Managed File Transfer (MFT) Customer Case Studies Session One. Malcolm Trigg Geoffery Pfander

Transcription

1 Managed File Transfer (MFT) Customer Case Studies Session One Malcolm Trigg Geoffery Pfander

2 Meet The Presenters Malcolm Trigg Principal Sales Engineer UK 16 years at Attachmate working as a pre-sales engineer based out of the UK office Geoffery Pfander Senior Corporate Systems Engineer Twenty Two years at Attachmate with a background in Customer Support, Technical Support and Test Engineering 2

3 Agenda Brief Overview of FileXpress Solutions US Banking Industry Customer - Business to Business and Business to User transfers European insurance (Hastings Direct) - Managing multiple and diverse Business to Business transfers 3

4 FileXpress Components Internet Server Automates exchange of files with business partner Platform Server Automates exchange of files between server or applications Business Partner Internet z/os Windows Business Partner UNIX Slingshot Designed to allow end users to easily exchange files with other end users Command Center Centralized management interface - based on SOA architecture 4

5 FileXpress Internet Internet Server DMZ Corporate Network Business Partner or Client Internet Streams data through the DMZ Internet Server Integrates partner clients/servers & corporate servers Provides multi-protocol support and conversion Runs in Tomcat platform independent Corporate Servers Platform Server 5

6 FileXpress Platform Server Only one Protocol CFI Security- FIPS Native Code minimal footprint Automatic Retries & Checkpoint Restart Includes both Initiator (client) and Responder (server) Directory Named Initiation (DNI) Monitored Folders OpenVMS Platform Server Agent (Java) IBM Mainframe Microsoft Windows Linux 6

7 FileXpress Command Center Command Center HTTPS DMZ FileXpress Platform Servers IBM Mainframe FTP Internet FTPS Business Partner or Client SFTP AS2 FileXpress Internet Server UNIX Linux Management: Internet Transfers, Platform Servers, DNI) Microsoft Windows LDAP integration Centralized Alerts, Auditing and Reporting Web Services API 7

8 US Banking Industry Customer Business to Business (B2B) Business to User (B2U)

9 Challenges Mission critical financial reports generated on legacy OpenVMS systems Bank needs to offload the logic to Linux servers OpenVMS administrators are expensive: set def SYS$SYSROOT:[SYSMGR.FX.PSA71.PSA] Files must be correctly routed to business partners Some files need to be made available to investors to download, with notification sent 10

10 Business to Business Investors Internet Server OpenVMS SFTP Platform Server Agent Platform Server Command Center Internet Server FTPs 11

11 Business to User Investors Internet Server OpenVMS Platform Server Agent Platform Server Command Center Internet Server 12

12 Business to User Investors Internet Server OpenVMS Platform Server Agent Platform Server Command Center Internet Server 13

13 Business to User Investors Internet Server OpenVMS Platform Server Agent Platform Server Command Center Internet Server 14

14 Discussion Points When is DNI (monitoring folders) the right solution? How many processes do you want to manage? Do you know when files arrive? 15

15 Demonstration

16 Issues That We Had to Resolve Issue How to route files? Java, DNI, shell script How to send to investors? Resolution Shell script with a regex was all that we needed Use Command Center s command line client 17

17 UK Insurance Company Business to Business (B2B)

18 UK Insurance Company Launched 1997 Insure - Vehicle, van, motor bike and pet insurance 1,200 employees Over a million customers 19

19 Challenges Need to transfer files between Aggregators such as confused.com and compare the market Driver Vehicle Licensing Agency (DVLA) Brokers Underwriters Other 3 rd party Each department has a different approach Difficult to manage Need to outsource printing Need to transfer correspondence to external provider 20

20 Print Provider Site A Platform Server Platform Server Command Center Platform Server Site B Platform Server Any Server Internet Server Platform Server Any Client DMZ 21

21 Discussion Points One off transfers User completes an internal form and s to helpdesk Helpdesk creates a transfer request MFT team creates the transfer definition and network share Need to automate process Helpdesk user creates helpdesk ticket User\share created using ticket number as identifier Clean up FileXpress when all files are transferred Use of SOAP interface 22

22 Hastings Direct Project Requirements: Need file transfer to be provisioned by help desk user UserId on FileXpress identified by helpdesk ticket number Need to ensure system clears down after completion of transfer Solution: Web service calls into Command Center to Create User Create Transfer definition Platform server location of network share An alert to tidy up 23

23 Application Delete User Delete Transfer Delete Directories Helpdesk SOAP SOAP Any Server Internet Server Platform Server Command Center Create User Create Transfer Create Directories recipient Any Client DMZ 24

24 Transferring Files with SOAP A number of SOAP calls are made to the Command Center Create a new user from a template user With force user to change password Date limited user active for 7 days Create a new transfer definition Other functionality Create directory structure based on help desk ticket number Send notification out to recipient Forced to change password on next login Limitations Download by external customer / partner only 25

25 Demonstration

26 Issues That We Had to Resolve Issue Alert runs on Internet Server in DMZ Resolution Created a web service to call the Command Center How to recognize when all transfers were completed successfully Use of alerts to monitor certain transfers 27

27 Questions? 28

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29 This document could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein. These changes may be incorporated in new editions of this document. Attachmate Corporation may make improvements in or changes to the software described in this document at any time. Copyright Attachmate, the Attachmate mark, Databridge, EXTRA!, EXTRA! X-treme, FileXpress, FileShot, Luminet, Reflection, and Verastream are trademarks or registered trademarks of Attachmate Corporation or its subsidiaries in the United States. Some Reflection products include software developed by the OpenSSL Project for use in the OpenSSL Toolkit ( InfoConnect is a registered trademark of Unisys Corporation. All other trademarks, trade names, or company names referenced herein are used for identification only and are the property of their respective owners.