RemoteWare Overview – Beyond Retail Polling Don Coop Product Manager, Sybase iAnywhere [email protected] Monday August 7, 2006 1:00 – 2:30 pm Agenda Trends in Retail Delivering Success at the Frontlines of Retail Case Studies RemoteWare 4.3 Beyond 4.3 iAnywhere ALWAYS AVAILABLE ARCHITECTURE HETEROGENEOUS ENVIRONMENT SUPPORT INTEGRATED SECURITY OPTIMIZED MANAGEMENT iAnywhere Business Areas Developer Enterprise On-Demand Services • Mobile and embedded database • Mobile e-mail • Synchronization and messaging • Mobile media services • Device management • Mobile application development • Mobile CRM solutions • Security • Mobile device solutions • Hosted mobility services • Application enablement • RFID The Bottom Line iAnywhere provides software solutions that enable applications used on the front lines of business to be just as reliable, secure and available as those at headquarters • IT can confidently control and support frontline enterprise applications • Developers can focus on business application, not on solving frontline challenges • Built for front lines to overcome challenges by making applications "Always Available," and through Integrated Security, Optimized Management, and Support for Heterogeneous Environments Delivering Success on the Front Lines of Retail The Simple Days Non-IP dial-up communications Velocity of business was 24 hour cycle Overnight batch polling Legacy POS systems VAX/VMS IBM 4690 DOS Unix Today: A Complex Environment Higher speed, persistent IP connections Business updates throughout the day Right-time data movement Many devices, or Points of Action Manager’s station and laptop Win32 POS PDAs Wireless manager Line busting M2M/RFID Employees’ kiosk Barriers to Success Security on Windows-based POS, back office systems and handhelds Ability to drive actions and automate processes Bandwidth User adoption of new store systems Visibility Heterogeneous systems Systems management Compliance Beyond Polling…. iAnywhere Frontline Management Software ….Beyond Polling Frontline Systems Management Manager’s station and laptop Win32 POS PDAs Wireless manager Line busting M2M/RFID Employees’ kiosk RemoteWare RemoteWare Process Automation + Heterogeneous Systems + Bandwidth Optimization + Scalability + Support = RemoteWare Process Automation File and Folder Movement Extensive Logic System and User Variables File and Folder Commands on server and client File, Folder and Disk size Reboot Command Registry Commands Execute programs on server and client Interactive Session Remote Control – Windows clients Process Automation Powerful & Flexible Scheduler Inbound / Outbound Dependent Sessions Process-Only Sessions Retries & Alternative Resource Session Recovery Extensive Logging and Reporting Integration via ECF, API and command line Heterogeneous Systems Windows • XP, 2000 pro & server, 2003 server, NT, 98 DOS Linux Unix • AT&T, AIX, SCO, HP-UX IBM OS/2 VMS • VAX, Alpha, Intel IBM 4690 Bandwidth Optimization Compression Checkpoint Restart Differencing: File and Byte Level Offline Processing Segmented file delivery Flexible packet/window sizes TCP/IP and Async What client OS’ in the stores do you support today? What is your network connection to the stores? Scalability Total Licenses % Total Licenses Largest Install 391,034 83% 8,610 US Govt Agency 2% OS/2 29,675 6% 27,500 Retail Marketing 93% SCO UNIX 13,092 3% 2,565 Hardware Store 20% DOS IP 10,050 2% 10,050 Department Store 100% OpenVMS 9,653 2% 8,303 Video Store 86% DOS 6,373 1% 2,737 Video Store 43% IBM 4690 POS 4,440 1% 2,325 Grocery Store 52% Linux 3,194 1% 1,956 Consumer Goods 61% HP-UX 1,006 0% 980 Bank 97% 950 0% 707 Grocery Store 74% 61 0% 30 Grocery Store 49% 469,528 100% Client Types Windows AIX UNIX AT&T UNIX Total Licensed Clients Largest Customer % 0f Type Support 800+ Customers Operating • 469,528 RW Basic clients • Plus 524,857 RW Client Products • On 1,309 RW Servers • 193 Clusters • 1,034 Portables In 37 countries • 58% in NA • 38% in EMEA Overview of Product Support Team 2 Office Locations for RemoteWare Technical Support Alpharetta, GA – Supports all geographies but EMEA Maidenhead, UK – Supports EMEA We may expand RemoteWare support to other worldwide support locations in the future. Product Support Metrics 2005 Support Case Metrics* Total Cases - > 5000 cases per year Same day closure rate – 42% Next day closure rate – 64% Closed < 7days – 93% Closed < 30 days – 97% Cases closed with KB article – 64% Average days to close – < 7 days * Includes Afaria and RemoteWare cases; does not include cases escalated to engineering. Supported Versions of RemoteWare Product Version Status RemoteWare 4.2 Active RemoteWare 4.1 Active RemoteWare 4.0 Limited (Planned Archive Date: next release of RemoteWare) CONNECT: Remote 3.31 Limited (Planned Archive Date: next release of RemoteWare) CONNECT: Remote 3.3 Archived CONNECT: Remote 3.2 Archived RemoteWare for OS/2 2.51 Limited (Planned Archive Date: March 31, 2007) Support Years of RemoteWare Experience in the current team: Product Support = 60 years Quality Assurance = 25 years Development = 47 years Product Management = 7 years In the customer base: Average of all 800 Customers = 8 years Largest 25 Customers = 11 years average Largest 100 Customers = 10 years average RemoteWare Manager’s station and laptop Win32 POS Wireless manager Employees’ kiosk Case Studies Beyond Polling….. Can you install a patch to an application in all 600 store locations -- tonight? Key application data has become corrupted on a store system. Do you have backups? How quickly can you restore data? Will you have the latest virus signatures on your store systems in time to detect a deadly virus? You’re ready to upgrade a store application. Do you know how much hard disk space remains on each system? What other software is installed and running? How quickly can you integrate the 50 new stores from the company you just acquired? Discussion Questions What do you use RemoteWare for? How do you manage your store systems today? Do you use any RemoteWare add on products? What products should we consider adding? What role do mobile and handhelds play and how are those devices managed and secured? Additional Functionality for Retail Systems RemoteWare (W32) • Multicast • Inventory Manager • Software Manager • Remote Control • Workshop • Subscriber • Remote Control • OneTouch Afaria (W32, HH, Java) • Inventory Manager • Software Manager • Patch Manager (W32) • Session Manager • Security Manager • Configuration Manager (HH) • Backup Manager • Document Manager • Remote Control • OneTouch RemoteWare Products for Windows Total Licenses % Win32 Client Licenses Largest Install 296,255 76% 8,610 Software Manager License 85,133 22% 11,300 Inventory Manager License 74,053 19% Workshop License 27,690 Subscriber License Multicast Client License Client Products Remote Control Client License One Touch Total Add On Clients Largest Customer % Type US Govt Agency 3% Clothing Store 13% 8,180 Department Store 11% 7% 2,000 QSR 7% 25,840 7% 2,000 QSR 8% 13,050 3% 3,400 Clothing Store 26% 2,836 1% 2,755 Retail Marketing 97% 524,857 RemoteWare 4.3 RemoteWare 4.3 CD Release New Remote Control option - NetOp v9 from Danware Smaller footprint Faster Centralized Windows and AD authentication IP address filtering 4 levels of encryption Easier deployment with NetOp Transform Editor No reboot required for installation Text, Audio and Video Chat Host “Request for Help” feature Monitor Mode – cycle through selected Hosts Available to all current RW Remote Control customers RemoteWare 4.3 CD Release New architecture for scheduler data Currently, all active sessions stored in indexed flat file Issues: • Limit of 16,000 active sessions • File contention for high volume Gig network customers Solution: session data in SQL Server tables • 4.3 will keep 16,000 session limit to minimize risk • Improved stability RemoteWare 4.3 CD Release Enhanced control over SQL Server administration SQL Administration Tab • Change SQL Server user name and password • Change database / server – Logging data – Schedule data RemoteWare 4.3 CD Release Add support for MS SQL Server 2005 Drop SQL 7 support Includes RemoteWare 4.2 hotfixes Target release late Q3 2006 Beyond 4.3 Beyond 4.3 Core Principles: Stability – Performance – Relevance Update client certification – WePOS, Lunix, Unix Update Subscriber, Workshop, Inventory Manager Improve AD admin support Update compiler & UI Improve stability and scalability Expand workobject capability • User data table, Inventory data, embedded VB scripts Workstation / Remote Desktop Support Sybase database support Linux Remote Control, Express Send and Byte Level Difference Check file version number or MD5-type hash Product Enhancement Request (PER) Beyond 4.3 What other functionality would you like to see in RemoteWare? Is your company interested in WePOS or other OS’ for POS? RemoteWare Customer Communications RemoteWare Customer Meetings • • • • • • • Columbus – March UK – May Atlanta – May West Coast – June Dallas – June NY/NJ – tbd 4.3 Release - September RW Customer Advisory Council Sybase TechWave Current Support Website Search the knowledgebase Case management Download product updates Download product and technical documentation Subscribe to monthly Support newsletters Support contact info and holiday schedule Supported versions Register for customer meetings Future RemoteWare Forum Discussion Groups Mailing lists Download early adopter software Share workobjects, ECFs, API’s, utilities, programs, tools, documents Beyond polling…. Maximizing RemoteWare Functionality Ellis Zsoldos / Dan Antonio Professional Services, Sybase iAnywhere [email protected] [email protected] Monday August 7, 2006 2:45 – 4:15 pm Energy Management and Environmental Monitoring & Control for Retail & Hospitality Chad Cheek Manager of Business of Development, Stratapult [email protected] Monday August 7, 2006 4:30 – 5:30 pm The Enterprise’s Reliance on the Frontlines Over the years, we’ve learned that Retailers, Restaurant and C-Store Chains need to: • Collect and Aggregate Data Centrally (POS, Time & Attendance, Inventory) • Gain Remote Visibility and Achieve Remote Control (Customer Satisfaction, Compliance, Energy Consumption, Pricing) • Collect, Correlate and Automate Operational Data Across “Silos” (Stock Levels, Sales w/ Customer Counts, POS w/ Security) • Make Data “Actionable” (Liberate managers and stakeholders, build actions around key business rules) • RESPOND! (Notify, Acknowledge, Automate, Remediate) Stratapult’s RemoteReliefSM Services Hosted and Support Solutions Management & Security Mobility Applications • Client environment management • Remote Systems Management Consulting • Sales Force Automation applications • Hosting of hardware and software • Device security and encryption solutions • Route sales and distribution solutions • 24x7 support and maintenance • Software installations and upgrades • Web content and applications • Tiered support services based on client need • Enterprise system integration • Disaster recovery services • Strategic planning and training • Mobile subscription services • Device security solutions Solutions to Sync the Frontline with the Enterprise Retail, C-Store and Chain Restaurant Challenges Sky Rocketing Energy Costs Highly Competitive Market Inefficient/Archaic Energy Management Practices Ineffective Reporting and Analysis No “Big Picture” Story at Corporate Level Lack of Data Integration from Remote Locations to HQ Energy Management Solution - Background Targeted Problem: • Rising energy costs for high energy-use restaurant/retail chains • Lack of visibility to energy consumption in stores • Local personnel cannot always be relied on to optimize energy use • HACCP compliance (FDA’s Hazard Analysis and Critical Control Point requirements to maintain lifecycle audit trails of food temperatures) Current Alternatives: • Old-line building automation vendors like Honeywell provide energy consumption monitoring ($$$) • Utility company programs for remote management of energy consumption in return for reduced charges • M2M start-ups (machine-to-machine) deliver solutions that leverage wired or wireless IP connectivity and proprietary hardware Energy Management Solution Solution Overview: • Remote monitoring solutions built on RFID Anywhere to manage food storage and cooking temperatures, and energy consumption at restaurant/retail sites • Middleware linking in-store sensors and controllers to backend alerting and management consoles • Business rules engine to automate alerts and actions • Record log of temperatures to satisfy food safety reporting requirements • Fully extensible to a broad range of monitoring scenarios including indoor and outdoor lighting, thermostats, security equipment, building and storage doors, etc. Energy Management Solution Key Differentiators: • Incorporates open standards for interfaces and communications making the system easy to scale and integrate with other technologies • Near zero-footprint client installation perfect for remote management in chains • Easy extension to additional data management and control equipment such as RFID, barcode, programmable logic controllers, etc. Leveraging domain expertise in retail solutions, we seamlessly aggregate remote data to drive business VALUE ACROSS THE ENTERPRISE Sample Solution Diagram Chain Restaurant Layout Head Quarters Retail Store/Restaurant Walk-In Freezer Counter Central Mgmt Console <<<<Business rules and commands Temperature data & other data points >>>> Audit DB Prep Area Reach In Coolers Refrigerated Units Customer Area Light Switch LED Alert Display Store Office Thermostat Wireless Temperature transmitter ...Freezer Temp 36o... Check Door… Receiving Unit Wireless Data Transmission Wired Data Transmission RFID Anywhere Key Features Distributed architecture Abstraction of hardware, protocols, data RFID Simulator Application allows load and content testing without hardware investment Supports disparate device types (readers/printers/PLCs/Sensors/Actuators/etc…) Real-time alerting and recovery from Power/Connectivity Loss and other exception conditions Centralized management • Zero tech activity at the site Enterprise-class security Ease of use Leverages and Extends Industry Standards • Web Services interfaces support n-tier integration with applications, databases and middleware – Ability to notify registered clients via different protocols (e.g. HTTP, TCP/IP, RPC, SOAP, etc...) • Serialized Binary Transmission of transactional data shared across peer connections through .Net Remoting interfaces – Critical for scaled implementations - Faster than XML • Leverages standards defined by the EPC Global organization – Also supports non-EPC ISO & proprietary tags • CIM-based Management Interface for dynamic management of entire device population/logic layer - allows device additions and profile alterations on-the-fly without stopping applications and other devices • CIM Provider allows seamless integration with existing device management infrastructures such as OpenView, Tivoli, Afaria, Unicenter, etc … • LDAP Directory Integration controls device, tag and data access rights • Remote Web Administration RFID Anywhere Architecture Business Rule Management Console Solution Architecture PRESENTATION LAYER End User Access Presentation Probe Business Logic/ Rules Engine PROCESS LAYER Readings, Logs MESSAGE LAYER PERSISTENCE LAYER Alert Device - Network Services MIDDLEWARE (RFID ANYWHERE) Notify Manage Device Connectors Temp Monitor Door Alarm RFID Reader RFID Printer Other Devices PHYSICAL SENSORS AND CONTROLLERS Temperature/Device Management Active & Passive Reader/Tags/Standards Point 6, Opto 22 EPC X, ISO 15693 , ISO 18000-6, 802.11x Enterprise Management Portal Message and Alerts Processing and Routing Dashboard Analytics Business Dashboards Alerts and Notifications Integration ! •Messaging •Web Services •RDBMS •HL7, EDI •ERP, CRM •Adapters Connectivity Real-time Event Management Solution Lifecycle Project Lifecycle Energy Usage Survey & Feasibility Study • Site Evaluation • ID Candidate Energy Saving Areas • Quantify Potential Savings • • • • • • Key Process Design & Technical Architecture Scope Definition Problem statements High level flow Existing data Tagging candidates Read areas Security • • • • • • EM Architecture Sensor Read testing Reporting/Analytics Archival Performance Sizing Projects: Processes Integration Rules Alerts • • • • Detailed use cases Specific alerts Specific notifications Integration needs In Conclusion Flexible, Open Architecture Solution That Provides • Hard dollar energy cost savings • Enhanced monitoring and remote management capabilities • Improved enterprise-level business intelligence and analytics Enhancing your Frontline Management Solutions Dan Antonio / Ellis Zsoldos Professional Services, Sybase iAnywhere [email protected] [email protected] Tuesday August 8, 2006 8:00 – 10:00 am Frontline Management Products - Afaria Afaria • Architected for IP based connections • Ideal for mobile environments & end-point management • Handles many different client types • Flexible client based scheduling • Used to secure the device and data flowing to and from the device • Web-based management Frontline Management Products - RemoteWare RemoteWare • Suited for more traditional polling model • Ideal for fixed-site remote environments (i.e. Retail) • Built in support for dial-up environments • Supports legacy environments (DOS, UNIX, 4690) • Used in Sales-Force automation to collect mission critical data on a daily basis Frontline Management Products Summary of RW vs. Afaria • RemoteWare is a polling engine with some systems management functionality, where as Afaria is stronger as a systems management tool Most popular RemoteWare extensions RemoteWare Solution Packs: • Patch Manager for RemoteWare • Cluster Manager for RemoteWare Other Custom RemoteWare Solutions: • Job Scheduler – This solution is designed to work around the RemoteWare scheduler limit for scheduled sessions. It takes an external data store (database, etc) of scheduled sessions and feeds them to the RemoteWare Cluster in smaller chunks. • Scan Files – Scans directories on server to see if there are any to send to client. If there files to send, then a session is triggered. • Custom Reporting and Data Analysis – Custom reports can be generated to help analyze the effectiveness and efficency of the RemoteWare cluster. (SQL Reporting Services, Crystal Reports, etc) Most popular RemoteWare extensions Patch Manager for RemoteWare • Benefits – Uses Microsoft technology to centralize patch management and distribution throughout your organization. – Patches only have to be downloaded once. (Not once per client as Windows update will do.) – Allows tracking of patch installations through the familiar RemoteWare environment. – Client does not require an internet connection – Client only requires intermittent connection to RemoteWare Server Most popular RemoteWare extensions Patch Manager for RemoteWare • Example Usage Scenario – Define Profiles (Who, What & How Patches should be handled) Test Environment Production Environment – Scan Production Clients to find what patches are missing from general client population – Download & Assign new (unapproved) patches to Test Profile – Apply Profile (RemoteWare Session & Work Objects) to Test Clients Scan Clients for missing patches Deliver missing patches to client Install delivered patches Reboot (as necessary) – View/Verify Results – Approve Patches – Assign new (approved) patches to Production Profile – Apply Profile to Production Clients – View/Verify Results Most popular RemoteWare extensions Components • Patch Management Server • RemoteWare Server • RemoteWare Client Demo of Patch Manager for RemoteWare Most popular RemoteWare extensions RemoteWare Cluster Manager • Was authored to provide near 100% uptime in the event of any type of failure. • Allows uptime to persist even through system upgrades or hotfix applications. Enhancements afforded by Cluster Manager • Web-based interface makes RemoteWare more accessible to use. • Allows greater remote-administration without using PC Anywhere or similar tools (No 10 Workstation Limit) • Allows for greater scalability of RemoteWare system by making multiple clusters more manageable. Most popular RemoteWare extensions Overview Cluster Manager Demo Most popular Afaria extensions Afaria Solution Packs: • Xpress (Handheld Device Provisioning) for Afaria • Multicast Server for Afaria • ECF Server for Afaria Other Custom Afaria Solutions: • Content Management for Afaria • Custom Reporting and Data Analysis • Tools & Utilities: – – – – – Server Manager / Server Statistics WiFi Utility InfoWindow ShowMessage SyncDir Most popular Afaria extensions Xpress (Handheld Device Provisioning) • Supports PPC, WM, WM5, Win32 • Scripting Tool – – – – Install Software Update Registry Entries Configure WiFi Settings Connect to Afaria Server • Typical use case: – Autorun on Storage Card runs Xpress Script Installs Afaria client Configures Network Associate the device with the correct user Starts Afaria connection – Afaria Channels used to restore device / user data Xpress Demo Most popular Afaria extensions Multicast Server for Afaria • Allows system administrators to distribute files to a large number of Afaria Clients with a single communication session from the Server • Multicast transmissions: – provide highly scalable, highly reliable one-to-many data multicasting over multicast-enabled networks – dramatically reduce bandwidth requirements for data broadcast transmission – improve network efficiency – optimize real-time data delivery through data stream recovery – support both terrestrial or satellite environments – support any data type Demo of Afaria Multicast Most popular Afaria extensions ECF Server for Afaria • Similar to ECF Server that comes with RemoteWare • Allows the administrator to trigger events within Afaria through the use of ECF files – ECF files are text based instruction files which are dropped in a folder, then automatically processed. • Types supported: – Worklist ECF – Client Group ECF – Outbound Notification ECF Most popular Afaria extensions Content Management (not released yet) • Similar to document manager but does NOT require Channel Viewer. • Separates Content Manager from Afaria Administrator • Ability to expire content • Ability to target content by Groups Most popular Afaria extensions Content Mgmt Overview Most popular Afaria extensions Custom Reporting and Data Analysis • Custom reports can be generated to help analyze the effectiveness and efficiency of the Afaria Server and/or Farm. • SQL Reporting Services, Crystal Reports, etc. Most popular Afaria extensions WiFiUtil • Sets WiFi connection information on PPC devices. • Can be part of your provisioning process. • DEMO of WiFiUtil (Channel) Most popular Afaria extensions InfoWindow • Pop-up box to present information to user. • Does not require Channel Viewer to present information. • Can be shown or removed within the Session Manager script. • DEMO of InfoWindow Most popular Afaria extensions ShowMessage • Shows a popup message on a PPC device • DEMO of ShowMessage Most popular Afaria extensions SyncDir • Provides synchronization functionality between the Afaria server and the client. • Deleted files and directories are also synchronized. • DEMO of SyncDir What do YOU need? RemoteWare Disaster Recovery Dan Antonio / Ellis Zsoldos Professional Services, Sybase iAnywhere [email protected] [email protected] Tuesday August 8, 2006 10:30 – 12:00 pm Why disaster recovery is so important Critical • For many customers RemoteWare is a critical part of their infrastructure. • 99% of all RemoteWare customers consider RemoteWare a mission critical application. RemoteWare supports other critical applications • If other applications rely on RemoteWare to transport data or to execute processes and RemoteWare fails then these other applications also fail if the RemoteWare server goes down. RemoteWare is inherently reliable • Some RemoteWare systems run for years without failure. • What happens if hardware fails? • What happens if an OS upgrade fails? Recovery: Preparing for the challenge It’s not a question of “if”, but rather of “when” ! • Prepare for the unexpected. • System failures don’t happen at the most convenient times. • Be prepared! Using GENALL • GENALL can create ECF files that can re-generate your RemoteWare system. • Critical tool to run on a regular basis. • GENALL ECFs can be used to restore your system in short order • GENALL can be run as a scheduled process for automated backups. Recovery: Preparing for the challenge Best practices • Keep multiple-generations of GENALL ECF files. • Keep an off-site backup. (Regardless of how many boxes or drives you replicate your data to.) • Backup your SQL database. • DOCUMENT your system. (UserIDs, PWs, etc.) TEST your restore process • How do you know if your backup is good? • How do you know your restore procedure is good? • The time to find out is BEFORE you need to know. • Be sure that the restore procedure is documented. Restoration of your RemoteWare system Restore your SQL DB (if needed) Reinstall your RemoteWare server • Apply any hotfixes that you had in your previous RemoteWare system. • Previous hotfix installations are documented in the RW registry. Restore any other data files Copy your GENALL created ECF files files into \[RWSDATA]\ECF. • Allow time for the ECF server to process the files. • Restart your RemoteWare service. Restart the RemoteWare server Drawbacks to this approach Time spent offline … • While this method works extremely well and has saved the day in many RemoteWare shops it is not without it’s drawbacks. • Downtime is required while you restore your system. This can be costly in terms of time and productivity. • A typical system may take several hours to do a GENALL-based restoration. What if there were a better way? RemoteWare Cluster Manager RemoteWare Cluster Manager • Was authored to provide near 100% uptime in the event of any type of failure. • Allows uptime to persist even through system upgrades or hotfix applications. Enhancements afforded by Cluster Manager • Web-based interface makes RemoteWare more accessible to use. • Allows greater remote-administration without using PC Anywhere or similar tools (No 10 Workstation Limit) • Allows for greater scalability of RemoteWare system by making multiple clusters more manageable. • Allows view of network and cluster status from a web-browser RemoteWare Cluster Manager Overview RemoteWare Cluster Manager Benefits • A cluster can be taken down and not lose system availability. • Allows for near 100% uptime during maintenance cycles • For most functions can replace workstation. • Master data is in the SQL database. Cluster Manager DEMO
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