Xperience Readiness for Contracted Customers · – Other software: Microsoft Internet Information Server 7.5, .NET 3.5 and 4.5 under Server Roles/Features and .NET 4.6.2 • Hardware/virtual

© 2018 Jack Henry & Associates, Inc.®1 © 2018 Jack Henry & Associates, Inc.®

Xperience Technologies Rollout –Xperience Readiness for Contracted Customers

Jack Henry & Associates, Inc.®

© 2018 Jack Henry & Associates, Inc.®2

Legal Disclaimer: Dates contained in this presentation are

provided as estimates only and can be changed at any time

at the sole discretion of Jack Henry & Associates, Inc. This

information may not be incorporated into any contract and

should not be relied upon in making purchasing decisions.HANK YO FOR THE

OPPORTUNITY TO

SHARE JHA’S STORY


Webinar Disclaimer

• It is important to understand that with the high number of banks represented on this webinar, all topics will be covered at a high-level.

• Any bank specific questions or concerns should be scheduled by the Strike Team and the bank.

• Not all information presented today is applicable to every bank in attendance

• For those situations, please contact the Strike Team at [email protected].

– A representative will be in touch within 24 hours.

mailto:[email protected]


Overview of Process,Timeline, Expectations

Xperience Infrastructure Readiness

Xperience Integration Server Setup

Enterprise Identity Mapping/Single Sign-On

User Experience Configuration and Validation

Wrap-up

A

G

E

N

D

A

© 2018 Jack Henry & Associates, Inc.®5 © 2018 Jack Henry & Associates, Inc.®

Overview of Process, Timeline, and

Expectations


General Process Overview

Installation Readiness

Xperience Integration

Server Setup

SSO/EIM and iAdapter

(iSeries Only)

Core and Comp Product

Implementation

Validation Testing

Project Completion

Training and Rollout

Readiness

PhaseProject Phase Testing and Completion Phase


Bank Involvement and Expectations

• Typical bank time involvement – Framework – 4 to 8 hours

– Pre-implementation – 2 hours

– Implementation – 2 to 4 hours

– Validation Testing – 1-2 hours (WebEx)

– No downtime for your end users

– Without SmartTech access, bank involvement time may increase


Process and Timeline (Readiness Phase)

• Install dates confirmed?

• Rollout Self-Assessment completed and returned?

• Information sharing - Today's Webinar

• jXChange work effort - Server setup

• Strike Team - Enterprise Identity Mapping (EIM) and jAX

Browser


Expectations/ Next Steps (Readiness Phase)

• Cases will be opened – Master, EIM/SSO, Pre-Implementation, iAdapter

• Strike Team and jX contact will begin soon

• What can you start now?– Server Setup and Configuration

– Core profile set up

– SmartTech access

– Landing Zone PC set up

– Completion of eLearning Suite


Core Xperience Resource Needs (Readiness Phase)

• Landing Zone PC - One (1) dedicated workstation to be set up (Virtual or Physical)

– Must be equivalent to the end user workstations during the project and testing phase

– May be converted from physical to virtual desktop for on-going support purposes

– Requires remote access (WebEx or SmartTech)

– Accessible to Support (Xperience and jXchange management console (JMC)

– PC should be left in place for support purposes

– PC specs• Windows 7 or higher 64 bit OS• .NET Version 4.6.2 or higher

• Multiprocessor/Multicore 3 GHZ or higher• 8 GB RAM• 10 GB free disk space for Xperience


Core Xperience Resource Needs (Readiness Phase)

• Core Profile and Account Set-Up Required (SilverLake and

CIF 20/20 Only)

– A Core Profile is needed to complete the installation of Xperience.

– If In-House customer allows our use of their JHA profile, we can use

that instead

– Profile created to have access to SLUIMENU (SL) and XPMENU

(2020). Option Restricted = *No if applicable.

– The XperienceSupport domain/active directory user account will

need Local Admin access to the Landing Zone PC to install

Xperience


Process and Timeline (Project Phase)

• Webinar

• Cases Created

• Project Manager assigned - Point of Contact

• PM schedules and performs a Kick Off Call

• Implementation Week

• Note: During this week, it is important to know that your

work effort may not start on Monday and could last

longer than one week.


Expectations/ Next Steps (Project Phase)

• Your Xperience Project Manager will be your point of

contact once assigned

• Until that assignment is made, please use the

[email protected] email address for

issues/questions (also reference in your master case)

• Your assigned installer will communicate with you at

minimum one week before your install week


Process and Timeline (Testing/Completion Phase)

• The Strike Team will spin up a WebEx to test the new

screens

• Any issue found during testing will have cases opened to

help with tracking

• The Project Manager will be notified upon completion of

the Strike Team workeffort

• A final call to recap completed efforts and next steps will

be set up and completed by the project manager


Expectations/ Next Steps (Testing/Completion Phase)

• The Validation team will contact you after install is

complete to schedule a WebEx to test the new screens.

• Cases will be opened for visibility into any issues found

• Your Project Manager will be responsible for scheduling

a project completion call.

© 2018 Jack Henry & Associates, Inc.®17© 2018 Jack Henry & Associates, Inc.®




• FAQ – What do I need to know?

• Xperience Requirements

– Infrastructure requirements

– Self assessment checklist

– Gladiator Hosted Network Solutions (HNS) is option for having

JHA host Xperience servers for you


For Clients Portal

All JHA Banking Core

Customers have access to the Xperience page as

of 5/29


On Premise Servers• Xperience™ requires

a set of Enterprise Integration servers to be installed in your data center

• You can contract with Gladiator to host servers

– And even virtual desktops!!

CoreCoreIntegration

Servers

Integration

Servers


SQLIntegration Server App 1

Integration Server App 2

NLB

Active Directory

TCP

Integration Servers

1. Application

Servers (2)

2. Database Server

– Can use

existing

3. Interacts with

Active Directory

4. Load Balancer

– Usually MSNLB

1

2

3

4


jXchange/Xperience Framework Resource Needs• Server Requirements Summary

• Hardware/virtual machine (2 Application Servers)

– Windows Server 2012 or 2012 R2

– Multiprocessor\Multicore 2GHz or higher

– 100GB Free Space GB free disk space for the website and supporting files

– 16 GB RAM

– 1 GB Network Adapter

– Other software: Microsoft Internet Information Server 7.5, .NET 3.5 and 4.5 under Server Roles/Features

and .NET 4.6.2

• Hardware/virtual machine (1 Database Server)

– Windows Server 2012 or 2012 R2

– Multiprocessor\Multicore 2GHz or higher

– 150GBfree disk space for the website and supporting files

– 16 GB RAM

– 1 GB Network Adapter

– Other software: SQL Server 2014, .NET 3.5 and 4.5 under Server Roles/Features


Core Xp Client

Integration Farm

iSeries Integration Providersex: Synergy

Communication

1. User launches Xperience™ Client

2. Handshake with Integration Servers

– User authentication for Xp

– Synchronization of packages

– Retrieval of themes, favorites links

3. User launches Core Xperience™

– Core authenticates using Network Authentication

– Core data is retrieved directly from the core

4. Integration servers are used to connect to data providers

1

2

34

Core


Quickly get to the root cause and minimize risk

• Prioritize and focus on those areas having the greatest negative impact on user

experience

• Avoid needle-in-the-haystack troubleshooting exercises that don’t provide the

visibility necessary to examine all of your users and applications, all of the time

• Improve user satisfaction by analyzing the User Experience Profile. The UX

Profile is a composite average across nine metrics that are measured consistently

and trended over time, color coded to indicate performance.

Methodology of the Infrastructure Consulting

SAMPLE


Xperience™ Services: [email protected]

• Infrastructure Health Check

– One time or multiple combined with rollout; option for quarterly reviews

• Infrastructure Deep Dive

– Deep dive analysis of infrastructure, applications, and usage patterns

• Technology Planning

– Current and future state infrastructure planning including environments, disaster recovery/high availability, and upgrade strategy

• Physical to Virtual Analysis

– Review of current application usage to determine fit for virtual environment (Terminal Services, Citrix®, VMWare View)

• Infrastructure

• Reduce support

cases

• Maximize existing

resources

• Improve User Satisfaction

• Plan for the future





• Timeline– First deliverable belongs to the Financial Institution

• If not met, all project timelines are negatively impacted

– Server creation and configuration expectations• Have servers ready at least one month prior to the Core Xperience

installation date

• Work Effort – Application Update Manager– What is AUM?

• Server connectivity; jConnect or IP Source restriction

– How long will this set up take?• Infrastructure, Software Files Process, Security features



Enterprise Identity Mapping/Single Sign-On


Single Sign-On for Xperience

• Simple, seamless experience for the end user.

• Single sign-on (SSO) is a service that permits a user to

use one set of login credentials (username and

password) to access multiple applications


One User, Multiple RegistriesWindows Active Directory

IBM iSeries

First…

Identify yourself within the primary user

registry, Windows Active Directory.

Later…

As business requires, identify

yourself within the secondary

user registry, on the iSeries.


Enterprise Identity Mapping – A Practical Solution

• EIM is an IBM solution, already present on the iSeries

• It leverages Kerberos, which is already present in Windows Active Directory

• The thought process is simple and practical…

Source RegistryWindows Active Directory

green1

Target RegistryIBM iSeries

bankergreen

EIM Identifier

Mr Green


Registries Working Together

First…

Identify yourself within the primary user

registry, Windows Active Directory.

EIM

IBM’s Enterprise Identity Mapping

correlates account info from

the primary AD registry, withaccount info from the

secondary iSeries registry.

Windows Active Directory

IBM iSeries


Systems Working Together

IBM iSeries

Service Accounts Time Sync Accounts & Mapping

Support Account Network Ports PTF & Utilities Updates

DNS Entries LDAP, Kerberos & EIM

Windows Active DirectoryDomain Controller

Network Environment


People Working Together

• Jack Henry & Associates

– Tech Support Rep to guide your implementation

• Financial Institution

– Active Directory Admin with full rights to create accounts.

– Network/Systems Admin to assist with DNS, or Network Security

– IBM iSeries Administrator with sufficient authority for account creation

and configuration changes

or

– Administrator to handle Outlink Password and Profile Management


Preparing the iAdapter for Xperience

The iAdapter Communicates and Translates

For the Outlink Institutions, no assistance from your staff is required

For the In-House Institution new to jXchange

• O/S Verification (at least Version 5 Release 4 Mod 0)

• Installation and library additions

• User profile for JXCHANGE with some specific allowances

For In-House Institutions already leveraging jXchange

• Add the JHASYSIXP library

• Advise on memory needed (scales with number of institutions)


High-Level Project Review


General Project Overview

Installation Readiness


Server Setup


(iSeries Only)

Core and Comp Product

Implementation

Validation Testing

Project Completion

Training and Rollout

Readiness

PhaseProject Phase Testing and Completion Phase


Wrap-up


General Communication Plan

Strike Team Mailbox


Server Setup

IDG Case


Strike Team Case

Core and Comp Product Implementation

Installer emails and conference

calls

Validation Testing

AssignedConsultant email and

WebEx

Project Completion

PM Transition Call

Readiness

PhaseProject Phase

Testing and Completion Phase

At any time, please feel free to

use the Strike Team Mailbox at

[email protected]


Action Items and Next Steps

• Begin working on pre-implementation tasks

– Server Setup and Configuration

– Set up a Landing Zone PC and a remote access

mechanism

– Completion of eLearning Suite

• Be on the look out for contact from your assigned PM

• Be on the look out for EIM and Server Setup

communication


Additional Resources

The For Clients Portal offers great information on Xperience. Please use the

below link to begin using this great tool.

https://forclients.jackhenry.com/products-and-services/Core-Solution/XperienceFramework

https://forclients.jackhenry.com/products-and-services/Core-Solution/XperienceFramework


Questions

Server Setup Questions:

[email protected]

All Other Questions:[email protected]



Documents

Xperience Readiness for Contracted Customers · – Other software: Microsoft Internet Information Server 7.5, .NET 3.5 and 4.5 under Server Roles/Features and .NET 4.6.2 • Hardware/virtual