Easy-to-release change manager to reduce Risk and Cost.

Agenda

1 T24 System Change Process

2 Business Challenge & Solution

3 T24-CM System Architecture

4 Process Workflow & Functional Overview

T24 System Change Process

For T24 system bug fix or parameters update, data and routines need to be packaged,
released and installed across multiple environments of the bank, the following is the normal
T24 system change process:

Package the data Packaging and releasing is

Dev
Environment Packages records and routines manual operation

Install and test the Package installation is mostly

Testing
manual operation
Environment packages

Package installation is mostly

Production Release to Production manual operation
Environment
Business Challenge & Solution

There are many challenges in the standard T24 system change process, T24-CM is designed
to provide solutions to these challenges.

Challenge Solution

Chanllenge-1: Package installation operation is Automation

mostly manual.
Deploy packages automatically, minimize the
Human mistake cannot be avoided in the manual manual operation
operations like data record input, authorization,
routine catalog, etc
Chanllenge-2: Lack of package dependency Dependency Management
management mechanism.
Analyze and manage dependency in the repository
Issue occurs when packages are installed in a
wrong sequence. Verify dependency during package installation

Chanllenge-3: No result and history tracking History Tracking

Operation procedure and result are not tracked Record history of every operation, the installation
and cannot be audited result and procedure can be reviewed and actions
can be taken for any issue.

Continuing
Business Challenge & Solution
Challenge
Chanllenge-4: No recovery mechanism
The installed package cannot be uninstalled in
case of deployment failure or issue found
Chanllenge-5: Difficult to manage the changes in
multiple environments
Difference between environments are managed
manually
The synchronization between environments are
manual operation
Chanllenge-6: Packaging and delivering changes
from development environment is a time
consuming manual work
Solution
Package Uninstall
Backup is taken before any change, it is easy to
restore to pre-installation status by one-click
operation
Multi-Environment Management
Environment wise information are managed in the
repository.
The difference between environments can be
found easily, and the difference can be
synchronized automatically
Packaging Facility
Changes can be automatically packaged from dev
environment and registered into the repository
automatically.
T24-CM System Architecture

T24-CM is a web-based application, all the user operations are done through web browser.
The business logic and repository are running in the web server.
FTP is used to transfer data files between web server and T24 server.
Web server send requests to T24 through standard OFS interface.
A new application is developed as a plug-in running in T24 to assist the process.

Browser Web Server T24 Servers

T24-CM
Business Logic OFS OFS
HTTP Listener T24-CM Plug-in

FTP
T24
Repository

T24-CM System Components

Functional Overview Process Workflow

The following is the T24-CM main Operation Workflow

1. Create new records for all the environments Environment

that need to be managed Management

2. Package the changes from the dev Packaging

environment (This operation is not required if the (optional)
package are delivered from vendor)
Repository
3. Register the package into repository. Package
Management
- Environment Info
- Packages
4. Choose the packages to be installed and click - Dependency Info
the install button, then the packages are installed Package Installation - Installation History
into target environment automatically. - Pre-install backup

5. View the package installation history and History View

actions can be taken from the history view

6. Package can be uninstalled if user choose Package Uninstall

to do so (optional)
Functional Overview Environment Management

Environment Package Package History Package

Packaging
Management management Installation View Uninstall

Features of Environment Management function

The T24-CM can mange multiple environments. The following information are maintained in
repository for each environments:

- T24 server access information

- Package installation status and history.

The package installation difference between environments can be found out easily through enquiry.
Functional Overview Environment Management

The list of environments that are managed in the T24-CM

Functional Overview Packaging

Environment Package Package History Package

Management Packaging management Installation View Uninstall

Features of the Packaging function

Packaging the data records and routines from development environment is a manual operation and
time consuming. The T24-CM packaging function is to automate the whole process and improve the
productivity.

The packaging realize the automation by

- Auto packaging the data records in T24
- Auto Zipping and downloading the package from T24
- Auto registering the package into repository

The packaging step is optional in the flow. Package can be delivered from Temenos or packaged
manually without using T24-CM.
Functional Overview Packaging

Packaging Input Screen

Input the new package

name and source
environment information

Input the data records or

routines to be packaged
Functional Overview Package Management

Environment Package Package History Package

Packaging Installation View Uninstall
Management Management

Features of the Package Management function

The packages need to be registered into the repository before installing. The packages could be
either packaged from Dev environment using packaging function, or delivered by Temenos. T24-CM
support the following 3 types of packages:
-DL.DEFINE
-BUILD.CONTROL
-Core Patch

The package register process is fully automated. User just need to choose the package file and
click the register package button, system automatically analyze the package and update repository
with the following information:
- The detail of all the components inside the package
- The dependency between the new package and all other packages in the repository

User can assign the packages to different groups, which can be used for batch installation.
Functional Overview Package Management

Packages List Screen

Functional Overview Package Management

Package Detail Screen

Details of the package

and the package file

List of components in the

package

The installation status and

history of the package in
different environment
Functional Overview Package Installation

Environment Package Package History Package

Packaging View Uninstall
Management management Installation

Features of the Package Installation function

The package installation function improve productivity by automating the installation process,
reduce the system risk by automating the dependency validation and result verification.

User can choose to install single package, or install multiple packages by choosing multiple
packages or groups.

Before installing, system validate the target environment status to make sure all the depended
packages are installed.

System can decide the installation order if multiple packages are to be installed

System take backup of all the components before installing. In case of any failure, the backup can
be used for the restoration.

System automatically validate all the components to make sure the routines are cataloged properly
and data records are inputted and authorized properly.

All the process steps and results are logged in the repository for user action and audit purpose.
Functional Overview Package Installation
The detail steps of the auto package installation

1. Dependency Check Check the dependency to make sure all prerequisite packages
are installed in the target environment already

2. Decide Installation Order Decide the installation order if multiple packages are to be installed

3. Upload Packages Upload packages to be installed to the target environment

4. File Decompression Decompress the package file before installation

5. Preinstallation Backup Take backup of all the components before installing

6. Install Packages Install packages using the T24 standard installation tool

7. Record Input/Authorize Automatically input and authorize the IHLD and INAU records

8.Result Verification Validate all the components after installation

Functional Overview Package Installation

Package Installation Screen

Brief information and

component details of the
package to be installed

Process log is displayed

in real time while installing
Functional Overview History View

Environment Package Package History Package

Packaging Uninstall
Management management Installation View

Features of the History View function

The installation steps and result of packages and their components can be viewed by using the
history view function.

From the history view, system provide facility for user to take various actions:
- View all the installation log
- View the installation result of packages and components
- Reinstall the failed package
- For the failed data record, find out the reason by comparing both expected and actual records
using the data comparison function
- For the failed packages and components, user can choose to ignore the errors or redo the result
verification after user manually corrects the errors.
- Uninstall the package in case of failure that cannot be fixed or wrong installation
Functional Overview History View

Installation History View Screen

List of all the

installation tasks
and the status

Action could be
taken to the task
Functional Overview History View

Installation History Action Screen

The status of packages and

components of the installation task

The packages could be

uninstalled using this button

If the component is data record,

the record detail can be viewed

The process log

could be viewed
Functional Overview Package Uninstall

Environment Package Package History Package

Packaging
Management management Installation View Uninstall

Features of the Package Uninstall function

In case the package installation failure cannot be fixed, or wrong package is installed, the package
uninstall function can be used to restore the backup data or routines.

System validate the environment status before uninstall to make sure there is no newer version of
component is installed. System raise error message if the dependency validation fails.

If the dependency validation passed, system automatically install the backup components. The
backup installing process is basically same as the package installing process
Functional Overview Package Uninstall

Package Uninstall

The package could be

uninstalled by clicking this
button in the history action
screen

Process log is displayed in

real time while uninstalling