What can you learn from our experiences?

Muthu Arumugham

Vice President, Technology

E-Z Data, Inc

Great ideas are contagious

Discussion Forum Format and not a monologue…

Agenda

Platform support for SmartOffice 6.0

Hosting Services Update

Conversion Services Group

Security Advisory Council

Integrations

SmartOffice 6.0 Technical Specification

J2EE 1.4 based application and J2EE 1.4 requires• Servlet 2.4 and above• EJB 2.1 and above • JSP 2.0 and above • JDK 1.5 and above

Client side requirement • HTML 4.0 • CSS 1.0 • JavaScript 5.5 • XML Process 3.0

Client side platform support • Window 2000 and above • IE 6.0 and above

SmartOffice 6.0 Platform Support

App Servers • Websphere 6.1 and above • Weblogic 9.1 and above • Tomcat 5.5 and above

Oracle • 10gR2 and above • Dropping support for 9i and 8i

DB2 • 8.3 and above • Dropping support for 7.x

Hosting Services Update After four years ….

First retail customer in Mar 2003After four years…• 4,000+ retail users • 1,000+ small businesses • 99.8% uptime for the last 24 months • Proactive monitoring with SmartMonitor

Corporate Customers (partial list) • Ameriprise Financials (four different systems) • Wachovia Insurance Services• HSBC Insurance Services • NFP (a.k.a Partners Financial) • CPS – a BGA

Hosting Services

What can you learn from our experience • Best practices of monitoring• Best practices of DR/BCP • Best practices of maintenance

Team of 35+ people dedicated for hosting operations • System Administrators• Database Administrators• Network Administrators• Security Administrators • J2EE/Tomcat Administrators • 24x7 NOC analysts

Hosting Services

How can you take advantage of our hosting services?

Conversion Services Group (CSG)

A new service group within E-Z Data to perform end to end data conversions• CDS• Act • Goldmine

Based on best practices of converting 4,000+ SOO users and corporate implementations

How can you take advantage of CSG’s services? • E-Z Data resources (e.g. Raju) are available

here to help you

Security Roadmap

Proactive and Periodic Auditing • Policies, Procedures and Processes

audits • Ethical Hacking • Vulnerability Threat Assessment (VTA) • Penetration Testing

Security Advisory Council (SAC)

1 year term

Membership• 4 from corporate clients• 2 practitioners from the security industry

Let us learn from each other’s experience

Great opportunity for networking of like minded people

One meeting per quarter

No more than 2 hours of commitment every month

Integration Options

SmartIntegrator• Launching third-party and homegrown web/windows applications• Event-based data push from SmartOffice • On-demand update of SmartOffice data • Pulling/pushing data from integration middleware (e.g. MQ Series)

DataXchange Enterprise• Synchronizing large volumes of legacy or third-party data on a

daily/weekly basis • Leads distribution • Synchronizing user/hierarchy data between LDAP and

SmartOffice DataXchange Online

• Timely updates of pending cases, appointments, contracts, licenses

• Distribution of inforce policy values

SmartIntegrator

A very mature and proven integration strategy • Pre-packaged integrations with 3rd party

applications • Custom integrations

Empower your developers with • SmartIntegrator Training • SmartIntegrator JumpStart Package

Web Services and SOA

SmartIntegrator is a data access layer • Objects and Properties• CRUD methods

WSDL for Data Services and Business Services

Reshuffling the code to expose reusable components as “services”. Examples, • Send Form letter as email• Check activity conflict • Get Duplicate Contacts

Quick ReferenceRight Tool for the Right Job

# Requirement Tool Comments

1 Launching Web/Windows application – 3rd party or homegrown

SmartIntegrator You can build SI Adapter or E-Z Data can build it for you

2 Synchronizing Legacy or 3rd party large volume of data on daily/weekly basis

DataXchange Enterprise You can use commercial ETL (e.g. Informatica) or build your own DXE adapter or E-Z Data can build the adapter for you

3 Leads Distribution DataXchange Enterprise DXE is preferred for its robustness. Alternatively a custom solution can built using SI too

4 Synchronizing user/hierarchy data between LDAP and SmartOffice

DataXchange Enterprise DXE is preferred for its robustness. Alternatively a custom solution can built using SI too

5 Event based data push from SmartOffice

SmartIntegrator SI with Data Event Listener

Quick ReferenceRight Tool for the Right Job

# Requirement Tool Comments

6 On-demand update of SmartOffice data

SmartIntegrator Build SI Adapter to make a Web Service or other calls to get the data and update SmartOffice

7 Pulling/Pushing data from integration middleware (e.g. MQ Series)

SmartIntegrator Build SI Adapter to connect to the integration middleware

8 Timely update of Pending case, Appointment, Contract, License

DataXchange Online For Manufacturers: provide the data extract in ACORD/NAILBA formats

For Distributors: make certain that your major carrier partners provide data through DXO

9 Distribution of inforce policy values

DataXchange Online The most cost effective way for both carriers and advisors to distribute and receive updated inforce policy values

10 SSO Integration SmartOffice configuration change

Virtually, a configuration change in the application if you follow the industry standard for SSO

What can you learn from our experiences?

Muthu Arumugham

Vice President, Technology

E-Z Data, Inc