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IBM Innovate 2012Build Smarter User Interfaces for LegacyApplications with IBM Rational Host AccessTransformation Services...
The Premier Event for Software and Systems Innovation    About Us: Strongback Consulting     IBM Advanced Business Partne...
The Premier Event for Software and Systems Innovation    Why modernize my green screen?     “If it ain’t broke…”     “On...
The Premier Event for Software and Systems Innovation    Business Challenge: Data Entry Errors Terminal Apps offer poor d...
The Premier Event for Software and Systems Innovation    Business Challenge: Longer Training Time     Non-intuitive inter...
The Premier Event for Software and Systems Innovation    Business Challenge: User Frustration     Poor field labels     ...
The Premier Event for Software and Systems Innovation    Business Challenge: Lack of Access to Source CodeColumns . . . .:...
The Premier Event for Software and Systems Innovation    Business Challenge: Need a modern experience NOW!!!    • Rip and ...
The Premier Event for Software and Systems Innovation    Overview of HATS 8.0     Web 2.0      – Dojo       • HATS Dojo w...
The Premier Event for Software and Systems Innovation     Web 2.0: Templates      Research, industry, and medical      B...
The Premier Event for Software and Systems Innovation     Dojo Widgets: Enhanced Grid      Allows advanced manipulation o...
The Premier Event for Software and Systems Innovation     Dojo Widgets: ValidationTextBox      Allows for user-side valid...
The Premier Event for Software and Systems Innovation     Dojo Widgets: Date Text Box      Allows either typing or choosi...
The Premier Event for Software and Systems Innovation     Dojo Widgets: Filtering Select      Allows users to type or sel...
The Premier Event for Software and Systems Innovation     Eclipse based development: HATS as a perspective on RAD/RBD     ...
The Premier Event for Software and Systems Innovation     Improving data entry accuracy      Calendar drop downs ensure d...
The Premier Event for Software and Systems Innovation     Improving the user experience      Macros improve navigational ...
The Premier Event for Software and Systems Innovation     Reducing training time      Leverage web browser familiarity   ...
The Premier Event for Software and Systems Innovation     Build the solution RAPIDLY      Initial application transformat...
The Premier Event for Software and Systems Innovation     No need for access to RPG/COBOL code      Rendering engine tran...
The Premier Event for Software and Systems Innovation     About DMS Systems  ISV, selling System I based ERP software  R...
The Premier Event for Software and Systems Innovation     DMS Systems: Need to Modernize Yesterday      Rapidly changing ...
The Premier Event for Software and Systems Innovation     DMS Solution: HATS Transformations      Quickly used default re...
The Premier Event for Software and Systems Innovation     Before ….                                                       ...
The Premier Event for Software and Systems Innovation     After…      Elegant template done with CSS, and carefully      ...
The Premier Event for Software and Systems Innovation About PBD Worldwide  Fulfilment and distribution services  System ...
The Premier Event for Software and Systems Innovation     PBD Example: Change the workflow      Customer uses JDE 5250 ve...
The Premier Event for Software and Systems Innovation     About Arlington Heights Parks District  Government Municipality...
The Premier Event for Software and Systems Innovation     AHPD Example: Legacy VT100 (COBOL on AIX)      Telnet VT100 (a ...
The Premier Event for Software and Systems Innovation     AHPD – Macro Driven      Visual Macro editor shows you the     ...
The Premier Event for Software and Systems Innovation     Lessons learned, recommendations, tips and techniques, etc.  De...
The Premier Event for Software and Systems Innovation     For more information on how we can help you improve your interfa...
The Premier Event for Software and Systems Innovation                                                         www.ibm.com/...
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Build Smarter User Interfaces for Legacy Applications with IBM Rational Host Access Transformation Services

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lder interface systems such as those using COBOL on IBM AIX, or RPG on IBM i are expensive to replace and often difficult to integrate. See how to quickly leverage these systems in an environment without rewriting or having access to the original source code. Using IBM Rational Host Access Transformation Services (HATS), create REST-based or SOAP-based Web services to call from other systems. Presenters demonstrate a customer solution that was originally written in COBOL on AIX that now uses HATS Web services. Presenters show how using the new Dojo features in HATS, teams can rapidly build a new interface without rip and replace of the old system. HATS and Dojo help dramatically reduce data entry errors, improve customer call times, and make it easier to train personnel to use the applications. The session includes demos.

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  • Transcript of "Build Smarter User Interfaces for Legacy Applications with IBM Rational Host Access Transformation Services"

    1. 1. IBM Innovate 2012Build Smarter User Interfaces for LegacyApplications with IBM Rational Host AccessTransformation ServicesKenny SmithPrincipal Consultant, Strongback ConsultingKenny.smith@strongback.us@smithkennyPWR 1302
    2. 2. The Premier Event for Software and Systems Innovation About Us: Strongback Consulting  IBM Advanced Business Partner – Rational, WebSphere, Lotus, Information Management certified – Strongly focused on Enterprise Modernization and application lifecycle management – Key Industries Served: Finance, Insurance, Healthcare, Manufacturing – Rational Design Partner for HATS and other Rational enterprise modernization technologies2 © 2012 IBM Corporation
    3. 3. The Premier Event for Software and Systems Innovation Why modernize my green screen?  “If it ain’t broke…”  “Only our call center uses it. … “  “It’s a 3rd party app”  “I’ve used it for 20 years.. Nothing wrong with it!”  “We don’t need to integrate it”  “Too much invested in it to throw it away”  “But it has all our business rules!”  “We’re going to all .NET …..next month”  “We spent too much training everyone on this system”  “Joey retired and we lost his member files”  “I’m retiring next year, what do I care?”3 © 2012 IBM Corporation
    4. 4. The Premier Event for Software and Systems Innovation Business Challenge: Data Entry Errors Terminal Apps offer poor data entry controls Garbage in – garbage out Poor data entry results in: – Inaccurate business intelligence – Giving the customer or patient the wrong order – Longer call times – Loss of productivity due to data re-entry, or data correction – Having to purchase additional software to correct errors (i.e. Infosphere QualityStage, Optim, etc)4 © 2012 IBM Corporation
    5. 5. The Premier Event for Software and Systems Innovation Business Challenge: Longer Training Time  Non-intuitive interface – No tool tips, context sensitive help, coded fields, abbreviations, etc.  Current generation knows the web – Does NOT understand ‘field exit’, ‘clear’, etc. – “Where is the PF3 key?”  Training is often a neglected item in IT budgets – Isn’t that what consultants are for?  Average annual turn over in a call center is 33%* – Longer training required == less productivity, greater cost per resource http://www.ilr.cornell.edu/globalcallcenter/research/unitedStates.html5 © 2012 IBM Corporation
    6. 6. The Premier Event for Software and Systems Innovation Business Challenge: User Frustration  Poor field labels  No ‘hints’ on field controls  Lack of access to documentation  Complex navigation  User workflow that does not make sense  Post-it notes around the monitor as ‘documentation’  Multiple windows  Poor printing capability6 © 2012 IBM Corporation
    7. 7. The Premier Event for Software and Systems Innovation Business Challenge: Lack of Access to Source CodeColumns . . . .: EditSEU ___________________________________________________________-----------------------------------------------------------------Common with COTS applicationsLegacy apps from acquisitionsRequired use of a partner, vendor, or parent company applicationDeveloper lock out – You fired the guy who had the code, he deleted it as he walked outChanges to source may involve costly risks – “Everything is tied to our ERP!!”==================================================================__________________________________________________________________ 02/0097 © 2012 IBM Corporation
    8. 8. The Premier Event for Software and Systems Innovation Business Challenge: Need a modern experience NOW!!! • Rip and replace requires prohibitive or catastrophic spending • Low ROI on rip and replace • Time to market is of the essence • Can’t access new markets • Trying to pivot a battleship • Large application audience • Heavy load on testing • Large cost involved in retraining8 © 2012 IBM Corporation
    9. 9. The Premier Event for Software and Systems Innovation Overview of HATS 8.0  Web 2.0 – Dojo • HATS Dojo widgets • Transform for Dojo editing • Dojo for IOs – New templates – RESTful web services  JSR286 Portlet support  iPad support  Support for the latest runtimes  Support for the latest development tools  Support for Apache Geronimo 2.1.7  Support for Android devices (default browser 2.3.4 +)9 © 2012 IBM Corporation
    10. 10. The Premier Event for Software and Systems Innovation Web 2.0: Templates  Research, industry, and medical  Benefit: Modern look and feel- tabs, menus, highlighting, fading, rounded corners10 10 © 2012 IBM Corporation
    11. 11. The Premier Event for Software and Systems Innovation Dojo Widgets: Enhanced Grid  Allows advanced manipulation of tabular data  Available components: Table, Table (field), Table (visual)  No widget setting  Enables both Nested Sorting and Multiple Rows/Columns Drag&Drop features by  default  In HATS Version 8, the table rendered by the Enhanced Grid widget is read-only11 © 2012 IBM Corporation
    12. 12. The Premier Event for Software and Systems Innovation Dojo Widgets: ValidationTextBox  Allows for user-side validation of text data  Available for Input field component  Use Regular expressions to define the validation rule  Helpful prompt message  Invalid message when the user types it wrong12 © 2012 IBM Corporation
    13. 13. The Premier Event for Software and Systems Innovation Dojo Widgets: Date Text Box  Allows either typing or choosing a date from a pop-up calendar  Available for Input field component  Pass in common date formatting elements (MM/dd/yyyy)  Prompt for invalid data13 © 2012 IBM Corporation
    14. 14. The Premier Event for Software and Systems Innovation Dojo Widgets: Filtering Select  Allows users to type or select an option  Available components – 1. Selection list – 2. Input field with hints – 3. Command line – 4. Input field – 5. Item selection  Note that for 3-5, items are from the Fill from strings widget setting.14 © 2012 IBM Corporation
    15. 15. The Premier Event for Software and Systems Innovation Eclipse based development: HATS as a perspective on RAD/RBD • Similar IDE experience as Rational Developer for POWER • HATS toolkit plugs into existing IDE15 © 2012 IBM Corporation
    16. 16. The Premier Event for Software and Systems Innovation Improving data entry accuracy  Calendar drop downs ensure date formatting  Radio buttons eliminate non-valid values  Drop downs give the user legible options – Avoid post-its around the monitor to decipher field label values  Dojo enabled widgets – Easy to inject client side validation – Type ahead features make it easier to find values in long lists16 © 2012 IBM Corporation
    17. 17. The Premier Event for Software and Systems Innovation Improving the user experience  Macros improve navigational flow  Replace acronyms, & codes with real legible field labels  Clickable buttons & links replace function keys  The more intuitive the interface, the less demand for documentation (or the less it gets used)  Dojo layout widgets better organize the screen – Tab, accordion, stacked containers organize fields appropriately  Print directly from the browser – Use “print” style sheet where needed17 © 2012 IBM Corporation
    18. 18. The Premier Event for Software and Systems Innovation Reducing training time  Leverage web browser familiarity  Make it intuitive  Make labels & field options readable  Client side validation give instant feedback.  Reduce training time by up to 75%  Anyone ever taken 3 months to train on Facebook, Gmail, or other popular site? – Anyone ever seen the documentation?18 © 2012 IBM Corporation
    19. 19. The Premier Event for Software and Systems Innovation Build the solution RAPIDLY  Initial application transformation in under an hour  Gradually improve the application as you go – Default rendering handles the bulk of the screens – Global rules to further enhance default rendering – Custom transformation for the most used / busiest screens <image of iterative screen develop – need recent image, not the previous boiler plate ones>19 © 2012 IBM Corporation
    20. 20. The Premier Event for Software and Systems Innovation No need for access to RPG/COBOL code  Rendering engine transforms the Data stream on the fly – 5250 , 3270, VT100  Does not access display files, or file members  Multiple panes of data – not a screen scraper – Text, Field, DBCS, Color, Extended Attributes, Grid20 © 2012 IBM Corporation
    21. 21. The Premier Event for Software and Systems Innovation About DMS Systems  ISV, selling System I based ERP software  Rocky Mount, NC  ISV Focused on ERP and CRM packaged applications  Also an IBM Premier Business Partner  DMS Systems Corp. is an established and leading supplier of integrated Warehouse Management Systems (WMS), Enterprise Resource Planning (ERP) and Supply Chain Management (SCM) Solutions for Automotive, HD Truck, RV, Marine Parts and other hard- goods Distributors in the U.S. and Internationally.21 © 2012 IBM Corporation
    22. 22. The Premier Event for Software and Systems Innovation DMS Systems: Need to Modernize Yesterday  Rapidly changing customer base – Economic downturn costing customers – New customers want a Web UI (not 5250)  Pressure from customers for cloud based solutions, mobile solutions – Competition readily available, but not yet mature for this industry  Deep investment on IBM i, RPG based 5250 application  Screen logic tied in closely with business logic  Need integration with other systems & databases – Web Catalog – CRM22 © 2012 IBM Corporation
    23. 23. The Premier Event for Software and Systems Innovation DMS Solution: HATS Transformations  Quickly used default rendering to transform the interface  Adjust global rules and add screen transformations as needed  Dojo Widgets control data entry where applicable – Radio buttons for 1-3 options – Drop downs (filtering selects) for >3 options – Validation rules on certain text boxes  Call out to DB2 tables to populate common drop downs  Develop iteratively – Use RTC to capture stakeholder request for enhancements – Prioritize, and release regularly23 © 2012 IBM Corporation
    24. 24. The Premier Event for Software and Systems Innovation Before …. What’s The MFR Remember the Code?? Item number!24 © 2012 IBM Corporation
    25. 25. The Premier Event for Software and Systems Innovation After…  Elegant template done with CSS, and carefully selected images  Populate dropdowns via JPA calls from Business Logic  Display using Dojo widgets for optimal Experience.25 © 2012 IBM Corporation
    26. 26. The Premier Event for Software and Systems Innovation About PBD Worldwide  Fulfilment and distribution services  System I back end ERP  Based in Alpharetta, Georgia  Maintains full PCI Compliance  Ships in excess of 4 million packages for its clients each year. With an accuracy guarantee of 99.8% on all shipments. – Fulfillment - pick, check, pack, and ship – Distribution and Transportation Services – Customer Contact Center – Accounting Services – Information Technology and eCommerce Services – Dedicated Account Management – Implementation Project Management – Accessible Reporting26 © 2012 IBM Corporation
    27. 27. The Premier Event for Software and Systems Innovation PBD Example: Change the workflow  Customer uses JDE 5250 version  Customer order workflow was bass-ackwards – Get the payment type, then payment, then order data, then customer info  Lack of access to source code (JDE)  Solution: Use business logic & macros to reverse the flow – Business logic is Java – Access to all the API of the underlying Host On Demand environment – Ability to enter data, capture data stream elements and more – Call business logic from Screen Customizations – Also use BL to call XPCML calls for IBM RPG Web Service calls for additional add on functions27 © 2012 IBM Corporation
    28. 28. The Premier Event for Software and Systems Innovation About Arlington Heights Parks District  Government Municipality  Public park and recreation agency  Located in Arlington Heights, Illinois,  Largest community in Chicagos northwest suburban corridor  Operate 5community centers with outdoor pools, Olympic Indoor Swim Center, two tennis clubs, two public golf clubs, Lake Arlington, Arlington Heights Historical Museum, Senior Center, an outdoor skate park and 58 parks including a sports complex, playgrounds, picnic shelters and much more spread over 715 acres of land and 16.2 square miles28 © 2012 IBM Corporation
    29. 29. The Premier Event for Software and Systems Innovation AHPD Example: Legacy VT100 (COBOL on AIX)  Telnet VT100 (a true dumb terminal)  Government entity (i.e. limited budget)  COBOL UI was only method of access  Rip and replace was extremely cost prohibitive – Application in place for decades – ERP deeply hooked into it  SOLUTION: Use HATS macros to create web services – JAX-WS standard, means any client can consume – New front end with elegant workflow written to integrate with existing Lotus Notes application29 © 2012 IBM Corporation
    30. 30. The Premier Event for Software and Systems Innovation AHPD – Macro Driven  Visual Macro editor shows you the visual navigation  Drag and drop screens in the desired order  Add actions as needed (extracts, prompts, if-else, etc)  Macros then get wrapped in JAX-WS – Java API for XML Web Services – Wizard generated deployment  Web Services consumed by other apps – Lotus Domino web site in this case30 © 2012 IBM Corporation
    31. 31. The Premier Event for Software and Systems Innovation Lessons learned, recommendations, tips and techniques, etc.  Develop your HATS apps iteratively – Don’t spend 6 months waiting on the big bang – Gather feedback with each iteration – JPA 2.0 and WAS 8.0 makes RDBMS integration simple  Version your assets – HATS apps are Java EE apps – A file system does NOT make a version control system  You don’t have to, but you CAN do very complex things with HATS – Business Logic is Java, and at the heart of how HATS and HOD work – Macros have their own language elements – Custom widgets/components can make your site unique  Utilize a designer to help you with UI for maximum benefit – The latest HATS templates are very good – Dojo Widgets greatly simplify client side validation and data entry – Custom branding needs a designer31 © 2012 IBM Corporation
    32. 32. The Premier Event for Software and Systems Innovation For more information on how we can help you improve your interfaces, increase user productivity, and accelerate your SOA, contact us at sales@strongback.us, or call us at 904.351.6658. Subscribe to us at http://feeds.feedburner.com/StrongbackConsulting Discover us at: http://www.strongback.us Socialize with us on Facebook http://www.facebook.com/StrongbackConsulting32 © 2012 IBM Corporation
    33. 33. The Premier Event for Software and Systems Innovation www.ibm.com/software/rational© Copyright IBM Corporation 2012. 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 havethe 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 IBMsoftware. 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 capabilitiesreferenced 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 featureavailability 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 MachinesCorporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. 33 © 2012 IBM Corporation
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