Who moved my Cheese

1

• Who moved my Cheese?
• Migrating from SAM to ProSAM

2
Planning your move

• Select the right house for your needs (Hardware
  Platform)
• Securing the permits (Licensing)
• Help Wanted! (Staffing)
• Finding the right help (IT, Database etc.)
• Moving (Conversions and Interfaces)
• Learning the new digs (Training)
• Financing (Cost estimates)
• Closing Date (Timeframe)
• Benefits of ProSAM
• Audience Experience
• Questions/Answers

3
Do Not

• Do not go charging in blindly without a plan
• Do not underestimate the project hours cost

4
Select the right house? (Hardware Platform)

• Select Desired Platform
• Unix - most typical platforms
• AIX
• Solaris
• HP-UX
• Linux
• RedHat
• SuSe
• Windows Server 200x
• z/OS SUSE Linux partition
• Only available option for mainframe
• Requires ACUCOBOL

5
Select the right house Continued

• Multiple Regions Required
• Dev, QA, Production
• Relational Database
• Separate or existing server
• An instance needed for each region
• Client runs on Windows OS
• Thin client
• Windows XP or 2000, Vista
• Minimum 128 MB RAM
• Minimum 20 MB Hard Drive Space
• Minimum 800 x 600 resolution

6
Blueprints of new house
Application Server
Database
SOCKET
Request
Response
Socket Descriptor
Authentication
7
Securing the permits (Licensing)

• Base Installation
• No re-licensing fees from Sigma
• C compiler
• GNU C Compiler may be used in some cases. Verify
  with Sigma FIRST.
• Some may come with Operating System

• COBOL Compilers
• Microfocus
• Net Express IDE Runtime (contact Microfocus rep
  for price)
• Windows Server 200x
• Server Express Runtime
• UNIX
• AcuCorp (pricing varies due to platform)
• ACUCOBOL-GT Compiler Runtime
• Available for UNIX, Linux and z/OS SUSE Linux

8
Securing the permits - Continued

• Open Source Tools (Free!)
• XSLT transformation engine, Xalan
• Available at http//www.apache.org
• Java SE
• Available at http//java.sun.com

9
Securing the permits - Continued
Baseline Installation Including Web Services and
Integration

• All requirements of Baseline Installation
• XML Exchange Service (provided by Sigma)
• Web Service and Integration Servlets
• Open Source Tools (Free!)
• Xerces, Tomcat, SOAP
• Available at http//www.apache.org
• Java EE
• Available at http//java.sun.com
• JDOM
• Available at http//www.jdom.org

10
Help Wanted! (Staffing)

• Overall Project Manager
• IT Resources
• .75 FTE programmer/analyst
• .3 FTE programmer/analyst
• FA Resources
• .75 FTE Process design/ testing
• .75 FTE Revise existing procedures / train staff
• Sporadic involvement
• Process specialists (loan, etc.)
• Policy decision authority

11
Project Manager

• Project Management
• Coordinate with
• Sigma
• IT Resources
• FA Resources
• Oversee the entire project
• Make/Meet benchmark dates
• Statement of Work

12
Techies

• Unix/Linux Expertise
• File permissions/Security
• Create/Execute Korn Shell Scripts
• Basic Linux/Unix commands
• Create/Modify user .profiles
• Use of make utility
• Process scheduling and execution
• Navigation / copying / moving files within Unix
• More on Recommended List

13
Techies

• Windows Server Expertise
• File Permissions/Security
• Create/Execute Shell Scripts
• DOS
• Windows Scripting
• Basic DOS commands
• Basic Administrator tasks such as
• Launching Services
• Setting environment variables
• Create Users/Groups
• Creating Logon scripts
• Comfort level using IDE environments
• Process scheduling and execution
• Navigation / copying / moving files within
  Windows
• More on Recommended List

14
Database Techie

• Database expertise
• Installation of DB software
• Applying patches / upgrades
• Defining / Altering DB tables
• Growth monitoring
• Name space and region management
• Creation of backup / restore procedures
• Effective structured queries / multi-table joins
• More on Recommended List

15
Moving - Conversions/Interfaces

• Requirements Gathering
• Convert SAM data Utility transaction programs
• Unload, unpack, transfer, pack, load
• Corrupted data to fix
• Bursar Interface for disbursement
• Ad-hoc reporting requirements (new environment)

16
Conversions/Interfaces
Java Service
Application Server
Business Process Engine
SOCKET
SOCKET
Request
Request
Response
Socket Descriptor
Response
17
Learning the new digs (Training)

• Executive Training Seminar
• SAM to ProSAM Training Guide
• ProSAM Documentation
• Webex training sessions
• http//sigmasys.webex.com
• Train the trainers
• Typically train the implementation team and they
  train everyone else.

18
Learning the new digs (Training)

• Dealing with retiring the old system
• Focus on the benefits to gain staff enthusiasm
• GUI environment
• Dynamic Labels of User fields
• Online tools
• Diagnostics
• SAM vs ProSAM
• TADD vs Workbench
• SEC vs LockSmith

19
Financing (Cost Estimate)

• No need to re-license software
• ProSAM treated as upgrade
• No increase in annual maintenance costs
• 2500 software delivery fee
• Six months dual maintenance (included)

• Additional optional modules, available only in
  ProSAM such as
• ISIR Management
• Grant processing
• Installation costs
• Sigma Remote access lower cost
• Training costs
• Ballpark 20K - 35K

20
Timeframe - Benchmarks

• Bare minimum of three months
• Typical timeframe is six months
• Run SAM/ProSAM concurrently for a month
• Dont bring up ProSAM under two years at once
• Sigma availability limited from Oct - Feb

21
Success!
Celebrate your Success!
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Questions?
prosam_at_sigmasys.com