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

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

3. 2013 PRO-TECH Users’ Group (day 1)
Round table / training
Break

4. 2013 PRO-TECH Users’ Group PRO-TECH Change PRO-TECH New Faces
Future
New Faces
PRO-TECH Expansion
PRO-TECH Improvement

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

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

7. 2013 PRO-TECH Users’ Group PRO-TECH Improvment DB Upgrade (V7.8)
Change Management (V8.0)
V8.1 and beyond.....
PRO-TECH Improvement

8. 2013 PRO-TECH Users’ Group PRO-TECH Expansion
12 new customer in last 5 months
PRO-TECH Expansion

9. 2013 PRO-TECH Users’ Group PRO-TECH Future
BIM (Building Information Modeling)
UI Upgrade
Integration Seamless Flow!
PRO-TECH
Future

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)

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.

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.

13. Change Management
Demo – Tim Armstrong

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

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

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

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

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

19. 2013 PRO-TECH Users’ Group (day 1)
Firebird Database Engine
Conclusions:
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

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

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

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

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

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

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

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)

27. 2013 PRO-TECH Users’ Group (day 1)
Database Backup
Utility
Backup_routine_svc.bat
Some configuration needed

28. 2013 PRO-TECH Users’ Group (day 1)
Questions?

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

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

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

32. Export a PRO-TECH Project (w or w/o Revisions)
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

33. Data Mover
Demo – Pete Limosani

34. Direct Integration with PRO-TECH
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)

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
14661, 14342

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[]
14661, 14342

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
14661, 14342

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
14661, 14342

39. 2013 PRO-TECH Users’ Group (day 2)
Questions?

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

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

42. Automated Testing Tools
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

43. QA Tests Results are Tracked and Archived
Testing Life Cycle
Regression Test
Features added, CR fixes, Software changes
Release Specific Test
Fail
Smoke Test outcome
Unit Test outcome
Fail
Pass
Defect Test
Software Developers
Stress Test
Development Team
QA Team
QA (Beau)
QA Tests Results are Tracked and Archived

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.

45. Test Complete – Defect Tracking

46. Test Complete – Execution Profile
Green = CPU Utilization Blue = Committed RAM

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

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

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

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

51. Workflow Based Navigation
Project
Setup
Estimate
Bid
Schedule
Assign PO
Order
Receive
Assign
Shipment
Ship
Complete

52. Enhancing the User Experience
Demo – Beau St Louis

53. 2013 PRO-TECH Users’ Group (day 3)
Accounting Integration
contractERP®
QuickBooks™
Generic export
Custom export
14661, 14342

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)
14661, 14342

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
14661, 14342

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?)
14661, 14342

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
14661, 14342

58. 2013 PRO-TECH Users’ Group (day 3)
Accounting Integration
Generic export
Tools | Accounting Export
Used for MAS90/200 importing
14661, 14342

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
14661, 14342

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
14661, 14342

61. 2013 PRO-TECH Users’ Group (day 3)
Hardware Types
Existing
14661, 14342

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?
14661, 14342

63. 2013 PRO-TECH Users’ Group (day 3)
Processing
Possible reports
Barcoding
Item
Carton
Pallet
14661, 14342

64. 2013 PRO-TECH Users’ Group (day 3)
Questions?