focus to web focus - a paradigm shift

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Information Builders Summit, Nashville TN, June 2009This presentation will explore the switch from a FOCUS-based BI system to the newest Web-based technology. It will present the challenges of making the switch: the criteria for technology selection, the rationale for standardizing on WebFOCUS, and the tools used to convert the data warehouse, ETL, and suite of reports to WebFOCUS.

TRANSCRIPT

FOCUS to WebFOCUS

Edan SaltzFinancial Security Assurance

Information Builders Summit ‘09

Financial SecurityAssuranceA Global Leader inFinancial Guaranty InsuranceWe provide a broad array of financial guaranty products to municipal, asset-backed and structured finance markets

2FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Why Switch? New Technologies

– Web based user interface– New Reporting Options– GUI Based Tools

Loss of Support– DEC Alpha Based System– OpenVMS FOCUS

3FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Multiple Single

4FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Choosing a Replacement Business Objects Actuate Cognos Brio WebFOCUS OpenVMS FOCUS

5FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Selection Criterea Technological Base

– New vs. Older– GUI vs. 4GL Based– SQL vs. Proprietary Language

Expense– Rewrite vs. Modify– Developer retraining– Phase-out Period

6FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Why WebFOCUS? Least Costly New Technology Developer Familiarity Easiest Phase Out of Old System Built in Scripting Language Lightning Fast Single System

7FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Magnitude of Project Twenty Years of Development

Effort 500 Scripts to convert Only 2 Full-time FOCUS

developers Continued Support of Legacy

system8FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Old System

Data Warehouse

• 20 Focus Databases

• Historic Snapshots

• 1 Gig per Snapshot

ETL• Sybase

Source• BCP Data

Dumps• 60 Focexecs• 140 Data

Integrity Reports

Reporting System

• 250 Reports• 200

Parameter Screens

• Batch Reports

• Data Feeds

9FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Key Issues

Production schedule New/Updated Reports User Support Start Conversion in Old System

10FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Old System #1

11FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Old System #2

12FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Old System #3

13FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Old System #4

14FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Old System #5

15FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

New System #1

16FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

New System #2

Wednesday, June 10, 2009 FOCUS to WebFOCUS - A Paradigm Shift 17

Project Planning

18FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

ToolsetSelection

Data Warehous

e

ETL/Batch

System

Reports/Standard

s

Rollout

Toolset UltraEdit BeyondCompare Command Line Interface Batch facility WrapApp by SRL

19FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

UltraEdit Programmer’s Macro Editor Syntax highlighting Myriad of tools Multiple Files Find/Change across files

20FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

UltraEdit

Wednesday, June 10, 2009 FOCUS to WebFOCUS - A Paradigm Shift 21

BeyondCompare Regression Testing

– Reports– FOCUS databases

Side-by-side comparison Flexible Filters

22FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

BeyondCompare

23FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Command Line Interface Edastart –t Interactive Test environment Quick queries Developer Familiarity

24FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Batch Facility T3i Type Files ETL Engine Batch Reports Use existing scripts

25FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

WrapApp by SRL Fast development Standard Look-and-Feel Reusable Object Based

Development

26FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Initial Setup Server WebFocus Menu System Test Reports

27FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Data Warehouse Develop Dump/Load Routines

– 40 New Scripts Convert Snapshots Data Integrity Reports - 140

Reports Sample Suite of Reports

28FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

ETL/Batch System Convert Batch System Convert 60 ETL Scripts Parallel ETL Runs Compare Data Warehouse Data Integrity Reports

29FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Reports Convert using new standards Prioritize Based on Usage 250 Reports Testing

– Visual Inspection– Summary Tie Outs– Side-by-Side Output Compare

30FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

New Standards Report Styles

– Heading & Footings– Style Sheets – PDF, Excel

CRT Forms HTML Forms Non Persistent Variables

– Variables are Parameters– Eliminate Reliance on Global Variables

OpenVMS Win2K OS Commands31FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

Rollout Education

– Developers– Develop Coursework– One-on-One Training

Staged Deployment– Department by Department

32FOCUS to WebFOCUS - A Paradigm ShiftWednesday, June 10, 2009

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