! Modern UI: All pages share the same theme and style, which can be based on an existing Web site. Instant Value: HATS default rendering automatically transforms actions into clickable links and buttons. No Aggregation: data from changes required to the host other screens, application. databases, or other systems can be merged and displayed with host data. Select View/Master/Slide Master to add Session Number Here 8
  • 9. IBM Rational Software Conference 2009 HATS deployment options Web Rich Client  View through your favorite browser  Zero footprint  Integration at the 3270 or 5250 Portal desktop with other Data stream Eclipse applications  Client side processing  Rich set of user Mobile interface widgets  Built on the standard, Web Service open Eclipse foundation  3270e print directly to  Integration at the end user’s printer glass  Build self-service  Click-to-Action  PDA, Cell Phones, Data transactions support Collection terminals Select View/Master/Slide Master to add Session Number Here 9
  • 10. IBM Rational Software Conference 2009 Persistent Non-persistent Architecture Comparison Eclipse-based Provisioning Server Rich Client (Optional) 327 0/5 250 dat ast rea m 3270/5250 datastream Internet, Intranet, or VPN Traditional Emulator System i or z (TN5250, 5250W, or TN3270) T P HT over SOAP over HTTP ML HT Standard Web Browser HATS Running on WebSphere Application Server or WebSphere Portal PDA/Mobile Device Web Service Client Select View/Master/Slide Master to add Session Number Here 10
  • 11. IBM Rational Software Conference 2009 Built on Rational, WebSphere, and Lotus Technologies  IBM Rational Software Delivery Platform HATS Toolkit is an Eclipse plug-in to the IBM Rational Software Delivery Platform Wizard-based Creates HATS applications  WebSphere Application Server, WebSphere Portal Server HATS leverages WebSphere Application Server (WAS) or WebSphere Portal Server at runtime HATS Toolkit creates J2EE .war and .ear files for deployment HATS runtime is contained in the HATS application  Lotus Expeditor, Eclipse Rich Client Open, standards-based platform HATS Toolkit creates Eclipse plug-ins for deployment HATS runs on the client machine, not on middleware Select View/Master/Slide Master to add Session Number Here 11
  • 12. IBM Rational Software Conference 2009 Achieving a Green Screen Look with HATS  HATS supports host colors and extended field attributes, including:  Numeric only, alphabetic only, signed numeric, reverse image, column separator, underline, and blink fields  Supports automatic field advance  Host keypad and OIA can be displayed (and positioned anywhere)  Native keyboard support (i.e. pressing F12 in the browser sends F12 to the host application). Select View/Master/Slide Master to add Session Number Here 12
  • 13. IBM Rational Software Conference 2009 Achieving a Modern Web Look with HATS  Customize screens with intuitive web user controls, including:  Popup lists, drop-downs, checkboxes, lists, radio buttons, calendar popups, graphs, etc.  Simplify screens and work flow by  Split one screen into multiple screens  Organize data in tabs  Remove functions / actions no longer needed by removing full screens or partial screens  One customized Web page can be applied to more than 1 host screen! Select View/Master/Slide Master to add Session Number Here 13
  • 14. IBM Rational Software Conference 2009 Global Rules and Valid Value Lists Select View/Master/Slide Master to add Session Number Here 14
  • 15. IBM Rational Software Conference 2009 Integration with WebSphere Portal  Aggregate applications and content and deliver them as role-based applications  Tailor your host applications to different user roles as portlets  Present multiple host applications on the same page with business, productivity, and collaboration portlets  HATS supports: JSR168 Portlet API  Cooperative portlets  Connection overrides IBM Portlet API  Cooperative portlets  Single Sign-On with portal credentials and credential vault Select View/Master/Slide Master to add Session Number Here 15
  • 16. IBM Rational Software Conference 2009 HATS Rich Client Overview  Extends host applications to the desktop. Applications run on:  Eclipse RCP 3.2, 3.3, or 3.4  IBM Lotus Expeditor Client 6.1.x  Provide a modern GUI interface to mission critical green screen applications.  Processing occurs on the desktop (WebSphere Application Server is not required)  Provides the capability to integrate host access applications with other applications on the desktop.  Alternative to traditional terminal emulator products.  Targeted at internal users in a controlled environment. Select View/Master/Slide Master to add Session Number Here 16
  • 17. IBM Rational Software Conference 2009 HATS Mobile device Support  HATS transformation applications can Compact Default Rendering now be accessed by pervasive devices such as cellular phones, data collection terminals, and Personal Digital New template Assistants Icon application keypad  This allows for the HATS developer to: optimized default settings  Customize and transform individual screens  Add business logic to screen interactions  Enhance the presentation, layout, and flow of the original host systems Compact  Supported browser: Internet Explorer default rendering Mobile 5.0 or later  Reminder: HATS Integration Object or Web service data can also be used in conjunction with mobile devices Select View/Master/Slide Master to add Session Number Here 17
  • 18. IBM Rational Software Conference 2009 Combine and Integrate Select View/Master/Slide Master to add Session Number Here 18
  • 19. IBM Rational Software Conference 2009 The Value of HATS SOA  HATS is an important part of the IBM SOA strategy!  IBM SOA Foundation helps to extend the value of the applications and business processes that currently run your business, not replace them.  HATS does not require application reengineering or rewriting Select View/Master/Slide Master to add Session Number Here 19
  • 20. IBM Rational Software Conference 2009 HATS Macros, Integration Objects, and Web Services  A macro is a script that drives through and interacts with the green screen applications.  Developer defines “screens” within the macros by identifying screen recognition criteria and actions to perform when the screen is reached.  Developer links screens together to define the flow of the macro.  An Integration Object (IO) is a Java class that encapsulates a macro.  IOs can be called directly from JavaServer Faces (JSF), Strutus, or standard JSP Web pages. Web Service  IOs can also be used in Enterprise Java Beans (EJBs) or Web Integration Object A Services. Macro A  A Web service is a repeatable operation that can be accessed over a network. Integration Object B  A Web service is composed of 1 or more operations.  An Integration Object is represented by an operation. Macro B Select View/Master/Slide Master to add Session Number Here 20
  • 21. IBM Rational Software Conference 2009 How It Works - A simple example <Name>Smith, John</Name> In O ut WebSphere Application Server <HATS-Results> “Query Address” <NameAddr>Smith, John H – 100 Saul Rd</NameAddr> <NameAddr>Smith, John M – 102 Cedar Ln</NameAddr> Web Service TN5250, 5250W, or <NameAddr>Smith, John S – 200 Kissing Ct</NameAddr> TN3270 <NameAddr>Smith, John T – 201 Jordan Way</NameAddr> <NameAddr>Smith, John V – 100 Indigo St</NameAddr> <NameAddr>Smith, John W – 205 Bartons Ln</NameAddr> </HATS-Results> Select View/Master/Slide Master to add Session Number Here 21
  • 22. IBM Rational Software Conference 2009 Visual Macro Editor (VME)  The VME is tool for visually developing HATS macros Macros are the scripts that navigate and interact with 3270, 5250, VT host applications. Macros are the foundation for the Web Service support provided by HATS. Inputs and outputs in a HATS macro are eventually manifested as inputs and outputs in a Web Service (screen interactions are hidden behind the Web Service interface).  The VME provides value by: Significantly increasing the productivity of HATS macro developers. Allowing for easier handling of alternate / error flows. Helping decrease the number of logic / flow problems (since the flow can be clearly analyzed by both developers, expert users, and business analysts).  Fully supported in HATS 7.5 (November 2008) Select View/Master/Slide Master to add Session Number Here 22
  • 23. IBM Rational Software Conference 2009 Case Study: Total System Services (TSYS) Select View/Master/Slide Master to add Session Number Here 23
  • 24. IBM Rational Software Conference 2009 Company Background  Ticker: TSYS TSYS became an independent company after former parent company Synovus relinquished its ownership in TSYS in what is known as a spin-off transaction  Largest (publicly traded) Electronic Payment Processor in the World  Based in Columbus, Georgia  TSYS is the only company with a single platform capable of serving a client's portfolio on more than one continent  VERY large mainframe footprint  At one point was the 3rd largest in the US Select View/Master/Slide Master to add Session Number Here 24
  • 25. IBM Rational Software Conference 2009 Business Challenge  Very large host based applications (TS1/TS2)  Services the credit/debit card industry  These are the systems service reps use when you call your bank  Account balances, payment history, card activations, etc.  1000's of 3270 green screens  Highly available, secure encrypted communications to customer premises  Very complex business logic  > 50,000 users on these systems  18M 3270 screens displayed per day  TS1 in operation for decades, TS2 since 1994  Both offer different services depending upon retail, commercial, debit, or credit customer  Tiered service offering  3270 Green Screens ($)  ProphIT (.NET) – no custom workflows ($$)  ProphIT with custom .NET, MQ/CICS workflows ($$$$) Select View/Master/Slide Master to add Session Number Here
  • 26. IBM Rational Software Conference 2009 Business Challenge  Need to replace the interface for lower tier offerings  Gradually losing customers to competition  Competition has Web or Rich UI  Less expensive, more features than TSYS' low tier offering  Top tier offerings still require 3270 for some functions  Very high training costs ~90 days to bring a new CSR up Average turnover of 10-12 months 7-9 months average productive time  Expensive and risky to replace TS1/TS2  Strict SLA's, Sarbanes-Oxley, SEC, Financial regulations  ProphIT originally meant to replace the UI Select View/Master/Slide Master to add Session Number Here
  • 27. IBM Rational Software Conference 2009 Technical Challenges  1000's of screens  About 10% used 90% of the time  Complex business logic  CICS, multiple regions, highly customized RACF  Tight real estate on the screens  Many fields are coded results  Many field labels are abbreviated/coded for space  EXTREMELY tight security No external parties can connect to their internal network TSYS development teams cannot connect to external networks  Little to no in-house expertise in Java / Java EE  .NET one side, Cobol/Assember on the other Select View/Master/Slide Master to add Session Number Here
  • 28. IBM Rational Software Conference 2009 Screen Shot *Data shown is authorized test data, not real / live customer data. Select View/Master/Slide Master to add Session Number Here
  • 29. IBM Rational Software Conference 2009 Select View/Master/Slide Master to add Session Number Here
  • 30. IBM Rational Software Conference 2009 Previous Solutions – ProphIT  Key revenue stream for top 2 tiers  Originally intended as a UI replacement  Serves as the top 2 tiers for credit/debit card servicing  .NET Based Custom work flows Headless MQ/CICS transactions 150+ developers  Each customer gets their own rack space  >$30M initial development cost  Handles 20-25% of TS1/TS2 functionality  95% of CSR's time spent in ProphIT  Remainder using green screens Select View/Master/Slide Master to add Session Number Here
  • 31. IBM Rational Software Conference 2009 Screen Shot *Data shown is authorized test data, not real / live customer data. Select View/Master/Slide Master to add Session Number Here
  • 32. IBM Rational Software Conference 2009 *Data shown is authorized test data, not real / live customer data. Select View/Master/Slide Master to add Session Number Here
  • 33. IBM Rational Software Conference 2009 Alternatives Considered  Seagull Software  Closest competitor to HATS  Does not support RTL languages (i.e. Arabic, Hebrew)  Recent change of ownership with no clear future strategy  Pegasus Systems  True screen scraper  No way to combine screens  Not mature product, poor documentation  Microsoft Host Integration Solution  Similar to features already used in .NET with MQ transactions  API based Select View/Master/Slide Master to add Session Number Here
  • 34. IBM Rational Software Conference 2009 New Solution  Initial Proof of Concept  Pilot for single new customer  Our consultancy trained TSYS in-house personnel and performed initial implementation  Wildly successful  One of the fastest deployments IT had done  Sales and marketing group highly interested, ready to sell  Set a precedent for all other departments to match  Conversion to beta for group of key customers  Some new, some old customers  Transition to major project within IT division  Goal to replace Tier1 offering with HATS based UI  No more 3270 offerings except for specific security needs  All web based, no RCP or Mobile Select View/Master/Slide Master to add Session Number Here
  • 35. IBM Rational Software Conference 2009 Proof of Concept  3 day POC at TSYS facilities  Technical Goals:  Default transform all screens  Showed executive team any screen they wanted  Customize and combine key work flows  Specific screens chosen for relative complexity  Screen customizations, transformations, CSS, macros.  No web services, business logic, custom components  Theme the application based on existing TSYS visual artifacts Business Goals:  Ease of development  Developed on TSYS workstation  Business analyst at the keyboard  Integrate with existing systems  Provide a replacement for default 3270 interface  Offer features for future desires (SSO, Web Services) Select View/Master/Slide Master to add Session Number Here
  • 36. IBM Rational Software Conference 2009 Development Methods  Bootstrap development with outside consultancy (Strongback Consulting)  Consultants work remotely as needed  Use Project Interchange to deliver artifacts  No interconnection between TSYS and consultant's systems  Gradually bring on in-house developers  Consultants establish project baselines and dev standards  Train and mentor as we go  Mixture of development skills  Early in-house developers begin mentoring later ones  3 Month Initial Development cycle  End product considered an 'Alpha' release  Fully functional, tested, but limited screen transformations  Default rendering on most screens Select View/Master/Slide Master to add Session Number Here
  • 37. IBM Rational Software Conference 2009 Implementation/Architecture H TTP 80 H TTPS 443 F ir e w a ll C lie n t  Host Access Transformation Services V IP L o a d B a l a n c e rs for 3270 Applications 7.1 H TTP 80  WebSphere Application Server ND H a rv e s t 6.1 H T T P P ro x y S e rv e rs  IBM HTTP Server C ode d e p lo y m e n t s 5101 P lu g in u p d a t e s 1 8 0 0 -1 9 0 0 8008 W e b s p h e re B i- D ir e c t io n a l  Cisco Load Balancers P lu g in 9080 P lu g in u p d a t e s 9443 8008 F ir e w a ll W e b s p h e re A d m in C lu s te r C o n s o le  Rational Application Developer 23 23 F ir e w a ll H P le x Select View/Master/Slide Master to add Session Number Here
  • 38. IBM Rational Software Conference 2009 *Data shown is authorized test data, not real / live customer data. Select View/Master/Slide Master to add Session Number Here
  • 39. IBM Rational Software Conference 2009 *Data shown is authorized test data, not real / live customer data. Select View/Master/Slide Master to add Session Number Here
  • 40. IBM Rational Software Conference 2009 HATS (and other) Techniques used  Predominantly Customization/Transformation based  Let default rendering, global rules do the brunt of the work  Macros, Macro Handlers, Global Variables for navigation  Links to screen codes vs. manually typing screen identifiers  Avoid retyping customer data where possible – improve data accuracy  Business Logic in corner cases  i.e. Selectively removing global variables (example in future slide)  HEAVY use of Cascading Style Sheets  Makes for much cleaner JSP  Separation of content from presentation  Dojo Toolkit  More attractive & flexible than HATS tabbed tables  API allow us to change the HTML DOM at rendering time  Can be much easier than a custom component Select View/Master/Slide Master to add Session Number Here
  • 41. IBM Rational Software Conference 2009 Dojo  JavaScript toolkit maintained by the Dojo Foundation (IBM is a member)  Rational SDP 7.5 embedded support for this toolkit Select View/Master/Slide Master to add Session Number Here
  • 42. IBM Rational Software Conference 2009 Custom Macro Handlers  Simply a JSP with input tags  One input tag for each prompt in the macro. Name attribute is the name of the prompt  Set global variables at the same time. GV names are prefixed with “hatsgv_”  Perform client side validation with dojotype, required, regExp attributes <input class="HATSINPUT" type="text" name="hatsgv_accountNumber" i d =" a c c o u n t N u m b e r " m a x l e n g t h= " 1 6 " d o j o t y p e=" d i j i t . f o r m . T e x t B o x " value="<%= ((TransformInfo)request.getAttribute(CommonConstants.REQ_TRANSFORMINFO ) ) . g e t G l o b a l V a r i a b l e (" a c c o u n t N u m b e r ", t r u e ) . g e t S t r i n g ( 0 ) . t r i m ( ) % > " o n k e y p r e s s= " a l l o w N u m e r i c O n l y ( t h i s ) " r e q u i r e d= " t r u e " r e g E x p = " [ 0 - 9 ] { 1 6 } ”> < / i n p u t > Select View/Master/Slide Master to add Session Number Here
  • 43. IBM Rational Software Conference 2009 Business Logic Example public static void execute(IBusinessLogicInformation blInfo) { // Remove all the account specific global variables, leaving only the search params. removeGlobalVariable(blInfo, "dateOfBirth"); removeGlobalVariableByPrefix(blInfo, "igb"); removeGlobalVariableByPrefix(blInfo, "mna"); } private static void removeGlobalVariableByPrefix( IBusinessLogicInformation blInfo, String prefix) { Enumeration localGlobalVariables = blInfo.getGlobalVariables().elements(); IGlobalVariable gv = null; while (localGlobalVariables.hasMoreElements()) { gv = (GlobalVariable) localGlobalVariables.nextElement(); if (gv.getName().toString().startsWith(prefix)) { removeGlobalVariable(blInfo, gv.getName().toString()); } } } Select View/Master/Slide Master to add Session Number Here
  • 44. IBM Rational Software Conference 2009 Key Business Benefits  Tactical  Stems the 'bleeding' of existing customers  Major reduction in training costs  Application still under development, but anticipate under 3 weeks of training time (~75%)  Allows SNA/Token Ring customers easy migration path  Prior customers being courted with new features  Strategic  Sales group now selling into new accounts  Some were previously 'untouchable'  Many are competitive accounts  Makes future M&A more appealing  Easier to incorporate new data  Entry point to Java, Java EE, SOA  Only Cobol/Assembler or .NET previously  New integration techniques now available  Creates potential for new revenue tiers, products Select View/Master/Slide Master to add Session Number Here
  • 45. IBM Rational Software Conference 2009 Key Technical Benefits  Easy development  Wizard driven but code accessible  Reuses existing host system cobol business logic, Screen UI layout  Fast deployment cycles  Encourage iterative design patterns  Customize transformations as needed, default render the rest  Easier deployment to new customers  Only an Internet browser required (IE6, IE7, Firefox)  No terminal emulator to administer or install  HTTP/HTTPS vs. 3270 (firewall friendly)  More scalability  Requires less hardware per customer than ProphIT  Compact data center footprint  Uses System p logical partitioning to gradually scale Select View/Master/Slide Master to add Session Number Here
  • 46. IBM Rational Software Conference 2009 Select View/Master/Slide Master to add Session Number Here 46
  • 47. IBM Rational Software Conference 2009 Deployment Experience – The Good  Very fast development  Weekly builds  Overnight tests from QA (outsourced overseas)  Iterative cycles  Reuse themes from ProphIT  Skilled Business Analysts accelerated requirements  Excellent documentation – reused many existing docs  Knowledgeable about technology and TSYS systems  Resourceful enterprise architect, Rock solid Project Manager  'HATS' off to Keith Greene, TSYS lead architect & Dan Colombo, PM  Very familiar with TSYS protocols, security, logistics, etc.  Familiar with multiple technologies  UI, HTML, CSS, MVC, Agile, .NET, Cobol, System z Select View/Master/Slide Master to add Session Number Here
  • 48. IBM Rational Software Conference 2009 Deployment Experience – The Good  Good Team Communication  Group weekly call (keep it short, discuss weeks goals only)  Daily developer call (let devs get techie here)  Team wiki  Hardware already in place  Chose System p – already on site.  Half already dedicated to Portal project  Built in HATS/RAD features allowed remote development  Screen captures  Think 'photographs' of screens  Host simulations  Think 'filmstrips' of screens  One per work flow  Project Interchange to deliver builds Select View/Master/Slide Master to add Session Number Here
  • 49. IBM Rational Software Conference 2009 Deployment Experience – The Bad  Potential to Cannibalize ProphIT (Tier2) business  Care taken to ensure only existing 3270 functions are made available – not create new ones.  Enhanced navigation for productivity only  Default HATS Components/Widgets fell short on occasion  Custom components/widgets  Extend an existing component, use regular expression to replace HTML output  Custom HATS Business Logic (Java code)  Dojo toolkit where custom widgets were too complex  No failover of 3270 sessions  This is a limitation of telnet not necessarily HATS/WAS  WAS infrastructure still able to workload balance  If WAS JVM fails, users simply see a message to reconnect and start a new session Select View/Master/Slide Master to add Session Number Here
  • 50. IBM Rational Software Conference 2009 Javascript Example – Changing Widgets at Render // Change tr to display = none when it's an empty row function changeNDARowsToNotDisplay(){ // disable header button var trHeader = dojo.query("TR.HATSTABLEHEADER"); trHeader.query("input").forEach( function(inputElement) { inputElement.disabled = true; } ); //empty even and odd rows will be removed from the list checkRows(dojo.query("TR.HATSTABLEEVENROW")); checkRows(dojo.query("TR.HATSTABLEODDROW")); } function checkRows(rows){ rows.forEach( function(row){ var temp = row.childNodes[1].innerHTML.replace(/&nbsp;/g, ""); if (temp == ""){ row.style.display = "none"; } } ); } Select View/Master/Slide Master to add Session Number Here
  • 51. IBM Rational Software Conference 2009 Deployment Experience – The Bad  Deploying HATS / Vertical Clustering  runtime.properties files – one needed for each WAS instance, requires custom server properties  Required bash/korn shell, Jython, and batch files  Scripting is a must to avoid errors  Use a build tool  TSYS Standardized on IE 6  Limited some of what we could do with CSS, Javascript  < 20% market share, and decreasing  'Broken Box' CSS model – many sites break in IE 7  TIP: Develop on Firefox, digress for IE 6 - Future proof your investment! Select View/Master/Slide Master to add Session Number Here
  • 52. IBM Rational Software Conference 2009 Deployment Experience – The Ugly!  Very difficult Unit testing – all manual  JUnit will not test custom widgets/components  No standard on blackbox, or functional testing  Preference: Use Rational Functional Tester  Install of Development Environments  Array of products, patches, licenses  Use scripted IDE install if more than 3 people  ALWAYS start with the latest version  Slow laptops – 5400 RPM encrypted drives  Manual reconciliation between SCM  We never touched their network and worked remotely.  They were prevented from connecting to our SCM.  Lead architect would reconcile code each week.  Project settings (application.hap), and main css most difficult  SCM artifacts (.svn, .harvest, etc) had to be removed or ignored  Difficult and tedious to reconcile between disparate dev teams! Select View/Master/Slide Master to add Session Number Here
  • 53. IBM Rational Software Conference 2009 Deployment Experience – The Ugly!  Information Security group would randomly lock us out  Ultra tight security – prepare ahead of time for red tape  Miscommunication on when passwords expire, some as quick as one week  Screen captures and Host Sims scrubbed via InfoSec for customer data – only confirmed test data sent to us  Information security enforcement stalled installations  Admin rights required to install SDP  Work to ensure rights early and before 'crunch' time Consolation: I feel good that my bank runs through TSYS Select View/Master/Slide Master to add Session Number Here
  • 54. IBM Rational Software Conference 2009 Summary of the Case Study  Immediate tactical benefits  Quick deployment  Unforeseen strategic benefits  Diverse skill sets on the team  Plan ahead for compliance!  Java / Eclipse platform let you leverage other open source frameworks (Dojo)  Reuse as much as what you already have (requirements, imagery, CSS)  Automation pays for itself very quickly  Build Automation (build forge, ANT, JUnit)  Test Automation (Junit, Functional Tester)  Installation Automation (WAS installation Factory, ANT, shell/batch scripts, Jython) Select View/Master/Slide Master to add Session Number Here
  • 55. IBM Rational Software Conference 2009 HATS in Action Rich Client Browser Portal Mobile Web Services • Integration at the • Zero footprint • Integration at the glass • Access host • Build self-service desktop with other • Pure HTML • Cooperative portlet applications from transactions Eclipse-based • Access through your support mobile devices • Expose host business applications favorite browser, • JSR 168 compliant processes as Web • Client side processing including Internet Services • Rich set of user Explorer and Firefox. • Provide controlled interface widgets access to vital host • Supports Lotus applications and host Expeditor deployment data. • Quick ROI : Host applications can be quickly deployed with a new user interface • Low cost : No need to rewrite application • Low risk : Leverage open, proven platforms and technologies • Increase productivity and reduce training costs • Improving work flow from multiple applications • Provides integration of host business processes and data with other Web, portal, and rich client applications Select View/Master/Slide Master to add Session Number Here 55
  • 56. IBM Rational Software Conference 2009 The IBM Rational Cafés ibm.com/rational/cafe a community of industry leaders in trials of new technology modernization technology to take full advantage of the knowledge through forums, blogs latest tools and wiki documents •Commercial Computing •Partners •Parallel and Multi-Core •John’s Corner - Learn Computing •Rich UI •Scientific Computing •for IBM i •Standards •Migration/Transformation •Japan Street •Partners •RDz •Partners •RDz with EGL •RDi •RTCz •RDi SOA •HATS •RTCi •Standard •Migrations *Content subject to change Select View/Master/Slide Master to add Session Number Here 56
  • 57. IBM Rational Software Conference 2009 Enterprise Modernization Sandbox Easy and fun to quickly try practical scenarios guided by self-paced exercises System z Sandbox System i Sandbox Examples and best practices provide Examples and best practices provide low-risk, practical, hands-on low-risk, practical, hands-on path to understanding. Includes: path to understanding. Includes:  Rational Developer for System z v7.1  WebSphere Development Studio Client  Rational Business Developer Extension v7.0  Rational Business Developer Extension  Rational Transformation Workbench v3.1  Host Access Transformation Services  Host Access Transformation Services Full version software trials Full version software trials ‘Try online’ hosted ‘Try online’ hosted environments environments Tutorials Tutorials Online Resources Online Resources http://www.ibm.com/developerworks/downloads/emsandbox/ Select View/Master/Slide Master to add Session Number Here 57
  • 58. IBM Rational Software Conference 2009 Online Resources  http://www-949.ibm.com/software/rational/cafe/docs/DOC-3005  Our page on the IBM HATS Cafe site  http://blog.strongbackconsulting.com  Lots of HATS related tips/tricks and 'undocumented' features  Other topics on WAS scripting and performance tuning  http://del.icio.us/klenny/HATS  Social bookmark site for all my HATS related links  Other tags on IBM, WebSphere, WAS, Lotus, Rational, etc Select View/Master/Slide Master to add Session Number Here 58
  • 59. IBM Rational Software Conference 2009 Other Online Resources  IBM WebSphere Host Integration Solution Product Page: http://www-306.ibm.com/software/webservers/hostintegration/  Demos: http://rational.dfw.ibm.com/whidemo/atdemo_hats.html  Library, Webcasts, Podcasts, Brochures, Presentations, Redbooks: http://www- 306.ibm.com/software/webservers/hats/library.html  Education: http://www-306.ibm.com/software/webservers/hats/education.html  Services: http://www-306.ibm.com/software/webservers/hats/services.html  Trial Code: http://www14.software.ibm.com/webapp/download/search.jsp?go=y&rs=hatst  Customer Comments: http://www- 306.ibm.com/software/webservers/hats/hats_customers.html  HATS IBM Education Assistant content: http://publib.boulder.ibm.com/infocenter/ieduasst/v1r1m0/index.jsp? topic=/com.ibm.iea.hats_v6/plugin_coverpage.html  HATS news group: ibm.software.websphere.hats on news.software.ibm.com Select View/Master/Slide Master to add Session Number Here 59
  • 60. IBM Rational Software Conference 2009 HATS Demo Site  Interactive HATS Web and Portal applications that customers/partners can play with.  Interactive HATS Web Services sample.  Videos showing key HATS features.  http://rational.dfw.ibm.com/whidemo/atdemo_hats.html Select View/Master/Slide Master to add Session Number Here 60
  • 61. IBM Rational Software Conference 2009 Select View/Master/Slide Master to add Session Number Here 61
  • 62. IBM Rational Software Conference 2009 © Copyright IBM Corporation 2009. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. Select View/Master/Slide Master to add Session Number Here 62
  • 63. IBM Rational Software Conference 2009 Backup Select View/Master/Slide Master to add Session Number Here 63
  • 64. IBM Rational Software Conference 2009 HATS Action Lists – A non-invasive approach to a new application Is Screen Customized? Apply Screen Default receive Loop through no Transformation recognition 3270 each screen in matches? screen customization list yes Host System (3270 or 5250) Run each action in list Web browser Action List Action List Example 2 Example 1 Last 1. Get Global 1. Apply keystroke Variable Value Customized In macro Transformation Repeat until macro completes 2. Run Business starts process Logic Send recorded again key strokes to host 3. Run macro Get screen from host Select View/Master/Slide Master to add Session Number Here 64

Editor's Notes

  1. Author Notes: This is the standard session track template for IBM Rational Software Conference 2009 Additional IBM presentation resource links available on W3: Rational Core Messaging Slides https://w3-03.ibm.com/software/marketing/markwh01.nsf/AllObjects/rt_mtb_cms/$file/RationalBrand_CoreSlides.ppt?OpenElement Rational Image Library https://w3-03.ibm.com/software/marketing/markwh01.nsf/AllObjects/rt_rsil/$file/Rational_Image+Library.ppt?OpenElement PowerPoint Best Practices Presentation https://w3-03.ibm.com/software/marketing/markwh01.nsf/AllObjects/rt_mtb_rpbp/$file/PowerPoint_BestPractices.ppt?OpenElement
  2. On this chart just stress how important existing applications are to customers Customers have made a significant investment over the years to develop fully functional applications, finely-tuned deployed in a reliable, robust and scalable infrastructure. However their applications can only be accessed by a terminal, and are difficult to navigate. It’s hard to train the new generation of employees to use these old-style applications, therefore customers are faced with high training costs. Why throwing away these applications ? It’s much less expensive to reuse existing applications than to write new applications from scratch. Reusing robust applications also reduces the risk and allows for faster time to market.
  3. IBM WebSphere Host Access Transformation Server gives you all the tools you need to quickly and easily extend your legacy applications to bus. partners, customers, or employees. HATS makes your 3270 and 5250 applications available through most popular web browsers, while at the same time converting them to graphical user interfaces (GUIs) with a web-like look and feel on the fly in real time HATS provides a zero footprint Web-to-host solution, so that the only software your users will need is a web browser HATS can add drop down lists, tables, radio buttons, tabbed folders, and much more to your host screens. The power of HATS is in its ability to accurately recognize host screens and transform them in real time to an HTML interface according to a set of predetermined rules
  4. IBM WebSphere Host Access Transformation Server gives you all the tools you need to quickly and easily extend your legacy applications to bus. partners, customers, or employees. HATS makes your 3270 and 5250 applications available through most popular web browsers, while at the same time converting them to graphical user interfaces (GUIs) with a web-like look and feel on the fly in real time HATS provides a zero footprint Web-to-host solution, so that the only software your users will need is a web browser HATS can add drop down lists, tables, radio buttons, tabbed folders, and much more to your host screens. The power of HATS is in its ability to accurately recognize host screens and transform them in real time to an HTML interface according to a set of predetermined rules
  5. Let’s talk about how HATS can help customers meet these requirements HATS is a rules-based Web-to-host Transformation engine that can dynamically create a new easy-to-use GUI interface for your green-screens apps. It allows to significantly improve the navigation and productivity of host applications and integrate them with other apps within a portal or a rich client environment. it allows to extend terminal apps tasks as web services. It requires low skills, it’s highly customizable, and does not require any changes to your existing apps. Also HATS supports iterative development – introducing next chart.
  6. This slide illustrates HATS deployment options WEB - HATS apps can be deployed as WEB apps that can be accessed via a traditional browser with zero footprint at the client. Portal – can be integrated with other application within a portlet. Web Services – can be exposed as Web Services Rich Client – can be integrated at the desktop with other Eclipse bases applications within a Rich Client - allowing to take advantage of a rich set of user interfaces widgets Mobile – and also can be accessed via PDA, Cell phones etc.
  7. HATS has the capability to achieve a traditional green screen look. Please turn to slide 20.
  8. Here’s an example of a modern Web look with HATS. Note that the host components, selection lists, function keys, are displayed as widgets selected by developer.
  9. This screen shows the capability to define a rule based on the title of a field. For example, every time a field contains the word date, the global rule ties a calendar input widget to the input field, so the end user can just click on the icon beside the field and use the widget to populate the date field. Keyboard entry of a date is still possible, giving all users a chance to use their preferred entry method. The valid value pull down list provides users with words to choose from instead of typing in a difficult variable normally required when using a traditional green screen. This eliminates user error and the need to memorize a long list of complicated variables.
  10. A JSR168 cooperative portlet is shown on this page.
  11. One of the most exciting features in HATS version 7.1 is the ability to extend transformed green screen applications to mobile users. This feature gives an increasingly mobile work force real time access to critical host application data right when they need it, vs having to wait until they can get to their laptop or office to check something or make an update. For example, a service engineer could mark a repair complete, or check inventory, and order a part if necessary. A warehouse employee could make updates to a terminal application using a handheld device. Prior to HATS 7.1, you could use HATS Integration Objects or Web services to give mobile end users access to terminal application data. Now, in HATS 7.1, end users can connect to a HATS transformation application from a mobile device using Internet Explorer Mobile browser version 5 or later. The HATS developer can customize the host application specifically for mobile users to make it easier to use, streamline the navigation flow, and use business logic to integrate the terminal application with other data sources, such as a database.
  12. This slide shows data from multiple sources 5250 (main transformation), 3270 (perform macro transaction, extract to GV), and VT (perform macro transaction, extract to GV).
  13. Before exploring the improved SOA tooling available in HATS 7.1, let’s step back and review why HATS is an important part of IBM’s SOA story. SOA is all about helping customers create new value by helping them identify application assets that are mission critical and then reusing those assets in new ways. HATS enables customers to reuse logic locked within their green screen application without requiring access to or understanding of application source. No costly, risky rewrite or reengineering is required. In addition, HATS is the only IBM product that can be used extend a wide variety of terminal applications logic as standard Web services. HATS handles 3270 applications, including CICS, IMS, TSO, and ISPF, 5250 applications, and VT terminal applications.
  14. We used a mixture of RAD, RBD, RSA, Rdz, but the only functions we really used were those specific to HATS, Web Development (JSP, HTML, CSS), or Java Development. HATS includes licensing for WebSphere Application Server, but the version is different based on HATS licensing: HATS for 3270 gets WAS ND HATS for 5250 on mulitplatform gets WAS Base HATS for 5250 on System I gets WAS Express
  15. Optional IBM Rational “Demo” Breaker Slide
  16. Image obtained from hitslink.com, March 31, 2009 http://marketshare.hitslink.com/browser-market-share.aspx?qprid=2
  17. So- in summary, HATS 7.1 provides a large variety of deployment options to meet the business needs of your customers. HATS rich client applications can be deployed to Eclipse RCP and Lotus Expeditor, and they enable integration with other desktop applications, client side processing, and a rich user interface. HATS Web applications extend terminal application access to a wide variety of browsers, providing a zero footprint client. HATS portal applications allow integration of terminal applications at the glass, and now the strategic JSR 168 portal API is supported. HATS mobile support allows anywhere/anytime access to mission critical terminal applications, and finally, HATS Web service support enables customers to create standard Web services from green screen terminal application tasks, so that the application logic can be used in new ways. Common across all deployment options is a quick return on investment- host applications can be quickly accessed through a new, intuitive user interface. In addition, HATS is a low cost, low risk solution. There is no need to rewrite applications, and HATS is based on open, proven platforms and technologies such as J2EE, Eclipse, and Web services. And finally, HATS can be used to increase productivity of your end users, and decrease the training costs by making those green screen applications easier to use and providing streamlined navigation.
  18. Small Icon in bottom right is a link to the Rational Cafés landing page
  19. Mention that the System i Sandbox is still evolving.
  20. Another way to demonstrate HATS capabilities for a customer. Mention that this is an Enterprise Modernization Demos site where you also have access to all other EM products: Rational Business Developer (RBD) and Enterprise Generation Language (EGL) , RDi, RDz, Rational Transformation Workbench (RTW)
  21. Optional IBM Rational “Questions” Breaker Slide
  22. Mandatory IBM Rational standard closing slide to be included in all external presentations. Learn more links: IBM Rational software: www.ibm.com/software/rational Rational launch announcements: www.ibm.com/software/rational/announce/ Rational Software Delivery Platform: www.ibm.com/software/info/developer Accelerate change and delivery: www.ibm.com/software/rational/offerings/scm.html Deliver enduring quality: www.ibm.com/software/rational/offerings/testing.html Enable enterprise modernization: www.ibm.com/software/info/developer/solutions/em/index.jsp Ensure Web site security and compliance: www.ibm.com/software/rational/offerings/websecurity/ Improve project success: www.ibm.com/software/rational/offerings/lifecycle.html Manage architecture: www.ibm.com/software/rational/offerings/design.html Manage evolving requirements: www.ibm.com/software/rational/offerings/irm/ Small and midsized business: www.ibm.com/software/rational/smb/ Targeted solutions: www.ibm.com/software/info/developer/solutions/index.jsp Rational trial downloads: www.ibm.com/developerworks/rational/downloads Leading Innovation Web site: www.ibm.com/software/rational/leadership developerWorks Rational: www.ibm.com/developerworks/rational IBM Rational TV: www.ibm.com/software/info/television/index.jsp?cat=rational&amp;media=video&amp;item=en_us/rational/xml/M259765N40519Z80.xml IBM Rational Business Partners: www.ibm.com/partnerworld/pwhome.nsf/weblook/index.html IBM Rational Case Studies: www.ibm.com/software/success/cssdb.nsf/topstoriesFM?OpenForm&amp;Site=rational
  23. Two main points: How HATS works: The path of a screen sent from the host to HATS displaying end user presentation. HATS action list offer a flexible and easy way to customize your application beyond the user interface. Using HATS Toolkit, the Developer has customized particular screens. At runtime, whenever HATS receives a host screen, HATS checks through its customized screen list for a match of the screen recognition defined by the Developer. If there is no match, the screen is not customized and so will be displayed using Default Transformation. If the screen is customized, HATS will run its action list. The HATS action list is a powerful way to modify the application logic as well as customize the user interface. The content and order of actions in the list were created by the Developer using HATS Toolkit. A simple case of an action list to is to run a customized transformation of the screen, thereby simply modifying the content the end user sees. A more extensive example is one where multiple actions are performed, in order, until the action list is complete. In this example, the Developer will get a global variable value set perhaps by collecting some data the end user has entered on previous screens. Let’s use a scenario where a customer calls in to a bank’s customer service rep and to set up a credit account. The global variable could be set to the customer’s bank account number. Using the account number, the business logic runs to determine if the customer is in good standing with his other accounts. The business logic may return a customer rating. The customer rating may be sent to the HATS macro, where the macro navigates through numerous host screens to get to a screen to present to the customer service rep. The screen may indicate the credit limit the customer may be given based on his account rating, along other information. When a macro runs using HATS, the keystrokes recorded in the macro for a particular screen are sent to the host, the host sends a screen to the macro, and the process proceeds until the macro is complete. In our example, the macro would end on the Credit Limit screen, which would then be sent through the Screen Customization logic before being presented to the user. Question : What happens if I change my green screen application? Answer : If using default rendering, HATS picks up the change automatically and transforms the screen. In other scenarios, depending on the type of change and how the application was customized, further modifications may need to be made to the HATS application. If you have made your screen customization logic general enough so that the host screen change is still within the location/specification of the screen recognition, your HATS application will not need to change.