1 2013 pro-tech ® users group assa abloy is the global leader in door opening solutions, dedicated...

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2013 PRO-TECH® Users’ Group

ASSA ABLOY is the global leader in door opening solutions, dedicated to satisfying end-user needs for security, safety and convenience

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2013 PRO-TECH Users’ Group (day 1)

Welcome

Introductions

Agenda– 12:45- 1:45 Round table / training

– 1:45 – 2:00 Break

– 2:00 – 3:00 Change Management demonstration

– 3:00 – 4:00 Change Management discussion

– 4:00 – 5:00 Firebird / Backup databases

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2013 PRO-TECH Users’ Group (day 1)

Round table / training

Break

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2013 PRO-TECH Users’ Group

PRO-TECH Change

New Faces

PRO-TECH Improvement

PRO-TECH Expansion

PRO-TECHFuture

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2013 PRO-TECH Users’ Group

PRO-TECH Change!– No longer a Door Group entity.....

– Strategic part of Assa Abloy Americas

– Why?

PRO-TECH Change

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2013 PRO-TECH Users’ Group

New Faces!– Abbott Brush – Software Architect

– Peter Limosani – Software Developer

– Beau St Louis – Software Test Engineer

– Jodi Dahl – Software Support Technician

New Faces

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2013 PRO-TECH Users’ Group

PRO-TECH Improvment– DB Upgrade (V7.8)

– Change Management (V8.0)

– V8.1 and beyond.....

PRO-TECH Improvement

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2013 PRO-TECH Users’ Group

PRO-TECH Expansion– 12 new customer in last 5 months

PRO-TECH Expansion

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2013 PRO-TECH Users’ Group

PRO-TECH Future– BIM (Building Information Modeling)

– UI Upgrade

– Integration...... Seamless Flow!

PRO-TECHFuture

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Change Management Functions

Track Changes to the Original Project via Revisions (Working Projects).

Track changes to key items (those that affect costs):– Cost, Preps, Modifiers, Print Codes, Order Codes

– Track changes in Estimating Detailed Materials

– Track changes in Scheduling Detailed Materials

– Track changes in Estimating Detailed Hardware

– Track changes in Scheduling Detailed Hardware

– Track changes in Edit Project Hardware

– Track changes in Bulk Materials (no Revision Hints)

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Change Management Features

Manage a Set of Revisions to a Project.

Original and Working Projects

Create, Approve, Cancel, or Delete a Revision to a Project.

Revision History via Highlighted fields and Pop-up Revision Hints.

Modifications to the User Interface: Visual indication when a Project is under Revision.

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Change Management Reports

Material Delta Cost Report: Shows the changes to Door and Frame costs for the project based on the Revision.

Hardware Delta Cost Report: Shows the changes to Hardware cost for the project based on the Revision.

Revision Report: Details all changes (additions, deletions, and modifications) to an opening made under the specified revision.

Approved Revision Summary Report: Presents the Delta cost and positive Delta costs of each approved revision from the original project.

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Change Management

Demo – Tim Armstrong

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Change Management Futures

Apply Approved Revisions to Open Working Projects

Add Revision Hints to Bulk Material Screen

Track Changes in Project Hardware Management and Project Material Management

Track Changes to non-pricing data

Cost Summary with Deltas for each revision

Multiple Revision Delta Reports

Separate Database for Working Projects

Archive Project Revisions

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2013 PRO-TECH Users’ Group (day 1)

Firebird Database Engine– PRO-TECH v78 update changed from FB v1.5 to FB v2.5– Primary objective of v2.5 was to take advantage of

Symmetric MultiProcessing (SMP)– Firebird v2.5.3 due out Q2 2013

– Three configurations available– Superserver (default)– Classic– Super Classic

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2013 PRO-TECH Users’ Group (day 1)

Superserver– Shared cache

– Efficient use of server resources

– Single process– Scalability issue

– Server issue affects all

– Example: two users working on hardware

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2013 PRO-TECH Users’ Group (day 1)

Classic Server– Dedicated cache for each

connection

– Less efficient use of resources

– Requires more system RAM

– Separate processes

– Scalable

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2013 PRO-TECH Users’ Group (day 1)

Super Classic (starting w/FB2.5)– Single process, multithreaded

– Dedicated cache for each connection

– More efficient than Classic

– Creating threads cheaper than processes

– Scalable

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2013 PRO-TECH Users’ Group (day 1)

Firebird Database Engine– Conclusions:

– http://www.firebirdsql.org/manual/qsg25-appx-architectures.html

– None out shines the other two on all fronts.– Classic Server or Super Classic if system performance is

impacted with many users or specific task affects other users.

– Super Classic is better for 64 bit systems

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2013 PRO-TECH Users’ Group (day 1)

Database Backup– Backup *.fdb files daily– Three methods– Operating system (o/s)– Firebird nbackup utility– Firebird gbak utility

– Operating system– Tape, usb, external hard drive, MozyPro, etc.– Database corruption can occur if user is in PRO-TECH and

o/s backup occurs

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2013 PRO-TECH Users’ Group (day 1)

Database Backup

– Firebird nbackup utility– Main database file is locked – .delta file created– All transactions saved in .delta file

– Main database file can be copied via o/s– Main database file is unlocked– .delta file transactions applied to main db file– .delta file deleted

– Incremental backups available– Can be done while using PRO-TECH

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2013 PRO-TECH Users’ Group (day 1)

Database Backup– Firebird utility (gbak)– Can be used to ”defragment” a database.– Backup

– Saves database structure– Saves flat data

– Restore– Builds database structure– Inserts records– Balances indices

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2013 PRO-TECH Users’ Group (day 1)

Database Backup– Options– Operating system

– Schedule stop/start of Firebird service before/after backup software

– Stop/start of Firebird service – Ends any open transaction– Frees memory– No one can access PRO-TECH while service is

stopped– If needed, restore time is determined by media– Database compression possible before backup

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2013 PRO-TECH Users’ Group (day 1)

Database Backup

– Options– Operating system with Firebird nbackup– Can be used in conjunction with o/s backup– Can be done while database is in use– Does not ”defrag” database

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2013 PRO-TECH Users’ Group (day 1)

Database Backup– Options– Firebird backup - gbak– Can be used to create database backup file– Can be done while database is in use– If needed, restore may take several hours– Backup file needs to be restored to test validity

– Firebird restore -gbak– At least once every two months to ”defrag”

Balance of Backup time / File size / Restore Time

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2013 PRO-TECH Users’ Group (day 1)

Database Backup

– Utility– Backup_routine_svc.bat– Interactive or scheduled– Interactive will not delete any file; scheduled will– Options to:– Validate, Mend, Backup, and Restore (1,4)– Backup and Restore only (2,6)– 7zip *.fdb files (3,7)

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2013 PRO-TECH Users’ Group (day 1)

Database Backup– Utility– Backup_routine_svc.bat– Some configuration needed

backup_routine_svc.bat - Shortcut.lnk

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2013 PRO-TECH Users’ Group (day 1)

Questions?

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2013 PRO-TECH® Users’ Group

ASSA ABLOY is the global leader in door opening solutions, dedicated to satisfying end-user needs for security, safety and convenience

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2013 PRO-TECH Users’ Group (day 2)

Welcome

Agenda– 12:00- 1:00 ASSA ABLOY Opening Studio (AAOS) / BIM

– 1:00 – 2:00 Datamover – AAOS import, project, price books

– 2:00 – 2:30 AAOS project in PRO-TECH

– 2:30 – 2:45 break

– 2:45 – 3:30 DOT ordering – Doors, Frames, Hardware– PRO-TECH website

– 3:30 - 5:00 Round table discussion

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2013 PRO-TECH Users’ Group (day 2)

ASSA ABLOY Opening Studio (AAOS) – Tom Lewis

Datamover– AAOS import

– PRO-TECH project import/export

– PRO-TECH pricebook import

– PRO-TECH project from AAOS import

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Data Mover Features

Export a PRO-TECH Project (w or w/o Revisions)

Import a PRO-TECH Project (w or w/o Revisions)

Import an AAOS Project

Export a PRO-TECH Project to AAOS

Specify Database, Projects, Files

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Data Mover

Demo – Pete Limosani

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Data Mover Futures

Direct Integration with PRO-TECH

Import Support for Old Format Project Files (PRJ, PPRJ)

Project Archive (Database to Database Move)

Price Book Import (New Format)

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2013 PRO-TECH Users’ Group (day 2)

PRO-TECH project from AAOS import – Receive file, PROTECH_xxxx.AAOS1.txt, from DSS

– Loads:– Openings– Hardware, hardware sets, hardware set notes– Door and frame information

– Review items after import– Hardware items (look for information in brackets[])– Hardware list price– Door/frame nomenclature

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2013 PRO-TECH Users’ Group (day 2)

PRO-TECH project from AAOS import – Review items after import– Hardware items -look for information in brackets[]

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2013 PRO-TECH Users’ Group (day 2)

PRO-TECH project from AAOS import – Review items after import– Hardware list price– List price = $0– List price for ”generic” item– Items from ACP pricebooks

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2013 PRO-TECH Users’ Group (day 2)

PRO-TECH project from AAOS import

– Review items after import– Door/frame nomenclature– Items imported as specified (Ceco or Curries)– Easy to switch vendor - example

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2013 PRO-TECH Users’ Group (day 2)

Questions?

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2013 PRO-TECH® Users’ Group

ASSA ABLOY is the global leader in door opening solutions, dedicated to satisfying end-user needs for security, safety and convenience

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2013 PRO-TECH Users’ Group (day 3)

Welcome

Agenda– 8:00 – 8:30 Testing

– 8:30 – 10:00 Future Path / Road map

– 10:00 – 10:15 break

– 10:15 – 11:30 Accounting integration

– 11:30 – 12:30 Lunch

– 12:30 – 1:30 Round table discussion

– 1:30 – 2:00 Miscellaneous items

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Quality Assurance

New Department at EDSS

Automated Testing Tools

Fully Scripted with Screen and Report Comparisons

Regression Testing for each Application Build

Use Case and Scenario based Testing (Requirements)

Each New Test Case is Added to the Test Library

Customer Databases & Projects for Stress Testing

All Tests Executed in Multiple Environments

Manual Testing

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Testing Life Cycle

Features added, CR fixes, Software

changes

Unit Test outcomeFai

lPass

Regression Test

Release Specific Test

Defect Test

Stress Test

Smoke Test

outcome

Fail

Software Developer

s QA (Beau)QA Tests Results are Tracked and Archived

Development Team QA Team

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Testing Methodology

Smoke Test – The Smoke Test is a quick sanity check of the build. It tests the basic features of the build such as creating Hardware Sets, creating Openings and producing the Material Cost Summary.

Regression Test – The Regression Test contains a list of features and CRs that are used to test on every build. This test is to make sure that all previous features and previous defect repairs are not “broken” due to a new feature or repair.

Release Specific Test – The Release Specific Test validates the new features added to the release. It also tests internal code changes (e.g. conversions, algorithms). Successful test cases are added to the Regression Test Library.

Defect Test – The Defect Test validates the defect repairs added to the release. Successful test cases are added to the Regression Test Library.

Stress Test – The Stress Test determines the robustness of the software by testing at and beyond the limits of normal operation.

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Test Complete – Defect Tracking

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Test Complete – Execution Profile

Green = CPU Utilization Blue = Committed RAM

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Release 8.0 – April 2013 – Focus: Change Management

Project Revision Tracking

Delta Cost Reports

Revision History and Summary Reports

Data Mover for PRO-TECH and AAOS

Updated Users Guide / Help

Multiple Row Singleton Select – Repair & Prevention

Customer Requests & Defect Repairs

Automated Testing

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Release 8.01 – Summer 2013 – Focus: Customer Requests & Stability

Enhanced Change Management Features

Enhanced Data Mover Features (Archive & Price Books)

Grid Copy/Paste with Filtering; Performance

Copy User Created Hardware from Existing Project

QuickBooks Integration (PO, SO, Estimate)

Material Ordering Worksheet

PRO-TECH News Splash Screen

Customer Requests & Defect Repairs

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Release 8.1 – Late Fall 2013 – Focus: Integration & Modernization

User Interface Enhancements

Customer Requests & Defect Repairs

Modernize Detail Grid & Edit Project Hardware

System Performance Enhancements

Streamline Material Pricebooks in Projects

contractERP Integration Enhancements

QuickBooks Integration (Customers, Vendors, Inventory)

TOAD Integration

Componentized Update System

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Enhancing the User Experience

PRO-TECH Welcome / Notification Screen

Novice and Expert Navigation

Opening Panel: Opening, Frame, Door(s), Hardware Set

Integrated Add/Create Project Hardware Panel

Workflow Navigation

Windows 7 & Windows 8 Look and Feel

Modifiable Report Formatting

Simplified Quoting

Barcodes, Tablets

Web Interface

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Workflow Based Navigation

EstimateProjectSetup Bid Schedule

AssignPO

Order Receive AssignShipment Ship Complete

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Enhancing the User Experience

Demo – Beau St Louis

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2013 PRO-TECH Users’ Group (day 3)

Accounting Integration

– contractERP®

– QuickBooks™

– Generic export

– Custom export

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2013 PRO-TECH Users’ Group (day 3)

Accounting Integration– contractERP® (cERP)– Most extensive– Allow cERP to search Hardware database for items (OTC)– Accept PO information from cERP– Update PRO-TECH information– Send DOT orders

– Link customers– Push project (PRO-TECH) to contract (cERP)– Select portion of project to send by opening (frames, doors,

hardware)

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2013 PRO-TECH Users’ Group (day 3)

Accounting Integration– contractERP® (cERP)– PRO-TECH will be able to launch cERP windows in browser

and make changes in cERP– Contract page– Material List

– PRO-TECH will be able to check status of material in cERP to determine if change order is needed.

– Push ChangeOrder (PRO-TECH) to contract (cERP)– Will be able to display Order status and Release status of

individual items within cERP– Inventory handled within cERP

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2013 PRO-TECH Users’ Group (day 3)

Accounting Integration

– QuickBooks™– Link/align Customer and vendor

records– Push Estimate/Job to QuickBooks

when Quote marked ”Won” in PRO-TECH

– Push Purchase Order to QuickBooks when PO closed in PRO-TECH

– Push Sales Order to QuickBooks when Shipment marked Closed in PRO-TECH (would rather push Invoice?)

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2013 PRO-TECH Users’ Group (day 3)

Accounting Integration

– QuickBooks™– Push Inventory from PRO-TECH Inventory project to QuickBooks– Build two hardware sets in Inventory project

– Handed items– Non-handed items

– Build Openings for needed hands and assign handed hardware set to them

– This results in handed and non-handed items for inventory.– Will be able to use these items for comparison when sending PO

to QuickBooks

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2013 PRO-TECH Users’ Group (day 3)

Accounting Integration

Generic export– Tools | Accounting Export

– Used for MAS90/200 importing

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2013 PRO-TECH Users’ Group (day 3)

Accounting Integration

Custom export– Two examples

– Pulling data from Purchase Order– Pulling data from Scheduled Hardware by Phase (example)

Lunch

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2013 PRO-TECH Users’ Group (day 3)

Round Table

iPad / Tablet access (example using Citrix Receiver)

Hardware Types

– New types needed?– PT for Power Transfer– Division 10 items

– Order within set– Existing– Installation tools

Request: Closer drop plate – item vs option

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2013 PRO-TECH Users’ Group (day 3)

Hardware Types– Existing

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2013 PRO-TECH Users’ Group (day 3)

Processing

– Is a process needed for

carton?

– Is a process needed for

pallet/skid?

– Is a process needed for

removing item from shipment?

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2013 PRO-TECH Users’ Group (day 3)

Processing

– Possible reports

– Barcoding– Item– Carton– Pallet

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2013 PRO-TECH Users’ Group (day 3)

Questions?