B2B GATEWAY: MANAGED FILE TRANSFERS AT UT (VIA

STONEBRANCH™ ) ITS SERVICE OFFERING FOR THE UT ADMINISTRATIVE IT COMMUNITY

WHAT IS FILE TRANSFER JOB SCHEDULING?

Think of automating an Airport Baggage Claim System….Complex, repetitive, or ordered tasks that can gain efficiencies with automation

• Online banking• Executing online bill payments or delivering credit card transactions for

processing

• Financial Data Management • Automatic financial transaction transfer into sales or accounting software

UT TECH ARCH BACKGROUND

• Mainframe retiring & all applications need to find or develop a technology replacement (200+ applications)

• “Task Manager” application retired • Replaced by Enterprise Orchestration Service (Stonebranch™)

PROBLEMS TO SOLVEFile Transfer functionality often coupled with Job Processing

• Consumers are relying on old technology; “Transfer” Service for unmanaged, (fault tolerant) file transfer workflows

• Consumers need managed, (fault intolerant), internal & external file transfers

• Opportunity to modernize with B2B Gateway

UT TECH ARCH MODERNIZATION

ASSUMPTIONS

• Consumers will reduce use of old technology once new technology is available

• Consumers want B2B Gateway for External (3rd party cloud) file transfers (i.e. Workday, Box, etc.)

ASSUMPTION

REALITY• Consumers have not reduced use of old technology, uses new service

pieces

• Consumers will need External (Cloud) B2B file transfer for 3rd parties later

• Consumers want Internal (on premise) managed file transfer abilities

WHAT CONSUMERS WANT

B2B GATEWAY TO REPLACE TRANSFER SERVICEReplace Transfer with B2B Gateway• B2B Gateway

• Managed (fault tolerant) file transfers • Phase 1: Internal jobs , replace Transfer• Phase 2: External jobs, integration with 3rd parties

Benefits• Supports current (internal) and future (external) file transfer needs• Streamlines IT Services; Remove legacy/outdated systems with duplicate

functionality • Saves “Transfer” Service operating costs• Provides improved functionality

B2B GATEWAY ARCHITECTURE PROPOSAL

TRANSFER• SFTP Server • No Agent Intelligence • Unmanaged (fault

intolerant) File Transfers • Internal (on premise) • CLI

B2B GATEWAY

• Reliable and compliant movement of files

• Protocol Requirements• Agent intelligence• Managed (fault tolerant) File

Transfers• Internal (on premise)• External • GUI

B2B GATEWAY - WORKFLOWSample File transfer Workflow

MARKETUT Administrative IT Community

• 400+ total potential users / 40+ CSU’s

Federated environment that is non-standard in the industry• Enterprise scaling with individual business unit adoption

Competition – New Technology• Enterprise Service Bus (ESB) – 7 Applications

Existing Technology • Transfer – 15 CSU’s

PERSONASWilliam - Sr. Software Developer, Consumer

Goals:   - He’s tasked with modernizing their processes while needing to “keep the lights on” and operate processes the existing way (which he prefers).  - He has been in the department for so long he knows all the processes inside out, but with existing IT tools. He will need to help his new manager and energetic team capture their business processes and move them off the mainframe.        This task is a challenge for William, he’s looking for software to make this task easier.

Characteristics:•54 years old, Baby boomer •Has been at UT 30 + years•Familiar with mainframe, likes and uses Natural and Adabase UT languages•Influencer to IT administrative and developer community•William began working at the University after attending college at UT and began in the software developer program. He has remained and is looking forward to his near retirement to spend time with his grandchildren. •Generally a late adopter•Familiar with development silo’s, not with DevOps•He prefers CLI to a GUI

PERSONASKaren - Sr. Software Developer / Analyst Consumer

Goals: - Karen is working on Critical path ASMP Workday integration projects to automate ETL processes for the Institutional Data Store.  - She is working on finding new solutions to automate their mainframe ETL processes outside of the mainframe, and integrating with other ASMP provided services. - She is a reliable, hard worker but isn’t available during standard office hours - and isn’t happy when her job fails and is called at 3am to restart a job. She wants a reliable job scheduler/file transfer tool.

Characteristics: • 34 years old• Has been at the university 5+ years • Karen worked in fast-paced Tech Industry after college in various coding roles• Karen joined the university for the work-life balance and flexibility to start a family• High affinity for problem solving• Early adopter of new solutions and technology • Moderate understanding of UT mainframe based processes• Familiar and utilizes ITS central services (PyPE and Transfer) • Multi-tasker, voices problems and concerns but also solutions

SUCCESS METRICSNew Consumers• 1 CSU every six months

Existing Enterprise Orchestration Consumers• Increase average task instances in production by 10%.

Service Usage • # of Jobs executed• Task instances over time

Reliability • Failure Rate (defined as failure without automatic restart) will be less than

20% with B2B Gateway.• Service uptime

FEATURESRank Feature Theme

1 Managed Internal (Fault Tolerant) File Transfers Enable better user experiences with Managed Fault Tolerant File Transfers

2 Familiar Protocol integration support (FTP, FTPS, HTTPS) Enable better user experiences with Managed Fault Tolerant File Transfers

3 API Based Job Scheduling Improve IT Service, Delivery or features by incorporating user feedback and enhancement requests.

4 Consumer Automation and processes mapping consultation Improve IT Service, Delivery or features by incorporating user feedback and enhancement requests.

5 Managed External (Fault Tolerant) File Transfers. (1 Trading Partner available every six months up to 5 partners)

Enable better user experiences with managed external 3rd party cloud File Transfer Integrations

6 Advanced Protocols: (AFTP, Web API Protocols) Enable better user experiences with managed external 3rd party cloud File Transfer Integrations

7 Consolidated control for 3rd party management Enable better user experiences with managed external 3rd party cloud File Transfer Integrations

8 Pre-configured Templates Enable better user experiences with Managed Fault Tolerant File Transfers

9 Customized Templates Enable better user experiences with Managed Fault Tolerant File Transfers

PRODUCT ROADMAP

PHASED DEVELOPMENT: PHASE 1

PHASED DEVELOPMENT: PHASE 2

B2B GATEWAY FULLY IMPLEMENTED