1 2013 PRO-TECH ® Users Group ASSA ABLOY is the global leader in door opening solutions, dedicated...
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1 2013 PRO-TECH Users Group ASSA ABLOY is the global leader in door opening solutions, dedicated to satisfying end-user needs for security, safety and convenience Slide 2 2 2013 PRO-TECH Users Group (day 1) Welcome Introductions Agenda 12:45- 1:45 Round table / training 1:45 2:00 Break 2:00 3:00 Change Management demonstration 3:00 4:00 Change Management discussion 4:00 5:00 Firebird / Backup databases Slide 3 3 2013 PRO-TECH Users Group (day 1) Round table / training Break Slide 4 4 2013 PRO-TECH Users Group PRO-TECH Change New Faces PRO-TECH Improvement PRO-TECH Expansion PRO-TECH Future Slide 5 5 2013 PRO-TECH Users Group PRO-TECH Change! No longer a Door Group entity..... Strategic part of Assa Abloy Americas Why? PRO-TECH Change Slide 6 6 2013 PRO-TECH Users Group New Faces! Abbott Brush Software Architect Peter Limosani Software Developer Beau St Louis Software Test Engineer Jodi Dahl Software Support Technician New Faces Slide 7 7 2013 PRO-TECH Users Group PRO-TECH Improvment DB Upgrade (V7.8) Change Management (V8.0) V8.1 and beyond..... PRO-TECH Improvement Slide 8 8 2013 PRO-TECH Users Group PRO-TECH Expansion 12 new customer in last 5 months PRO-TECH Expansion Slide 9 9 2013 PRO-TECH Users Group PRO-TECH Future BIM (Building Information Modeling) UI Upgrade Integration...... Seamless Flow! PRO-TECH Future Slide 10 10 Change Management Functions Track Changes to the Original Project via Revisions (Working Projects). Track changes to key items (those that affect costs): Cost, Preps, Modifiers, Print Codes, Order Codes Track changes in Estimating Detailed Materials Track changes in Scheduling Detailed Materials Track changes in Estimating Detailed Hardware Track changes in Scheduling Detailed Hardware Track changes in Edit Project Hardware Track changes in Bulk Materials (no Revision Hints) Slide 11 11 Change Management Features Manage a Set of Revisions to a Project. Original and Working Projects Create, Approve, Cancel, or Delete a Revision to a Project. Revision History via Highlighted fields and Pop-up Revision Hints. Modifications to the User Interface: Visual indication when a Project is under Revision. Slide 12 12 Change Management Reports Material Delta Cost Report: Shows the changes to Door and Frame costs for the project based on the Revision. Hardware Delta Cost Report: Shows the changes to Hardware cost for the project based on the Revision. Revision Report: Details all changes (additions, deletions, and modifications) to an opening made under the specified revision. Approved Revision Summary Report: Presents the Delta cost and positive Delta costs of each approved revision from the original project. Slide 13 13 Change Management Demo Tim Armstrong Slide 14 14 Change Management Futures Apply Approved Revisions to Open Working Projects Add Revision Hints to Bulk Material Screen Track Changes in Project Hardware Management and Project Material Management Track Changes to non-pricing data Cost Summary with Deltas for each revision Multiple Revision Delta Reports Separate Database for Working Projects Archive Project Revisions Slide 15 15 2013 PRO-TECH Users Group (day 1) Firebird Database Engine PRO-TECH v78 update changed from FB v1.5 to FB v2.5 Primary objective of v2.5 was to take advantage of Symmetric MultiProcessing (SMP) Firebird v2.5.3 due out Q2 2013 Three configurations available Superserver (default) Classic Super Classic Slide 16 16 2013 PRO-TECH Users Group (day 1) Superserver Shared cache Efficient use of server resources Single process Scalability issue Server issue affects all Example: two users working on hardware Slide 17 17 2013 PRO-TECH Users Group (day 1) Classic Server Dedicated cache for each connection Less efficient use of resources Requires more system RAM Separate processes Scalable Slide 18 18 2013 PRO-TECH Users Group (day 1) Super Classic (starting w/FB2.5) Single process, multithreaded Dedicated cache for each connection More efficient than Classic Creating threads cheaper than processes Scalable Slide 19 19 2013 PRO-TECH Users Group (day 1) Firebird Database Engine Conclusions: http://www.firebirdsql.org/manual/qsg25-appx-architectures.htmlhttp://www.firebirdsql.org/manual/qsg25-appx-architectures.html None out shines the other two on all fronts. Classic Server or Super Classic if system performance is impacted with many users or specific task affects other users. Super Classic is better for 64 bit systems Slide 20 20 2013 PRO-TECH Users Group (day 1) Database Backup Backup *.fdb files daily Three methods Operating system (o/s) Firebird nbackup utility Firebird gbak utility Operating system Tape, usb, external hard drive, MozyPro, etc. Database corruption can occur if user is in PRO-TECH and o/s backup occurs Slide 21 21 2013 PRO-TECH Users Group (day 1) Database Backup Firebird nbackup utility Main database file is locked .delta file created All transactions saved in.delta file Main database file can be copied via o/s Main database file is unlocked .delta file transactions applied to main db file .delta file deleted Incremental backups available Can be done while using PRO-TECH Slide 22 22 2013 PRO-TECH Users Group (day 1) Database Backup Firebird utility (gbak) Can be used to defragment a database. Backup Saves database structure Saves flat data Restore Builds database structure Inserts records Balances indices Slide 23 23 2013 PRO-TECH Users Group (day 1) Database Backup Options Operating system Schedule stop/start of Firebird service before/after backup software Stop/start of Firebird service Ends any open transaction Frees memory No one can access PRO-TECH while service is stopped If needed, restore time is determined by media Database compression possible before backup Slide 24 24 2013 PRO-TECH Users Group (day 1) Database Backup Options Operating system with Firebird nbackup Can be used in conjunction with o/s backup Can be done while database is in use Does not defrag database Slide 25 25 2013 PRO-TECH Users Group (day 1) Database Backup Options Firebird backup - gbak Can be used to create database backup file Can be done while database is in use If needed, restore may take several hours Backup file needs to be restored to test validity Firebird restore -gbak At least once every two months to defrag Balance of Backup time / File size / Restore Time Slide 26 26 2013 PRO-TECH Users Group (day 1) Database Backup Utility Backup_routine_svc.bat Interactive or scheduled Interactive will not delete any file; scheduled will Options to: Validate, Mend, Backup, and Restore (1,4) Backup and Restore only (2,6) 7zip *.fdb files (3,7) Slide 27 27 2013 PRO-TECH Users Group (day 1) Database Backup Utility Backup_routine_svc.bat Some configuration needed Slide 28 28 2013 PRO-TECH Users Group (day 1) Questions? Slide 29 29 2013 PRO-TECH Users Group ASSA ABLOY is the global leader in door opening solutions, dedicated to satisfying end-user needs for security, safety and convenience Slide 30 30 2013 PRO-TECH Users Group (day 2) Welcome Agenda 12:00- 1:00 ASSA ABLOY Opening Studio (AAOS) / BIM 1:00 2:00 Datamover AAOS import, project, price books 2:00 2:30 AAOS project in PRO-TECH 2:30 2:45 break 2:45 3:30 DOT ordering Doors, Frames, Hardware PRO-TECH website 3:30 - 5:00 Round table discussion Slide 31 31 2013 PRO-TECH Users Group (day 2) ASSA ABLOY Opening Studio (AAOS) Tom Lewis Datamover AAOS import PRO-TECH project import/export PRO-TECH pricebook import PRO-TECH project from AAOS import Slide 32 32 Data Mover Features Export a PRO-TECH Project (w or w/o Revisions) Import a PRO-TECH Project (w or w/o Revisions) Import an AAOS Project Export a PRO-TECH Project to AAOS Specify Database, Projects, Files Slide 33 33 Data Mover Demo Pete Limosani Slide 34 34 Data Mover Futures Direct Integration with PRO-TECH Import Support for Old Format Project Files (PRJ, PPRJ) Project Archive (Database to Database Move) Price Book Import (New Format) Slide 35 35 2013 PRO-TECH Users Group (day 2) PRO-TECH project from AAOS import Receive file, PROTECH_xxxx.AAOS1.txt, from DSS Loads: Openings Hardware, hardware sets, hardware set notes Door and frame information Review items after import Hardware items (look for information in brackets) Hardware list price Door/frame nomenclature Slide 36 36 2013 PRO-TECH Users Group (day 2) PRO-TECH project from AAOS import Review items after import Hardware items -look for information in brackets Slide 37 37 2013 PRO-TECH Users Group (day 2) PRO-TECH project from AAOS import Review items after import Hardware list price List price = $0 List price for generic item Items from ACP pricebooks Slide 38 38 2013 PRO-TECH Users Group (day 2) PRO-TECH project from AAOS import Review items after import Door/frame nomenclature Items imported as specified (Ceco or Curries) Easy to switch vendor - example Slide 39 39 2013 PRO-TECH Users Group (day 2) Questions? Slide 40 40 2013 PRO-TECH Users Group ASSA ABLOY is the global leader in door opening solutions, dedicated to satisfying end-user needs for security, safety and convenience Slide 41 41 2013 PRO-TECH Users Group (day 3) Welcome Agenda 8:00 8:30 Testing 8:30 10:00 Future Path / Road map 10:00 10:15 break 10:15 11:30 Accounting integration 11:30 12:30 Lunch 12:30 1:30 Round table discussion 1:30 2:00 Miscellaneous items Slide 42 42 Quality Assurance New Department at EDSS Automated Testing Tools Fully Scripted with Screen and Report Comparisons Regression Testing for each Application Build Use Case and Scenario based Testing (Requirements) Each New Test Case is Added to the Test Library Customer Databases & Projects for Stress Testing All Tests Executed in Multiple Environments Manual Testing Slide 43 43 Testing Life Cycle Features added, CR fixes, Software changes Unit Test outcome Fail Pas s Regression Test Release Specific Test Defect Test Stress Test Smoke Test outcome Fail Software Developer s QA (Beau) QA Tests Results are Tracked and Archived Development Team QA Team Slide 44 44 Testing Methodology Smoke Test The Smoke Test is a quick sanity check of the build. It tests the basic features of the build such as creating Hardware Sets, creating Openings and producing the Material Cost Summary. Regression Test The Regression Test contains a list of features and CRs that are used to test on every build. This test is to make sure that all previous features and previous defect repairs are not broken due to a new feature or repair. Release Specific Test The Release Specific Test validates the new features added to the release. It also tests internal code changes (e.g. conversions, algorithms). Successful test cases are added to the Regression Test Library. Defect Test The Defect Test validates the defect repairs added to the release. Successful test cases are added to the Regression Test Library. Stress Test The Stress Test determines the robustness of the software by testing at and beyond the limits of normal operation. Slide 45 45 Test Complete Defect Tracking Slide 46 46 Test Complete Execution Profile Green = CPU UtilizationBlue = Committed RAM Slide 47 47 Release 8.0 April 2013 Focus: Change Management Project Revision Tracking Delta Cost Reports Revision History and Summary Reports Data Mover for PRO-TECH and AAOS Updated Users Guide / Help Multiple Row Singleton Select Repair & Prevention Customer Requests & Defect Repairs Automated Testing Slide 48 48 Release 8.01 Summer 2013 Focus: Customer Requests & Stability Enhanced Change Management Features Enhanced Data Mover Features (Archive & Price Books) Grid Copy/Paste with Filtering; Performance Copy User Created Hardware from Existing Project QuickBooks Integration (PO, SO, Estimate) Material Ordering Worksheet PRO-TECH News Splash Screen Customer Requests & Defect Repairs Slide 49 49 Release 8.1 Late Fall 2013 Focus: Integration & Modernization User Interface Enhancements Customer Requests & Defect Repairs Modernize Detail Grid & Edit Project Hardware System Performance Enhancements Streamline Material Pricebooks in Projects contractERP Integration Enhancements QuickBooks Integration (Customers, Vendors, Inventory) TOAD Integration Componentized Update System Slide 50 50 Enhancing the User Experience PRO-TECH Welcome / Notification Screen Novice and Expert Navigation Opening Panel: Opening, Frame, Door(s), Hardware Set Integrated Add/Create Project Hardware Panel Workflow Navigation Windows 7 & Windows 8 Look and Feel Modifiable Report Formatting Simplified Quoting Barcodes, Tablets Web Interface Slide 51 51 Workflow Based Navigation Estimate Project Setup Bid Schedule Assign PO Order Receive Assign Shipment Ship Complete Slide 52 52 Enhancing the User Experience Demo Beau St Louis Slide 53 53 2013 PRO-TECH Users Group (day 3) Accounting Integration contractERP QuickBooks Generic export Custom export Slide 54 54 2013 PRO-TECH Users Group (day 3) Accounting Integration contractERP (cERP) Most extensive Allow cERP to search Hardware database for items (OTC) Accept PO information from cERP Update PRO-TECH information Send DOT orders Link customers Push project (PRO-TECH) to contract (cERP) Select portion of project to send by opening (frames, doors, hardware) Slide 55 55 2013 PRO-TECH Users Group (day 3) Accounting Integration contractERP (cERP) PRO-TECH will be able to launch cERP windows in browser and make changes in cERP Contract page Material List PRO-TECH will be able to check status of material in cERP to determine if change order is needed. Push ChangeOrder (PRO-TECH) to contract (cERP) Will be able to display Order status and Release status of individual items within cERP Inventory handled within cERP Slide 56 56 2013 PRO-TECH Users Group (day 3) Accounting Integration QuickBooks Link/align Customer and vendor records Push Estimate/Job to QuickBooks when Quote marked Won in PRO-TECH Push Purchase Order to QuickBooks when PO closed in PRO-TECH Push Sales Order to QuickBooks when Shipment marked Closed in PRO-TECH (would rather push Invoice?) Slide 57 57 2013 PRO-TECH Users Group (day 3) Accounting Integration QuickBooks Push Inventory from PRO-TECH Inventory project to QuickBooks Build two hardware sets in Inventory project Handed items Non-handed items Build Openings for needed hands and assign handed hardware set to them This results in handed and non-handed items for inventory. Will be able to use these items for comparison when sending PO to QuickBooks Slide 58 58 2013 PRO-TECH Users Group (day 3) Accounting Integration Generic export Tools | Accounting Export Used for MAS90/200 importing Slide 59 59 2013 PRO-TECH Users Group (day 3) Accounting Integration Custom export Two examples Pulling data from Purchase Order Pulling data from Scheduled Hardware by Phase (example) Lunch Slide 60 60 2013 PRO-TECH Users Group (day 3) Round Table iPad / Tablet access (example using Citrix Receiver) Hardware Types New types needed? PT for Power Transfer Division 10 items Order within set Existing Installation tools Request: Closer drop plate item vs option Slide 61 61 2013 PRO-TECH Users Group (day 3) Hardware Types Existing Slide 62 62 2013 PRO-TECH Users Group (day 3) Processing Is a process needed for carton? Is a process needed for pallet/skid? Is a process needed for removing item from shipment? Slide 63 63 2013 PRO-TECH Users Group (day 3) Processing Possible reports Barcoding Item Carton Pallet Slide 64 64 2013 PRO-TECH Users Group (day 3) Questions?