Application Retirement by Flatirons Solutions


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Legacy applications are ones that no longer perform a critical business function because they have been replaced, are redundant, or are no longer relevant to business functions. However, they may include data that can't be discarded. Learn how a purpose-built solution, like Flatirons Solutions Application Retirement Solution --an EMC Certified Solution -- can help you reduce storage, compliance issues, and resource requirements.

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  • Hello, and thanks for joining us. Today I’d like to introduce you to the Flatirons Application Retirement Solution
  • Here’s how our presentation today will Today we’ll take a moment to introduce Flatirons Solutions, a trusted partner of EMC for nearly 20 yearsWe’ll describe the business problem posed by legacy applications and dataAnd then review the Flatirons application retirement solution, followed by a brief demonstration.
  • A legacy application is one which is no longer performing a critical business function, either because it has been replaced, made redundant through a merger or acquisition, or is no longer relevant to a companies business operations. Legacy applications may contain data which cannot be discarded for a variety of reasons, including business continuity and regulatory restrictions. Despite their adding little or no value to the enterprise, these legacy applications must still be supported, consuming valuable IT resources that are thus made unavailable for new projects. Recent studies have found that the majority of systems or applications supported by a typical enterprise IT organization are legacy applications, consuming more than half of the resources available to IT.In addition to consuming resources and constraining IT’s ability to bring new technologies and tools to bear, legacy applications create a fractured, silo-d information landscape, greatly increasing the complexity and expense of all basic IT operations such as support, backup, and oversight. In such a fractured landscape most CIOs find that they have no hope of a unified view of compliance across all their data.
  • here’s a more detailed view of how a unified archiving overcomes the challenges of maintaining legacy applicationsMaintaining legacy applications is costly both in terms of the hardware and other resources necessary to support them as well as maintenance fees and other charges from legacy vendor. A unified archive replaces all of those costs and burdens with a single, efficient, and far less costly system.Legacy applications may have limited or no retention and other compliance features. Even among those that do, the cost and complexity of maintaining a consistent compliance strategy across divergent platforms is high, as is the attendant risk.A unified archive resolves this by providing a single retention solution, administered in a single location, ensuring consistent compliance.Each legacy application is an isolated silo, with no practical way to search for data or conduct analysis across or between these silos.Migrating to a unified archive with a flexible datamodel presents a single datastore for searching across all legacy data, regardless of source or original format.If a legacy application which is no longer supported fails, the data stored in that proprietary format will likely be irretrievable. Transforming and storing the data in XML, a vendor neutral self describing format, means the data will always be accessible.
  • Some of the common alternatives in use by organizations facing the archiving challenge…<CLICK>1 Store Everything – costly, disorganized, unsustainable<CLICK>2 Delete Everything – Compliance and business risks<CLICK>3 Use Backup – Short term, lacks adequate security, does not provide access to the data, and is costly.<CLICK>The answer is a purpose built system designed to meet the needs of archiving data.
  • Some of the common alternatives in use by organizations facing the archiving challenge…<CLICK>1 Store Everything – costly, disorganized, unsustainable<CLICK>2 Delete Everything – Compliance and business risks<CLICK>3 Use Backup – Short term, lacks adequate security, does not provide access to the data, and is costly.<CLICK>The answer is a purpose built system designed to meet the needs of archiving data.
  • Flatirons Application Retirement is based on EMCs Enterprise Archiving Solution or EAS. EAS is a an excellent fit for yourburgeoning requirements to retire costly legacy applications while retaining access to valuable legacy data. Our approach is Holistic, in that we can ingest and archive data from any source into a single, centralized, unified archive. It is low cost and low risk compared to competing offerings, because it’s underlying noSQLXML datastoreis immensely flexible. And it is based on industry best practices and standards like XML.
  • This is how EAS will help to drive the your application retirement factoryThe key is developing and refining an iterative process for managing the transition of legacy data from the acquired companies IT resources to the EAS archive. <CLICK>The process begins with analysis, leading to the Extraction of the legacy data. We can work with your existing ETL tools, or help you to acquire the correct tools for your specific requirements.<CLICK>Regardless of the source, RDBMS tables, flat files, unstructured data, or mainframe VSAM/copybook data, the correct ETL tooling is applied to transform the data into self-describing, efficient XML. <CLICK>The XML is then stored and indexed in the EAS archive, and made available to users and external systems for use. <CLICK>We repeat the process with the next application, and so on, with the process becoming more efficient and rapid as we gain experience. Ultimately, EMC can transition the process completely to your team after a few iterations. You would then own the process completely moving forward.
  • Here’s what a typical app retirement project looks like. The overall time frame for a project can be on the order of weeks rather than months or years. First, we’ll work with your team to identify and prioritize applications which are candidates for retirementNext, we’ll analyze the data they contain as well as how you and your team will need to access this data once it’s in the archiveThat information drives the design process, culminating in a detailed solution blueprint, which forms the foundation for the build processLast, we’ll test the archive for integrity, completeness, and functionality, export the legacy data, and deploy the archive into production<CLICK>And then repeat the process, transitioning more of the process to your team with each iteration. Depending on resources availability the process can be scaled horizontally as well, with many retirements running concurrently
  • The key to that M&A engine is the flexibility of the underlying XML datastore which drives the EAS archive. Many competing offerings require the incoming legacy data to be mapped to a proprietary RDBMS structure. This process of mapping is complex, time-consuming, and often drives unnecessary decisions around which data to retain and how to maintain relationships between data elements.In contrast, the XML store imposes _no_ restrictions on the structure of the incoming data. If completing the job rapidly is the most important consideration, the source data can be transformed and stored in it’s original structure. Otherwise, the choice of how to structure the data depends on how you want to search for that data once it’s in the archive. Often it makes sense to combine data from disparate sources into a ‘business object’ model. For example, customer data from systems with different schemas can easily be merged at the search layer to provide a seamless unified search experience across legacy data from any number of sources.This means that it’s simple to maintain this unified business oriented view of your data even as additional legacy systems with vastly different data structures are archived over time.
  • The EAS architecture is designed to be flexible and scalable. A separate ingestion management layer allows for efficient horizontal scaling to meet increased loads, such as occur during archiving. These resources can then be repurposed when the system is under normal load.The underlying Archive Services layer includes the xDB store, as well as facilities for managing unstructured content. All components can reside on any combination of physical or virtual hardware.Access to the archive is via a SQL JDBC driver or a catalog of web services. In all cases access is governed by privilages assigned to Active Directory or LDAP groups. Finally, the storage layer can be any device that exposes a LUN. The solution includes built-in Hierarchical Storage Management, allowing for the most efficient use of storage resources. Archival data accessed most frequently can reside on higher-tier storage, while older, less frequently accessed information can be automatically migrated to lower tier storage based on business policies.
  • Based on Google Web Toolkit, the EAS UI toolkit is an easy to configure framework for delivering archival data to end users in a simple and consistent fashion. <CLICK>In the upper left corner is a treeview representing an hierarchical view of the data in the archive. How these data are organized is completely flexible and driven by business requirements. In this example we’ve organized the data by function, but we could also offer up a view based on legacy systems or any other criteria.<CLICK>To the right is a view showing where the legacy data came from, which helps to ensure chain of custody as well as relating the archival view of the data back to the legacy system.<CLICK>In the middle are the Report panes. Any number of reports can be configured, and search parameters collected, to drive the queries that generate the data.<CLICK>On the lower left are the records returned by the query, in this case employee HR and payroll data. Drill down reports can be configured to show different detail reports. <CLICK>In this case, demographic and employment history data are displayed on the right hand side. <CLICK>This window can be expanded to full screen to provide a more complete view of the data. <CLICK>The report can also be exported to PDF, while the list data on the left can be exported to Excel for further analysis.<CLICK>On the bottom of the screen are the controls for managing retention and legal holds. It’s important to note that retention and other compliance features are typically assigned when data are ingested based on configurable policies, but retention and holds can also be managed manually.
  • A critical component of the EAS Application Retirement solution is the JDBC powered SQL Gateway. As we’ve discussed, the underlying XML repository is extremely powerful, flexibile, and scalable. However, most organizations and institutions have invested extensively in reporting, data mining, business intelligence and other toolsets that rely on SQL to access their datastores. The EAS SQL Gateway provides seamless access to these applications, allowing immediate and efficient analytic access to archival holdings for the purpose. The SQL gateway supports a wide range of SQL functionality, and additional functionality is being added all the time.
  • Let’s review again the benefits of the EAS approach to archiving.<CLICK>First, the XML format is vendor neutral, self-describing in that you can get a good idea of what data are represented just by looking at it, ubiquitous and future-proof in the sense that it’s likely to be around for a long time, just like the archive itself.<CLICK>The schema-less noSQL approach provides complete flexibility, vastly simplifying the ETL process and reducing risk and expense. <CLICK>The iterative approach allows <<Customer>> to rapidly increase it’s proficiency in the archiving process, allowing them to fully own the process into the future. No requirement for permanent vendor staff to facilitate the archiving process<CLICK>A SQL Gateway allows access to the XML store for BI and Big Data applications.<CLICK>Structured and unstructured data can be archived together in the same solution.<CLICK>Overall, the EAS solution has demonstrated itself to be low-cost, quick to implement, simple and effective.<CLICK>
  • For example, we recently completed an app retirement project for a large retail financial institution.Over a terabyte of data were archived, with the total project consuming only 3 months from kickoff to production deploymentThis customer saved over $5 million annually by eliminating software maintenance fees and reducing IT hardware requirements. Some of the data have 10 year retention requirements, so the potential savings over the life of just this legacy dataset alone is in the 10s of millions of dollars. ROI breakeven was achieved in well under a year.Compliance goals were met, and the customer was able to implement a completely roles based security model controlling access ot the data.
  • Flatirons is ready to help you meet your legacy application and data archiving challenges. One of our archiving technologists will meet with your team, onsite and at no charge, to complete the Legacy Application portfolio analysis and determine basic business requirements.Our team will prepare a detailed project plan as well as a an ROI analysis and financial justification that clearly demonstrates the value of the proposed solutionWe’ll prepare a Statement of Work that defines the initial applications to be retired, as well as an optional Proof of Concept engagement.We’ll present these findings to your project sponsors and help to build consensus for moving to the next step.
  • Application Retirement by Flatirons Solutions

    1. 1. Today’s Legacy Facts IT Budget Allocation New Projects 30% Existing Systems 70% CIOs SAY THEIR ORGANIZATIONS DO NOT HAVE A SINGLE VIEW OF LEGACY SYSTEM DATA FOR COMPLIANCE REPORTING SOURCE: NCC survey companies with over 50 IT staff Copyright © 2013 Flatirons Solutions Corporation 1
    2. 2. Flatirons Application Retirement Solution Copyright © 2013 Flatirons Solutions Corporation 2
    3. 3. Agenda  Introduction of Flatirons Solutions  The Business & Technical Problem  The Flatirons Application Retirement Solution Copyright © 2013 Flatirons Solutions Corporation 3
    4. 4. Introducing Flatirons Solutions  Experts in content technology solutions for commercial and government clients  Specialists in XML-based single-source publishing, rich media management, case management, dynamic delivery, and content globalization  Full lifecycle services including:  Strategy  Architecture  Design  Implementation  Offices in Boulder, CO, Washington, DC Shanghai, PRC and London, England  Inc. 500 company with over 100 consultants Copyright © 2013 Flatirons Solutions Corporation 4
    5. 5. Today’s Legacy Facts IT Budget Allocation New Projects 30% Existing Systems 70% CIOs SAY THEIR ORGANIZATIONS DO NOT HAVE A SINGLE VIEW OF LEGACY SYSTEM DATA FOR COMPLIANCE REPORTING SOURCE: NCC survey companies with over 50 IT staff Copyright © 2013 Flatirons Solutions Corporation 5
    6. 6. Change is Coming • Dozens, perhaps hundreds, of legacy applications are being replaced as IT organizations transform and adopt new solutions • Containing enormous amounts of potentially valuable data • One of the keys to transformational ROI is rapid decommissioning the applications being replaced • So the problem statement is simple: What to do with all of this data? Copyright © 2013 Flatirons Solutions Corporation 6
    7. 7. Common Options don’t Solve the Problem STRUCTURED DATA AND UNSTRUCTURED CONTENT TRANSACTIONS 1 PRINT STREAMS DATA TRANSACTIONS IMAGES REPORTS STORE EVERYTHING High cost and not sustainable 2 Copyright © 2013 Flatirons USE ONLY Corporation EMC CONFIDENTIAL—INTERNAL Solutions IMAGES PRINT STREAMS DOCUMENTS REPORTS DELETE EVERYTHING Compliance risks and business issues 3 DATA DOCUMENTS BACKUP Short term, lacks security and limited access 7
    9. 9. Introducing EAS UNIFIED ARCHIVE EMC EMC EAS Application Retirement APPLICATIONS HOLISTIC LOW RISK & COST Copyright © 2013 Flatirons Solutions Corporation USERS FLEXIBLE STANDARDS COMPLIANT 9
    10. 10. The App Retirement Factory • Any source data: – – – – – PeopleSoft Oracle Mainframe RDBMS Document Images Print Streams Unstructured data User Access EAS Archive • Transformed into XML – Self-describing – Efficient – Future Proof Copyright © 2013 Flatirons Solutions Corporation 10
    11. 11. The Factory Process Application Portfolio Analysis •Create application catalogue •Determine which applications should be retired •Identify benefits , costs and ROI Business & Data Analysis Design & Build •Create data models/XML schema’s •Determine data access requirements •Define data retention •Define audit process & reports •Determine solution pattern •Configure data acquisition interfaces •Configure transformations •Configure audit reports •Configure data access application Copyright © 2013 Flatirons Solutions Corporation Delivery •Extract system data •Monitor & validate process •Review audit data •Test data access application 11
    12. 12. Business Object Archiving • Built to archive any type of application data • Designed to archive data in the ―original‖ structure – No costly data Application 2 Application 1 Name Address State Postal Code Bryan Cross 123 Archive Way Suite 100 ID 12345 Name Last Name Address 1 Address 2 Zip Bryan Cross 123 Archive Way Suite 100 12345 conversions • Still allows for structured searching and display • Search and display are configurable to meet your requirements • Based on XML, accessible through SQL First Name Bryan Last Name Cross Search Copyright © 2013 Flatirons Solutions Corporation 12
    13. 13. Architecture Overview 3d Party Applications SQL Gateway Data Mining Business Applications Unstructured Roles based access to archive data configured in LDAP/AD Structured EAS GUI Integrated HSM allows the most efficient use of storage Ingestion Management Data Access Includes workflow, job scheduling, alarms, library services, etc. Archive Services Unstructured Content Store Documentum xDB Archive Storage VMAX, Centera, EMC ATMOS, NetApp SNaplock, … Enterprise Archive System Copyright © 2013 Flatirons Solutions Corporation 13
    14. 14. Accessing the Archive Libraries organized by Collection Legacy Chain of Custody Info Reports Defined for Collection Search Parameters Detail Record Master Record Results Export to Excel Click to access drilldown reports Manage Retention, legal holds Copyright © 2013 Flatirons Solutions Corporation Export to PDF View in Large Window 14
    15. 15. Accessing the Archive – SQL Gateway Copyright © 2013 Flatirons Solutions Corporation 15
    16. 16. The Superior Solution XML is vendor-neutral, selfdescribing, ubiquitous, future proof SQL Gateway enables access by BI applications Schema-less noSQL XML database vastly simplifies ETL. No target schema, ultimate flexibility. Archive structured and unstructured with a single solution. Iterative approach facilitates our training your team to own archiving process in future. Low-cost, low-risk, simple, extremely fast to implement. Copyright © 2013 Flatirons Solutions Corporation 16
    17. 17. Case Study Large healthcare provider 2.4 TB data archived 5 months elapsed from kickoff to rollout Multiple applications, including clinical and HR, retired > $5M annual savings from retiring legacy apps Compliance goals met Copyright © 2013 Flatirons Solutions Corporation 17
    18. 18. Flatirons Solutions Special Engagement Offer  On-Site Customer Briefing of Application Retirement Model  Half Day on-site initial Portfolio Analysis (free of charge)  Meet with the your Business and IT Teams to Identify Applications that are Candidates for Retirement / Decommissioning  Prepare a Financial Justification and Project Plan that Outlines the Tasks Associated with the Applications Targeted for Retirement  Prepare a SOW that Defines Initial Application(s) and Proof of Concept Implementation (3-5 weeks $50 - $70K)  Present Findings to the Project Sponsors, agree on Next Steps Copyright © 2013 Flatirons Solutions Corporation 18
    19. 19. For More Information: Flatirons Solutions Joe Mihalik +1 303-542-2114 Copyright © 2013 Flatirons Solutions Corporation 19