Finance: Novell Solutions at Sumitomo Bank Novell BrainShare 2002 Finance: Novell Solutions at Sumitomo Bank Dan McGuigan Systems Engineer Novell, Inc. dmcguigan@novell.com BUS220—Finance: Novell Solutions at Sumitomo Bank

Vision…one Net Mission 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

Video Novell BrainShare 2002 BUS220—Finance: Novell Solutions at Sumitomo Bank

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 eDirectory™ 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, NetWare® 6, Novell iFolder™, and Novell iPrint

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

Setting the Groundwork Novell BrainShare 2002 Setting the Groundwork SMBC needed to gain control the desktop environment while maintaining digital identity Workstations and applications were not standardized Deluge of calls at the help desk SMBC needed to reduce cost of managing branch offices Erroneous outages No plan for fault tolerance BUS220—Finance: Novell Solutions at Sumitomo Bank

Locking Down the Infrastructure Novell BrainShare 2002 Locking Down the Infrastructure US-based offices were authenticating via NetWare 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 BUS220—Finance: Novell Solutions at Sumitomo Bank

Lifecycle of the Workstation Novell BrainShare 2002 Lifecycle of the Workstation ZENworks for Desktops is the complete solution for managing the lifecycle of Windows workstations BUS220—Finance: Novell Solutions at Sumitomo Bank

The Golden Triangle of Novell ZENworks for Desktops Novell BrainShare 2002 The Golden Triangle of Novell ZENworks for Desktops Three fundamental concepts have made ZENworks for Desktops the industry leader: Policy-enabled management Enabling the digital persona Managing the complete workstation lifecycle BUS220—Finance: Novell Solutions at Sumitomo Bank

Accomplishments Using ZENworks Novell BrainShare 2002 Accomplishments Using ZENworks Within one week Workstation standards were created Within one month All applications for major sites were implemented Within two months All outlying branch offices had standard applications Small two-node clustering services were installed in most offices for quick results on fault tolerance BUS220—Finance: Novell Solutions at Sumitomo Bank

Migration from Microsoft to Novell? Novell BrainShare 2002 Migration from Microsoft to Novell? You bet... All Microsoft file and print servers in SMBC’s European offices were replaced with NetWare file and print servers Say it’s not so... BUS220—Finance: Novell Solutions at Sumitomo Bank

Migration from Microsoft to Novell Novell BrainShare 2002 Migration from Microsoft to Novell Fewer servers were needed to accomplish the same tasks Cost savings of server reduction was approximate Other hidden savings Greater ease of administration Greater ease of servicing Higher degree of uptime BUS220—Finance: Novell Solutions at Sumitomo Bank

Novell ZENworks for Servers and ZENworks for Desktops Novell BrainShare 2002 Novell ZENworks for Servers and ZENworks for Desktops Distributes desktop applications throughout the enterprise Aggregates workstation and server inventory and remote management Provides SNMP monitoring of desktop resources BUS220—Finance: Novell Solutions at Sumitomo Bank

Infrastructure Was Now Stable Novell BrainShare 2002 Infrastructure Was Now Stable With all the pieces in place for a stable work environment Help desk calls were greatly reduced Reduction of TCO—achieved Higher ROI—achieved Focus on projects Next step… BUS220—Finance: Novell Solutions at Sumitomo Bank

Aligning SMBC’s Vision with Novell’s Novell BrainShare 2002 Aligning SMBC’s Vision with Novell’s BUS220—Finance: Novell Solutions at Sumitomo Bank

Executive Direction—Where to Go Novell BrainShare 2002 Executive Direction—Where to Go Overview of the situation Defined mission and goals of CxO’s Created a plan Discovered where the pain was Did not talk about products Created a solution BUS220—Finance: Novell Solutions at Sumitomo Bank

The Next Step—Branch Banking Issues Novell BrainShare 2002 The Next Step—Branch Banking Issues No one available for service and support Smaller branch offices sometimes had more servers than employees Little commitment Employees felt left out of the corporation Restricted applications = revenue loss BUS220—Finance: Novell Solutions at Sumitomo Bank

Resolving Branch Banking Issues Novell BrainShare 2002 Resolving Branch Banking Issues Centralized team creates ZENworks application object ZfD installs applications to thin-client servers ZfS distributes ZfD application to remote servers BUS220—Finance: Novell Solutions at Sumitomo Bank

Resolving Branch Banking Issues (cont.) Novell BrainShare 2002 Resolving Branch Banking Issues (cont.) Combination of ZENworks and ZENworks OnDemand Services™ enables transparent failover OnDemand publishes and launches thin-client applications ZfD installs local applications from local servers End user clicks application on desktop BUS220—Finance: Novell Solutions at Sumitomo Bank

Reducing Costs Using ZENworks OnDemand Services Novell BrainShare 2002 Reducing Costs Using ZENworks OnDemand Services In order to reduce costs, a thin-client model was needed But why recreate the world? Using OnDemand with Citrix MetaFrame 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 BUS220—Finance: Novell Solutions at Sumitomo Bank

Greater Profitability Novell BrainShare 2002 Greater Profitability Lower TCO + Higher user productivity = Greater profitability BUS220—Finance: Novell Solutions at Sumitomo Bank

Where to Go Next? Now that the work environment has been organized... Novell BrainShare 2002 Where to Go Next? Now that the work environment has been organized... And the branch offices are now much more independent... What would be next? Extending services to customers? You’re not talking eBusiness, are you? BUS220—Finance: Novell Solutions at Sumitomo Bank

eBusiness Infrastructure Convergence Novell BrainShare 2002 eBusiness Infrastructure Convergence eProvisioning User access management User provisioning Rapid convergence Strategic Planning Assumptions: The directory services market will cease to be an independent, identifiable market segment by YE2003 (0.8 probability). User access management will cease to be an independent, identifiable market segment by YE2004 (0.7 probability). Gartner has helped define where the convergence is happening in the market today (relative to provisioning). This isn’t new, it is a continuation of a process that has been going on since the mid-1990’s. Functionality that used to be segmented, is now coming together as technology becomes more flexible, more comprehensible and more versatile. This is the essence of one Net. The merging of capabilities that once were disparate to create an environment and experience that is simpler for the user, more accessible for the user, and therefore more productive for the user. There is a convergence in the foundation infrastructure for e-business being driven by the requirements of e-business. Three major functionality areas are converging (vendors and product convergence are discussed on the following page): user provisioning solutions, user access management solutions and content management and personalization services. The intersection of all three can be described as a “next-generation portal” or an “e-business platform”, depending on your perspective. In the slide above, the role of directory services is encompassed by the circle labeled “user access management”. The role of metadirectory (connectivity engine) solutions is encompassed by the “user provisioning”. Very few vendors have a product offering that provides the intersection of all three of these functional requirements. The Sun-Netscape alliance suite of products is one example, providing portal, directory, user management, delegated administration, PKI and metadirectory capabilities. Novell is another vendor with all of the pieces, but faces significant challenges in marketing a consistent solutions-focused message to a business audience rather than a series of independent technology messages to a technical audience. The first of these three functional areas to disappear will be the user access management solution which we believe will merge into content management and personalization services (e.g. portal solutions) within the next three years. There is a convergence in the market today. This isn’t new, it is a continuation of a process that has been going on since the mid-1990’s. Next- generation portal Content management and personalization March 2001 BUS220—Finance: Novell Solutions at Sumitomo Bank

Create a Centralized User Store Features Novell eDirectory is a standalone cross-platform directory service that powers e-businesses eDirectory puts people at the center of your company's eBusiness strategy There is virtually no limit to the information you can store about users because eDirectory is incredibly extensible By storing and managing user identities, eDirectory secures access to all types of information Advantages eDirectory 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.) eDirectory

Propagate Identities Features Advantages Benefits Novell DirXML™ is a data-sharing service flexible enough to accommodate any application, database, or directory By extending the data replication and synchronization capabilities of eDirectory to other data sources, DirXML 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 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 User Access Management User Provisioning Content Management & Personalization

Propagate Identities (cont.) User Directory eDirectory DirXML™ Client/server apps Mainframe apps Network services HR system CRM system Customer records 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 User Directory eDirectory DirXML Sync Service Client/server apps Mainframe apps Network services HR system CRM system Customer records 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 Syndicated content User Directory Novell Portal Services Authentication and personalization eDirectory DirXML Sync Service Client/server apps Mainframe apps Network services HR system CRM system Customer records Collaboration

Aggregate the Data Logically Features SmartCode allows for the seamless, dynamic collection and distribution of content in multiple formats to and from any data source SmartCode 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.) Sync service User directory DirXML eDirectory E-work Web content Novell Portal Services Authentication & Personalization Syndicated Content IA Smartcode Client/server apps Mainframe apps Network services HR system CRM system Customer records Collaboration

Allow the User to Search for Data Not Presented Features The AltaVista software works in tandem with eDirectory 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 of users to easily find the data they need User Access Management User Provisioning Content Management & Personalization

Allow the User to Search for Data Not Presented (cont.) Mainframe apps Network services Sync Service User Directory DirXML eDirectory E-work Web content Novell Portal Services Authentication & Personalization Syndicated content IA Smartcode Personalization AltaVista Client/server apps HR system CRM system Customer records Collaboration

Control Access to Content Features Users of Net services can be provisioned to applications and digital content without administrator intervention and without delay OnDemand 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.) Client/server apps Mainframe apps Network services Sync Service User Directory DirXML eDirectory E-work Web content Novell Portal Services Authentication & Personalization Syndicated content IA Smartcode AltaVista OD Content access control HR system CRM system Customer records Collaboration

Access Win32 Applications through the Web Features OnDemand 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 MetaFrame 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 Cost of managing application across the Internet is reduced while the presentation of the apps is more user-friendly User Access Management User Provisioning Content Management & Personalization

Access Win32 Applications Through the Web (cont.) Mainframe apps Network services Sync Service User Directory DirXML eDirectory E-work Web content Novell Portal Services Authentication & Personalization Syndicated content IA Smartcode AltaVista OD Content access control OD Client/server apps Terminal services HR system CRM system Customer records Collaboration

Secure the Web Content Features Advantages Benefits Novell iChain® is an eSecurity and management infrastructure based on eDirectory that enables all types of eBusiness initiatives by providing secure access to portals, content, and applications iChain 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.) iChain Mainframe apps Network services Sync Service User Directory DirXML eDirectory E-work Web content Novell Portal Services Authentication & Personalization Syndicated content IA Smartcode AltaVista OD Content access control Terminal services Client/server apps HR system CRM system Customer records Collaboration

Novell and Partner Technology Make It Happen Today Secure the Web Content iChain Mainframe apps Network services Sync Service User Directory DirXML eDirectory E-work Web content Novell Portal Services Authentication & Personalization Syndicated Content IA Smartcode AltaVista OD Content access control Terminal services Client/server apps HR System CRM system Customer records Collaboration