EGL Conference 2011 - Application Migration

EGL Conference 2011 April 5/6 Wiesbaden, Germany

Application Modernization via Migration

Todd Britton, IBM RationalElvin Hoyer, XactKarlheinz Peter, PKSDanny Backx, KBCEric Simone, ClearBlade

EGL Conference 2011

Agenda

Topic Type Minutes Speaker

Application Transformation via Migration Overview 15 Todd Britton

Ideal/Datacom migration to EGL/DB2 (and EGL RUI) Case Study 20 Elvin Hoyer & Slavik Zorin

Modernization of COBOL and RPG Case Study 20 Karlheinz Peter

Cool:Gen migration to EGL Case Study 20 Danny Backx

VG Text UI migration to EGL Rich UI Case Study 20 Eric Simone


Application Transformation Overview

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Legacy Application Concerns Applications not aligned with

strategic corporate directions

Applications not aligned with strategic corporate directions

4

Application technologies are unsupported OR don’t allow applications to evolve

Application technologies are unsupported OR don’t allow applications to evolve

High license fees from proprietary language / database vendors not in synch with value

High license fees from proprietary language / database vendors not in synch with value

Lice

nse F

ees

Value

Inhibits strategic investments

Applications

CICS

CICS

IMSIMSWAS

WAS

DB2DB2

Applications ApplicationS

Business Rule Discovery and Management

ILOGILOG Web 2.0 and

Mobile

IBM i

MainframeDistributed

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Application Modernization Options

Auto

mate

d M

igra

tion

Pack

aged

appl

icat

ion

Re-Write

Elapsed Time & Risk

Fu

ncti

on

ality

& S

tab

ilit

y

50%

75%

100%

25%

5

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Rational’s Application Transformation SolutionsMigrate from older languages and expensive tools to modern development platforms, languages, databases and tools

6

Operating costs were reduced 55 percent by migrating from the VAGen legacy application to Java. “The migration to EGL combines the best of both worlds: The

stability of IBM System z and the flexibility of Java.” Massive cost savings are also included!

— Frank Landewee, project manager, Atos Origin GmbH, Essen

SAG Natural/Adabas

CA Ideal/Datacom

CA Cool:Gen

RPG

COBOL

Green screen text UI’s (3270 or 5250)

VA Generator GUI’s

Rational Migration Extension for Rich UI

Rational Migration Extension for IBM i

Rational Migration Extension for Natural Rational Migration Extension for CA

Conversion Tooling

EGL

Testing, Remediation, Deployment

System z – CICSSystem z – Linux1

System z – BatchSystem z – WAS2

System z – VSEIBM i - WASIBM i - Native

AIXHP - UXSolarisLinux

Windows

1 Eligible to run on IFL2 Eligible to run on zIIP and zAAP

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Technical Value of Migration

Leverages proven applications Includes years of business and application evolution No need to reconstitute lost application knowledge Matches existing business processes

High level of maintainability Mapping to EGL is highly optimal for this

Platform and runtime flexibility Leverage specialty processors on System z Target strategic platforms without change

Old UI’s can be migrated to Web 2.0 100% automation for standard migration No refactoring required

7

+ New business initiatives + New business initiatives

+ User requirements + User requirements

+ Bug fixes + Bug fixes

+ Regulatory changes + Regulatory changes

+ Mergers, acquisition + Mergers, acquisition

+ Response to competition + Response to competition

+ More Bug Fixes + More Bug Fixes

Original Application Original Application

= World class stability and alignment with business needs

= World class stability and alignment with business needs

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Business Value of Migration

Position proven applications to react to business needs for next decade

Increase I/T flexibility

Eliminate high license and maintenance fees

Low risk Main effort is testing, not creating No “scope creep” in base migration

Low cost 5 to 10 times cheaper than rewriting Customization of packaged apps is costly

Quick ROI Highly automated – 95% to 100% Most projects < 18 months

8

U.S. Energy Company (recently started migration project to EGL)U.S. Energy Company (recently started migration project to EGL)

Shipping company in US projected ROI after

migration from Natural/ADABAS of $5M after 3 years and $14M

after 5 years

Shipping company in US projected ROI after

migration from Natural/ADABAS of $5M after 3 years and $14M

after 5 yearsSI in Europe chose

migration to EGL and deployment to specialty processors and realized 55% decrease in MIPS

costs (annual savings of over $1.5M

SI in Europe chose migration to EGL and

deployment to specialty processors and realized 55% decrease in MIPS

costs (annual savings of over $1.5M

Real estate company in AP chose migration to EGL

and EGL RUI after a $50M rewrite project failed

Real estate company in AP chose migration to EGL

and EGL RUI after a $50M rewrite project failed

Total I/T costs I/T ExpensesBusiness As Usual (2011 - 2015) $ 27,075,000 With migration to EGL & upgrade of mainframe (2011 - 2015) $ 22,236,821

Savings over 5 years $ 4,838,179 Savings as a percentage of Business As Usual costs 18%

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Recent Migration Projects Started

Credit Insurance company in South Africa 4M LOC Natural/ADABAS

Cost pressure from SAG forced the move using RMEn and RMErui from Natural/ADABAS to EGL/DB2

Started in January, expect to conclude project in 1Q 2012

Customer testing first deliverable now

Energy Utility company in U.S. Migration using RMEn & RMErui from Natural/ADABAS to EGL/DB2 driving savings (18% of I/T costs over next 5 years)

Project starting in April

Duration of 12 months

Copyright Management company in Europe Sophisticated Client/Server GUI screens being migrated to EGL Rich UI by RMErui

Driven by need to drive new business opportunities and to be in a supported environment

Web deployment will save costs and simplify operations


Pension Fund company in Europe Client/Server VA Generator GUI being migrated to EGL Rich UI by RMErui


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Agenda








Case Study:Ideal/Datacom migration to EGL/DB2 (& EGL RUI)

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Modernization of Real Estate Application

Source Platform Language – CA-Ideal and COBOL

Database – CA-Datacom

UI – 3270 Panels

Runtime – z/OS

Application Stats CA-Idea Programs count – 6400+

CA-Idea Panels count – 4500+

CA-Idea Dataviews count – 800+

CA-Idea Reports – 100+

COBOL Programs – 150+

Platform Transformation

CA-Ideal to EGL

COBOL to EGL

CA-Datacom to DB/2

3270 to Rich UI / Web 2.0

Target ArchitectureRuntime – z/OS and AIXSingle tier to 3-tier architecture

Additional Requirements

Code page conversionEmperor era to Gregorian date Conversion Flat files to RDMSEnhanced Web 2.0 Widgets

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Global Project – Teams in 3 Continents Xact – RMEca (Europe)

Ideal to EGL

COBOL to EGL

Datacom to DB2

Synchrony – RMErui (North America) EGL TUI Programs to UI Programs

EGL TUI Forms to EGL Rich UI

Global SI (Asia) Project Management

Custom Development

Integration and Testing

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Modernization Methodology Employed Modernization Analysis

Automated, ruled-based transformation from Ideal to EGL Programs

Data

User Interface

Conversion Support Libraries

Interface to custom development Application initialization

Session management & security

Reporting & Printing subsystem

Re-migration of latest versions of the application

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Language Transformation Ideal program EGL program

Ideal procedure EGL function

Ideal dataview EGL SQL record

Ideal Working area EGL Basic record

Ideal Parameter area EGL Basic record

Ideal Panel EGL Form

Ideal builtin functions Equivalant EGL Library Functions or Xact build reusable EGL functions

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Language Transformation Challenges Emperor era to Gregorian Date

Example: change 2 digit year into 2 digit Heisei date

IF WW-YY > 88 SUBTRACT 88 FROM WW-YY ELSE ADD 12 TO WW-YY ENDIF

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1 A X 30 2 B X 11 2 C N Z 4 2 D X 15

Unicode Substructures

Substring

Language Transformation Challenges

10 A Unicode (30); 20 B Unicode (11); 20 C Num (4); 20 Fill Char (4); 20 D Unicode (15);

EBCDIC

CP-932

EGL Unicode

A B C D

A SO SI B C D あ x1 x2 x3 x4 x5 x6 x7 x8

x1 x2 x3 x4 x5 x6 x7 x8 x9 x10

A B C Dあ

x1 x2 x3 x4 x5 x6 あ

SUBSTR("A あ BCD“), Start=1, length=5

A あ BCD

A あ BC

A あ

Result

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Data Transformation Dataview

Define Primary Key

Redefines

Additional tables

Include all redefinitions in the table

Occurs

Additional tables

Primary key + Index

Types

Examine data to determine types

Validate content of all data – including code-page

Data validation run by Customer at Customer site using Xact tool

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Modernization Strategy – Retain Program Logic Integrity

EGL RUI Application

Ideal 3270

ProgramIdeal Panel

converse

EGL/RUI

response

UI Record

request

transmit

EGL UIProgram

UI Record

Host Tier

EGL ProgramInterface

EGL/RUIInterfac

e

RUI Gateway

JEE Middle Tier Client Tier

C

O

N

V

E

R

S

I

O

N

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Before and After – Sample Widget Transformation

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Before and After – Complex Layout & Widgets

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Integration Automated testing support with Rational Function Tester

Script generation

Widget tagging

Navigation meta-data

TAM (Tivoli Access Manager) integration Authentication

Authorization

Timeout

3rd-party reporting and printing subsystem

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RTC Integration – Multiple Teams in Multiple Continents

Project Integration Stream

Conversion T Stream

Custom Dev T Stream

Test T Stream

Conversion TeamStream Manager

Custom Dev TeamStream Manager

Test TeamStream Manager

Test Teammember

Custom Dev Teammember

Conversion Teammember

Communicate about the delivering conditions

EGL Conference 2011

Agenda








Case Study:Modernization of COBOL and RPG

EGL Conference 2011

System z Cobol Modernization – ATOS Retail Application

Situation Retail Application

System z with IMS, DB2, IMS, DB, VSAM

Languages Cobol + VAGEN

Batch + Online (3000 users)

Requirements Reduce Operating expenses by more than 30%

Modern Web UI and development environment

Low risk and ROI < 12 months

EGL Conference 2011


Evaluation Stay on the mainframe or downsizing?

What’s the right language – Cobol, Java or EGL?

Compare different solutions with pilots!

Solution Decision for EGL + Application Transformation

Stay on mainframe but move workload to cheaper Specialty Engines

Highly maintainable “Business Java” Code in EGL

Automated Transformation Engines for Cobol and VAGEN available

Very smooth step by step migration

8 months project including preparations + staff training

EGL Conference 2011


Result Application stays on System z

Application runs with Java and Websphere

99% of the code migrated automatically

Savings 55% - ROI 11 months

zAAPNALC

CPU usage

GPzIIP

46%

31%

16%7%

Cost comparison

100%

47%

beforeafter

EGL Conference 2011

System i RPG Modernization – Tigges GmbH ERP

Situation ERP Application

System i with ILE RPG + 5250 Screens

In house development

2 mio. Loc. RPG + 450 screens

Requirements Modern business process oriented development

Modern and fast GUI based User Interface

Reuse existing application logic

Preserve System I

Small transformation steps that can be handled by the RPG team

EGL Conference 2011

Evaluation Buy a packaged application?

Use Screen Scraping?

Use EGL and do a step by step transformation?

Solution Create a GUI for the RPG programs with PKS WebAPI

Educate RPG developers in EGL and write new functionality in EGL in a Business Process friendly architecture (SOA)

Integrate the new EGL functionality with the RPG application via WebAPI

Migrate RPG programs step by step into EGL and integrate them into the future Business Processes


EGL Conference 2011

Result Modern business process oriented development with existing RPG team

Modern and fast GUI based User Interface with nice enhancements

Step by Step reuse of existing application logic for future Business Processes now possible

Preserve System I and make it much more attractive


What the Customer Says:

“We are very satisfied! The path to EGL migration has been paved and with the solution from PKS, the transition will be carried out smoothly and right on target.”

Mr. Ralf Klemm Dept. of IT Organization at TIGGES

EGL Conference 2011

Agenda








Case Study:Cool:Gen migration to EGL

EGL Conference 2011

KBC is an integrated bancassurance group, catering mainly for retail customers, small and medium-sized enterprises and private banking clientele.

It occupies leading positions on its home markets of Belgium and Central and Eastern Europe, where it specialises in retail bancassurance and asset management activities.

Elsewhere around the globe, the group has established a presence in selected countries and regions.

34 *

EGL Conference 2011

Agenda Intro

KBC & Osiris history, numbers (how big is Osiris)

Why do we do this, why do we do it this way

Iterative approach, macro planning, other projects

Differences

COOL:Gen vs EGL, Cobol vs Java, DB2 vs Oracle

Maintainability/readability, performance

What I won’t tell you …

How we use EGL on 3 platforms to reduce tools and complexity, and increase reuse

see Johan Geybels’s talk at the Zurich 2008 conference …

VA/G to EGL migration of 250 developers, 18000 objects,

6 waves over 1½ years, 3 platforms

35 *

EGL Conference 2011

What are we doing & why … bought Osiris source code ~1995

At the time, the company had selected IEF / Composer / COOL:Gen as strategic development environment

Merger between banks & insurance company in 1998 became KBC

Osiris ended up as the only COOL:Gen application left, and the only major application on an aging platform. Version of COOL:Gen frozen (2002).

KBC evolves from a mostly Belgian company to one with significant presence in 5 Central European countries

In 2006 .. 2008, an effort to redesign the securities domain was started but abandoned. Decision to go for evolution rather than ..

Beginning of 2009 : selection of partner for automatic conversion, and start of a programme to develop a mainframe-like platform for use in the new Data Center

TC Osiris reoriented : deliver on new platform instead of mainframe, to enforce maturity in the new platform …

36

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EGL Conference 2011

… & how Osiris sources contain full 3270-based user interface

Before cleanup, ~1500 online screens

Decision not to rewrite this to create a 3-tier web based application

Stick to EGL “Text UI” model

Is what we had intended to use on MVS/IMS/DB2

Is also what we can use on HP-UX/Oracle if we replace the current PCOMM 3270 emulator by a VT220 emulator

For Xact, the platform change is almost transparent

Don’t generate IMS sources (e.g. PSBs)

Take some limits into account (EGL generates code that hits 64K Java limits)

DB2 vs. Oracle statement syntax

Numbers : ~1000 onlines, 300 batches 3500 sources

37

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EGL Conference 2011

What is Osiris ?

38

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•3270 application, internal use

•Links with other applications via exchange of files and asynchronous messages

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Migration approach - cooperation Xact already had “starter pack” (migration engine from COOL:Gen to EGL) based

on previous work. Additional effort needed to

Correctly translate the COOL:Gen statements used by KBC

Produce EGL that complies sufficiently to KBC standards

Reach maturity (performance, readability, ..)

Iterative approach : 4 .. 8 week cycles

Receive converted code, implement & test, send back defect descriptions

Work by Xact on conversion engine steered by KBC priorities SCRUM

Conversion based on extractions

Extraction based on queries on COOL:Gen, and CE Access output

Time consuming and error prone : only do a small number of extractions… driven by necessity (source changes by other projects)

Weekly conference calls with Xact keep us on track towards a win-win

39

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EGL Conference 2011

Migration approach - phasing Start with a well chosen small percentage of Osiris source, use this for a long time

Only increase % of converted code after a while

Divide the timeline in chunks : choose which battle to fight when

Keep source code for Xact frozen initially

Focus on converting code right, and getting more of the source code converted

Then start following Osiris source code changes

Allow testing

Avoid confusing testers (functionality shouldn’t differ much from production)

Make sure we can convert the new code

Professionalize everything

40

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Migration approach – debugging & testing To me, these are two different activities

Overcoming all technical hurdles (see next slides)

This project changes *everything* so must address all this in debugging

Similar projects in other companies may be less ambitious

Overcoming technical issues ICT testing (= debugging)

Currently a sizeable team to be ready for batch issues, hope to cut down quickly

Not possible to do detailed ICT test of every batch program

Functional testing : by our business

Not entirely dependent of the amount of technical change

Significant test preparation effort was done to get ready for several projects in this period

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Timing

5/2012 : production migration

1/2012 : acceptance migration

10/2011 : Other project #2 with impact on Osiris sources

1Q2011 : Test Osiris on “stable test” platform

5/2011 : Other project #1 with impact on Osiris sources

2

0

1

0

2

0

1

1

2

0

1

2

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Core : migrate COOL:Gen to EGL

Xact

automated

source

to source

Conversion

(RMEca)

Rewrite batch scripts

in perl

Rewrite non-

COOL:Gen in EGL

no queries on

operational database

handle dependencies but avoid

redesign

provide testable

code very early

Referential Integrity in

Oracle instead of COOL:Gen

What’s a Unix

anyway ?

Periodically get a new surprise

challenge

EGL Conference 2011

Agenda








Case Study:VisualAge Generator Text UI migration to EGL RUI

EGL Conference 2011

Visiting Nurse Service of New York: Phase 1► 4 VAGen 3270 systems converted to EGL Text UI

Physician Referral Order Processing Service Charge Processing Plan of Care

► 264 large VAGen programs

► DB2 & VSAM data access

► COBOL & Assembler interaction

► 3.56M lines of code

► 1,658 Screens

► 3 calendar months total effort Analysis & Planning Code Conversion Development & Runtime Setup Regression Testing Training & Mentoring Cutover

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► Physicial Referral EGL TUI > EGL RUI (Pilot)

► RMErui conversion w/ Synchrony

► 12 screens converted

► ClearBlade Katana Framework used

► VNS style sheets incorporated

► Portal like look & feel established

► Mash-up functionality added Google maps Address validation Current weather

► Phase 3 planned for Q2 Larger conversion Salesforce.com integration Healthways integration

Visiting Nurse Service of New York: Phase 2

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Quit talking and show me something

EGL Conference 2011

Green Screen to Web 2.0/SOA – Conversion (Not Screen Scraping)

A screen is a visual record

Convert screen to record

Convert screen to Web 2.0 page

One-time conversion

Result is static code

RECORD

Upgrade to

Web 2.0

1-time

static

conversion

EGL Conference 2011

Green Screen to Web 2.0/SOA - Runtime

A screen is a visual record

Screen data is passed as a record

App server runs IBM Gateway

Gateway passes record as a Service

Browser runs HTML/Javascript

SOA architecture to legacy program

Program

converse

Program

converseIBM

Gateway

JEE Middle Tier

(WAS)

request

response

SOA

RECORD


Thank You

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EGL Conference 2011 - Application Migration

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