INT402: Sybase Unwired Products for Mobile Transaction Management

1. INT402: Sybase Unwired Products for Mobile Transaction Management Katie Neben Sr. Product Manager katie.neben@sybase.com Sheila Wood Lead Architect sheilaw@sybase.com August 15-19, 2004

2. Agenda • Mobility Business Challenges • Mobility Business Applications • Enabling Mobile Solutions – the platform • Mobile Solution Demonstration

3. The Enterprise. Unwired.

4. The Enterprise. Unwired. Industry and Cross Platform Solutions Manage Information Unwire Information Unwire People • Adaptive Server Enterprise • Adaptive Server Anywhere • Sybase IQ • Dynamic Archive • Dynamic ODS • Replication Server • OpenSwitch • Mirror Activator • PowerDesigner • Connectivity Options • EAServer • Industry Warehouse Studio • Unwired Accelerator • Unwired Orchestrator • Unwired Toolkit • Enterprise Portal • Real Time Data Services • SQL Anywhere Studio • M-Business Anywhere • Pylon Family (Mobile Email) • Mobile Sales • XcelleNet Frontline Solutions • PocketBuilder • PowerBuilder Family • AvantGo Sybase Workspace

5. Business Needs – People Unwired • Increase effectiveness of workers anywhere, anytime • Provide occasionally connected users access to enterprise applications • Enable input from mobile workers to update enterprise systems and databases in real time • Allow workers to launch complex business processes remotely whether in the office or being mobile • Maximize utilization of existing information system investments and achieve the highest possible ROI for any new investments • Minimize risks associated with new technology adoption • Support the ease of building and deploying new applications • Support Services Oriented Architecture adoption

6. Workforces’ Information Needs Mobile Email Contacts, Tasks & Schedules Search & Reference Workforce Dispatch Enterprise Information Mobile Transactions Business Metrics Mobile Collaboration

7. Specific Information Needs Information Types • Database • Web Content – Public and Private • Alerts and Real Time Business Analytics • Status of business processes Variety of Back-Ends • Existing Applications • Web interfaces • Middleware • Web Services • Proprietary System Interfaces • Communicate with multiple generations of infrastructure • Such as MOM, EAI, BPM, Web Services, DBMS, Virtual DBMS

8. Scenario #1 – Field Sales • Salesperson out in the field needs: • Customer addresses, phone numbers • Maps to assist with driving directions • Customer issues and resolution status • Status of customer orders and information on any delays – why and timing impact • Mobile tools for creating a purchase order • Email and calendar access • Alerts from co-workers or alerts from automated processes • Reference information on products • Product pricing

9. Order Fulfillment Process Customer info system is updated (e.g. Siebel) Accounting system updated with order revenue info. Device synchs & updates enterprise DB upon connection via cradle or hotspot Create Purchase Order Local device w/ resident DB updates w/new info Order fulfillment process Initiated SAP updated with order info. Update Customer Phone # Sales Rep sent Target delivery date Shortages or problems = alerts to sales rep for customer information Scenario #1 – Field Sales Information Flow

10. Scenario #2 – Mobile Repair Person • Mobile Repair Person needs: • Customer addresses, phone numbers, information on services provided to customer • Maps to assist with driving directions • Description of customer problem any information from customer regarding problem • Access to repair manuals – for reference • Real time alerts for information which may affect him (e.g. utility workers obtaining status of other transformer repairs) • Real Time schedules – where to go next, what to do next • Repair reporting systems – to inform central management of status

11. Automated Update Process Update CRM systems with customer information Review customer services and installation description At site – conduct technical evaluation.. Device synchs & updates enterprise DB upon connection via cradle or hotspot Update customer charge systems for repair time Receive work order for next action Request reference information on customer systems Look up Customer Location - map Update customer issue systems Log notes of problem, customer install, reaction etc. Review reference information. Review customer problem description Update work order system w/status Scenario #2 – Field Force Information Flow

12. Technical Concerns Expense • Education, Development, Equipment and Maintenance • Low cost delivery for stable and large transfers Mobile Network Realities • Increased Security Concerns • Unreliable connectivity Delivery Support • Synchronization • Data integration for multiple information sources Development Environment • Scalability, reusability, standard support, Web Services, SOA

13. Technical Needs – Secure Infrastructure • “Architected” Unwired Enterprise platform • Security for mobile and on-line applications • Support for multiple data access methods • Databases • Web Services • Packaged enterprise applications • Legacy applications • Support for multiple messaging systems • Standards-based platform for integration, process management, and monitoring • Data consistency between mobile / on-line environments • Manageability for mobile occasionally connected users without adversely affecting enterprise system performance • Flexibility, scalability, need to reuse components across applications

14. Infrastructure Integration Challenges Business Issues: • New endeavors in changing times require adaptive approaches • Creation of cross-organizational applications • Implementation of stringent information protections • Needs are constantly in flux – need adaptability and scalability Technical Issues: • Mitigate risk by decoupling mobile and enterprise infrastructures • Cost management through avoiding systems replacement • Selection of the best cross-application orchestration platform • Adoption of technologies supporting a services oriented architecture • How to visualize data & content across multiple sources • Multiple platform interoperability

15. Best Choice!! Mobile Enablement Options • Purchase a customized proprietary solution • May be expensive • May have interoperability issues • May not meet all business users needs • Should be easy and fast to get up and running • Hand code a solution • Each solution is unique – one for Dept. A and one for Dept. B • Ongoing maintenance is costly and updates – needed as systems change are difficult • May be the cheapest “first cost” or license cost option • Utilize a platform to build all solutions as they emerge • Provide re-usability • Speed development • Ease maintenance and changes as underlying systems change

16. Sybase Unwired Products : Details

17. Unwired Products - Benefits • Fast enablement of new mobile technology • Simplifies development and deployment of mobile technology with standards-based proven technology • Clear progression from simple mobile deployment to enterprise scale architecture • Reduces future risks of incompatible technology • Ability to respond to events in real time • Event and process monitoring – including complete BAM • Product offering designed to meet your specific need – add optional packages as needed • Fully integrated solution • Build small today and grow – the platform is in place – not just for mobile

18. Sample Mobile Enablement • Mobile Enablement • No Change to Existing Applications • Bi-Directional • Rich Web Services Support Mobile Dashboards Mobile Portals B2BAdapter App.Adapter Rich Mobile Applications and Local Databases ORDER ENTRY Unwired Orchestrator • Service Enable Closed Apps • Build Multi-Application Services\ • Integrate UDDI • Aggregate / Measure / Report on Services-Based Accesses SYBASE Synchronized Document Delivery BILLING DB2 MESSAGE BUS Local Web & Document Storage INVENTORY ORACLE Capture data events from heterogeneous data sources, and application Delivery Generate and Respond to Service Requests

19. Unwired Orchestrator Functionality Easily Manage Events and Orchestrate Processes • Apply processes, logic steps, rule bases to long and short running processes • Perform content-based transformations, enrichment & routing • Manage failures through compensating processes • Multiple deliver methods: messaging, dbms, web services, adapters • Easily transform into endpoint-specific formats Performance Measurement in Real-Time • Aggregate events into Measures of Performance • Count, measure, display and report on business events in real-time Alerts & Notifications • Alert or notify individuals and groups from events & thresholds, etc. • Facilitate User Self-Enrollment Enhanced Connectivity • Web Services, RDBMS, Adapters, B2B, ERP & CRM adapters

20. Unwired Orchestrator Functionality Orchestrate Events Across Complex Infrastructures • Deliver to multiple endpoints, while keeping apps “in agreement” Hasten Response to Failures • Assure process failures are detected, tracked and resolved • Assure that processes are understood, visible and auditable Facilitate Rapid Innovation, Reuse, and SOA • Unwired Orchestrator supports the adoption of a SOA architecture - all endpoints are services • Object reuse: rules, formats, schemas and maps may be saved for reuse • Complete business processes may be saved as web services for reuse • The solution is standards based to insure interoperability with new and existing solutions Best Usability in the Market • User focused GUIs – separation of the logical and physical layers • GUIs built upon the Eclipse framework for consistency and integration with other Eclipse applications

21. Security Concerns are Addressed • Protect Information in Flight • Use transport layer security to protect data “on the wire” and in the air • TLS framework for encryption, keys, and certificates of authentication (RSA and Certicom) • Protect Information at Rest • User authentication and authorization • Poison pill for continued hacking attempts • Enterprise centralized user management • User controlled access to enterprise data • Protect Organizational Infrastructure • Support for enterprise firewalls and proxies • Interoperate with existing security solutions

22. CRM,ERPSupply ChainCustomer WebPartner Web MESSAGE BUS Real-Time Auditing Compliance MESSAGE BUS Portals Web Sites, B2B Workflow Apps WEB SERVICES & SOA Mobile DeliveryRich Client Thin Client Synchronized Dashboards Alerting Reporting DBMS Unwired Orchestrator Functionality Unwired Orchestrator: • Analysis • Transformation • Filtering • Enrichment • Transactions • Monitoring • Aggregation • Dashboards • Reporting • Notification Legacy Applications • Orchestrate Reliable Delivery Processes • Deliver via Web Services & SOA • Measure & Deliver Real-Time KPIs • Simplify User Notification & Alerting

23. Sample Solution Architecture Alerts and Notifications • Unwired Orchestrator Process Orchestration Transformation Routing Transactions Monitoring Aggregation BAM Dashboards Reporting Alerts/Notification Web Services Pocket PC Application/ Stock Clerk Staging Database Warehouse Applications Management Dashboards Reporting Reader Reader Reader Reader Active & Passive Reader/Tags/Standards

24. Real Time Location Services – Sample Conceptual Architecture PRESENTATION LAYER Web and Mobility Presentation PROCESS LAYER Orchestration INTEGRATION LAYER App Web App ERP CRM Legacy Modeling Layer PERSISTENCE LAYER Database RFID Network Services RFID NETWORK App Device Abstraction PHYSICAL LAYER RFID Reader RFID Reader RFID Reader RFID Printer PLC Myriad Active and Passive Reader/Tags/Standards

25. Sample Scenario Defined • RFID readers scan shelves to asses inventory levels • Web Service with info sent to Unwired Orchestrator to launch business process • If inventory = 0 …. alert sent to manager • Inventory levels are compared against shelf level thresholds – too low – must restock • Restock request sent to local warehouse • Local warehouse inventory level checked • Restock amount is noted for stock person – if warehouse level now below warehouse threshold – order placed to supplier • Restock information is sent to a local DB for the stock person to access via Pocket PC • Stock person synchs and gets info on what to stock, where it is located in warehouse, its store shelf location, and price – so they can validate prices are correct on store shelves

26. Solution Demonstration