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COBOL to .

NET Conversion IT Department System Automize Review


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

COBOL To .NET Conversion

BASICS

What Is the COBOL to .NET Conversion?


5 applications
File Split Order Verification Report Stored Values Report Overdraft Chargeoff Negative Balance Reduction

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

What Is the Client Support App?


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

Receive, decrypt, and forward client files


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

Tools, Servers, & Drives Used


Automize Tool Manages file transfers Task Manager Schedules 5 Apps FTP Server (IP Address Removed) COBOL App Server (IP Address Removed) SQL Server (IP Address Removed) App Path \\path\inetpub\ftproot\folders (Path edited)

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

External FTP Servers Card Vendor 1 & Card Vendor 2


Used To Transfer File Split Vendor Output Vendor 1 Output Upload Vendor 1 SFTP Profile in Automize
Pull Final Copy files Encrypt Place files in the Upload folder

Vendor 2 Output Upload Vendor 2 SFTP Profile in Automize


Pull Final Copy files Encrypt Place files in the Upload folder

External FTP Servers - Processor


Upload ProcessorUpload SFTP Profile in Automize
Place files in the Upload folder Files MUST start with (Removed). <- including the . When files are processed, files come back from processor

Download Processor SFTP Profile in Automize


Pull returned files from the Return folder Pull OVR1 & OVR2 from the root

COBOL To .NET Conversion

BASIC EXPLANATION OF THE 5 APPS

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

NBREC Negative Balance Reconciliation

Order Verification Report


INPUT
OVR\Source OVR1 file pulled from processor

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

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

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

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

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

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

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

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

Stored Values Report


INPUT
SVR\Source Three files received by the FTP server from clients

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

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

The file is transferred to the App Drive.

Overdraft Charge Off


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

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

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

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

Negative Balance Reduction


INPUT
NBREC\Source Card Balance Report pulled from Company Docshare

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

DATABASE : SVDB database NBRECCRD & NBRECPRE tables


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

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

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

COBOL To .NET Conversion

FILE TRANSFERS: TASK SCHEDULER & AUTOMIZE

Microsoft Task Scheduler


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

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

Easy to use task scheduler: No programming or scripting required, graphical interface


Scripting features are available for advanced users and programmers Run 1000+ tasks a day using a flexible task scheduler;

Automize Features Summary


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

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

A task is one function, such as decrypting a file


Primary Tasks Used in 5 Apps Include:
FTP & SFTP Copy & Rename Files Encryption/Decryption Email Notification

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

Input & Output Script Basics


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

Main Automize Input Scripts


External Processor
Handle Return (pulls from Processor)

Clients (Input for SVR and OnHold folder)

ClientCheck

Client2Check

Client3Check

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

5 Apps Input OVR & FS Split - OVRToCobolServer NBREC:


HandleNBRECInput (Pull from Company Docshare) NBREC2010147Check (when pulling from Company Docshare)

ODCF - HandleODCF (pulls from Company that handles overdrafts)

Main Automize Output Scripts


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

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

General Rules for Tasks & Scripts


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

Creating Tasks
Click the New Task icon on the taskbar.

However, it is easier to duplicate an existing task


To copy an existing task
Right-click and select Copy A box will appear with instructions to name the copy

To edit an existing task


Select the task Click the Edit button

To delete an existing task


Right-click and select Delete

To run an existing task


Select the task Click the Run button

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

To run an existing script


Select the script Click the Run button

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

To set a new schedule:


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

To disable the schedule:


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

To re-enable the schedule:


Go to the Schedule tab Right click the item and select Run Schedule View the schedule tab to see that the checkbox next to the item is not checked

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

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

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

COBOL To .NET Conversion

QUESTIONS???