Finance Novell Solutions at Sumitomo Bank www novell

Finance: Novell Solutions at Sumitomo Bank www. novell. com Dan Mc. Guigan Systems Engineer Novell, Inc. dmcguigan@novell. com

Vision…one Net A world where networks of all types—corporate and public, intranets, extranets, and the Internet—work together as one Net and securely connect employees, customers, suppliers, and partners across organizational boundaries Mission To solve complex business and technical challenges with Net business solutions that enable people, processes, and systems to work together and our customers to profit from the opportunities of a networked world

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Sumitomo to SMBC • Sumitomo Bank is the largest commercial bank in the world • At its international headquarters based in New York City, Sumitomo needed methods for delivering worldwide access to applications and data • Sumitomo leverages the power of Novell e. Directory™ to increase employee efficiency and to control and secure access to data across multiple systems • In its recent merger with Sakura bank, Sumitomo (now called SMBC) already had the pieces in place for getting the newly-formed organization working in days • This session will also discuss other technologies that have propelled Sumitomo's IT department into the new millennium, including Novell Cluster Services™, Novell ZENworks® for Desktops and Servers, Net. Ware® 6, Novell i. Folder™, and Novell i. Print

The Agenda • Addressing immediate issues 4 Setting the groundwork • Refining Novell and SMBC’s direction 4 Executive direction • The next move 4 Extending • Questions services

Setting the Groundwork • SMBC needed to gain control the desktop environment while maintaining digital identity • Workstations and applications were not standardized 4 Deluge of calls at the help desk • SMBC needed to reduce cost of managing branch offices • Erroneous outages 4 No plan for fault tolerance

Locking Down the Infrastructure • US-based offices were authenticating via • • • Net. Ware UK-based offices were authenticating via Microsoft US offices were using ZENworks for Desktops Images and Applications UK office was still trying to get SMS to work US visits UK—the story starts here SMBC adopts the “one Net” vision as own

Lifecycle of the Workstation ZENworks for Desktops is the complete solution for managing the lifecycle of Windows workstations

The Golden Triangle of Novell ZENworks for Desktops Three fundamental concepts have made ZENworks for Desktops the industry leader: 1. 2. 3. Policy-enabled management Enabling the digital persona Managing the complete workstation lifecycle

Accomplishments Using ZENworks • Within one week 4 Workstation standards were created • Within one month 4 All applications for major sites were implemented • Within two months 4 All outlying branch offices had standard applications • Small two-node clustering services were installed in most offices for quick results on fault tolerance

Migration from Microsoft to Novell? • You bet. . . • All Microsoft file and print servers in SMBC’s European offices were replaced with Net. Ware file and print servers • Say it’s not so. . .

Migration from Microsoft to Novell • Fewer servers were needed to accomplish the same tasks • Cost savings of server reduction was approximate • Other hidden savings 4 Greater ease of administration 4 Greater ease of servicing 4 Higher degree of uptime

Novell ZENworks for Servers and ZENworks for Desktops 4 4 4 Distributes desktop applications throughout the enterprise Aggregates workstation and server inventory and remote management Provides SNMP monitoring of desktop resources

Infrastructure Was Now Stable • With all the pieces in place for a stable work environment 4 Help desk calls were greatly reduced 4 Reduction of TCO—achieved 4 Higher ROI—achieved 4 Focus on projects • Next step…

Aligning SMBC’s Vision with Novell’s

Executive Direction—Where to Go • Overview of the situation • Defined mission and goals of Cx. O’s • Created a plan • Discovered where the pain was • Did not talk about products • Created a solution

The Next Step—Branch Banking Issues • Smaller branch offices • No one available for sometimes had more servers than employees • Little commitment • Restricted applications = revenue loss service and support • Employees felt left out of the corporation

Resolving Branch Banking Issues Centralized team creates ZENworks application object Zf. D installs applications to thin-client servers Zf. S distributes Zf. D application to remote servers

Resolving Branch Banking Issues (cont. ) Combination of ZENworks and ZENworks On. Demand Services™ enables transparent failover On. Demand publishes and launches thin-client applications Zf. D installs local applications from local servers End user clicks application on desktop

Reducing Costs Using ZENworks On. Demand Services • In order to reduce costs, a thin-client model was needed 4 But why recreate the world? • Using On. Demand with Citrix Meta. Frame allowed the use and management of existing ZENworks applications via a browser • Results = reduction of servers and service calls for each office • If need be, users can work from their homes or from anywhere they can get an Internet connection

Greater Profitability Lower TCO + Higher user productivity = Greater profitability

Where to Go Next? • Now that the work environment has been organized. . . • And the branch offices are now much more independent. . . 4 What would be next? 4 Extending services to customers? • You’re not talking e. Business, are you?

e. Business Infrastructure Convergence e. Provisioning User access management Nextgeneration portal March 2001 User provisioning Content management and personalization Rapid convergence

Create a Centralized User Store Features • Novell e. Directory is a standalone cross-platform directory service that powers e-businesses • e. Directory puts people at the center of your company's e. Business strategy • There is virtually no limit to the information you can store about users because e. Directory is incredibly extensible • By storing and managing user identities, e. Directory secures access to all types of information Advantages • e. Directory allows you to create networks services that are focused on the user • They can be personalized and secure based on the person who is using the service Benefits • Increased end-user and customer loyalty raises revenues while reducing costs User Access Management User Provisioning Content Management & Personalization

Create a Centralized User Store (cont. ) e. Directory

Propagate Identities Features • Novell Dir. XML™ is a data-sharing service flexible enough to accommodate any application, database, or directory • By extending the data replication and synchronization capabilities of e. Directory to other data sources, Dir. XML eliminates the isolation of data among various applications Advantages • Accounts can be dynamically propagated to disparate databases and directories • Identity data owned by different data silos can be aggregated into a single meta-user Benefits User Access Management User Provisioning • Significant reduction in the cost of creating and maintaining user information • Employees can become productive almost immediately due to the speedy provisioning of their resources Content Management & Personalization

Propagate Identities (cont. ) e. Directory User Directory Dir. XML™ Client/server apps HR system Mainframe apps CRM system Customer records Network services Collaboration

Manage the Business Processes Features • Metastorm e-work enables organizations to easily design, deploy, and manage automated business processes on an intranet or across the World Wide Web • E-work provides proactive workflow management to allow for triggered events and reminders to reduce the possibility for human error of follow-up Advantages • E-work creates a a web-based interface for managing business processes • Allows workflows to be dynamically updated, as business processes change Benefits • E-work allows more people to interact with business processes • This lowers the cost of doing business while making users significantly more efficient User Access Management User Provisioning Content Management & Personalization

Manage the Business Processes (cont. ) E-work e. Directory User Directory Sync Service Dir. XML Client/server apps HR system Mainframe apps CRM system Customer records Network services Collaboration

Create a Flexible Web-Based Presentation Layer Features • Novell Portal Services provides people with a browser-based, single point of access to all their network and web resources • Built on a flexible directory-enabled framework, Novell Portal Services supports open industry standards and gives users single-login access anytime from any browser-equipped location Advantages • Users can access their corporate resources anywhere from any device Benefits • Better quality of experience for the end user leads to higher satisfaction in IT services • Users are more productive due to anywhere access to corporate resources User Access Management User Provisioning Content Management & Personalization

Create a Flexible Web-Based Presentation Layer (cont. ) E-work Web content Novell Portal Services Authentication and personalization e. Directory User Directory Sync Service Dir. XML Syndicated content Client/server apps HR system Mainframe apps CRM system Customer records Network services Collaboration

Aggregate the Data Logically Features • Smart. Code allows for the seamless, dynamic collection and distribution of content in multiple formats to and from any data source • Smart. Code leverages the power of XML, RDF, and the web to break through information barriers and make your data available to anyone • Enterprise data previously inaccessible due to proprietary location or format can now be easily organized and made available for immediate, real-time access Advantages • User can get data from anywhere and have it presented in a way that is relevant to them Benefits • Better user access to data makes users more productive User Access Management User Provisioning Content Management & Personalization

Aggregate the Data Logically (cont. ) E-work Novell Portal Services Web content Aut Per henti son cat aliz ion & ati on User directory e. Directory Sync service Dir. XML Syndicated Content IA Smartcode Client/server apps HR system Mainframe apps CRM system Customer records Network services Collaboration

Allow the User to Search for Data Not Presented Features • The Alta. Vista software works in tandem with e. Directory to provide secure search capabilities based on users' business context, giving portal users access to the combined information resources of the Internet and corporate intranet Advantages • Users only search data relevant to them, resulting in speedier searches • Searches never include data that the user does not have access to Benefits • Higher user productivity and satisfaction due to the ability User Access Management User Provisioning of users to easily find the data they need Content Management & Personalization

Allow the User to Search for Data Not Presented (cont. ) E-work Novell Portal Services Web content Aut Per henti son cat aliz ion & ati on Personalization Alta. Vista Sync Service Dir. XML Syndicated content IA Smartcode Client/server apps HR system User Directory e. Directory Mainframe apps CRM system Customer records Network services Collaboration

Control Access to Content Features • Users of Net services can be provisioned to applications and digital content without administrator intervention and without delay • On. Demand can provide usage tracking for applications and digital content Advantages • Access to any digital content can be controlled • Enterprises can account for the work they are doing: reports can be generated that quantify the delivery and usage of Net services in your company Benefits • IT can quantify their contribution to the business and ensure their consistent funding • Users can provision the services they need, efficiently and quickly, while management maintains control User Access Management User Provisioning Content Management & Personalization

Control Access to Content (cont. ) E-work Novell Portal Services Web content Alta. Vista Content access control User Directory e. Directory Sync Service Dir. XML Syndicated content IA Smartcode Client/server apps HR system OD Aut Per henti son cat aliz ion & ati on Personalization Mainframe apps CRM system Customer records Network services Collaboration

Access Win 32 Applications through the Web Features • On. Demand directory enables thin-client computing: this means that administrators do not have to manage identities and access on the servers in a terminal server or Meta. Frame server farm • Load balancing and application publishing are also done through the directory Advantages • Thick, thin, and web applications can be easily and seamlessly deployed • Management of terminal servers and thin client is greatly simplified Benefits User Access Management User Provisioning • Cost of managing application across the Internet is reduced while the presentation of the apps is more user-friendly Content Management & Personalization

Access Win 32 Applications Through the Web (cont. ) E-work Novell Portal Services Web content Alta. Vista OD Aut Per henti son cat aliz ion & ati on Personalization Content access control User Directory e. Directory Sync Service Dir. XML Syndicated content IA Smartcode OD Client/server apps Mainframe apps Network services Terminal services HR system CRM system Customer records Collaboration

Secure the Web Content Features • Novell i. Chain® is an e. Security and management infrastructure based on e. Directory that enables all types of e. Business initiatives by providing secure access to portals, content, and applications • i. Chain provides single sign-on and confidentiality of data over the Internet and can seamlessly integrate into existing environments Advantages • Web applications can be deployed quickly and securely • Secure application will be more scalable, reliable, and easy to use Benefits • Increased end-user satisfaction due to better application availability • Increased revenue do to better communication with customers and partners User Access Management User Provisioning Content Management & Personalization

Secure the Web Content (cont. ) i. Chain E-work Novell Portal Services Web content Alta. Vista OD Aut Per henti son cat aliz ion & ati on Personalization Content access control e. Directory User Directory Sync Service Dir. XML Syndicated content IA Smartcode Client/server apps Mainframe apps Network services OD Terminal services HR system CRM system Customer records Collaboration

Novell and Partner Technology Secure the Web Content Make It Happen Today i. Chain E-work Novell Portal Services Web content Alta. Vista OD Aut Per henti son cat aliz ion & ati on Personalization Content access control e. Directory User Directory Sync Service Dir. XML Syndicated Content IA Smartcode Client/server apps Mainframe apps Network services OD Terminal services HR System CRM system Customer records Collaboration