Migration & More Info San Diego, ACH Annual Meeting 2011 Gianna Monsch, aerwise

February 2011 SIS P3 – ACH meeting – Migration and More2 Agenda – Migration & More Info  Learning About SIS  Website  Principal Documents – ISPG, Signup Guide, Airline Business Case  Discussion Forums  Help – Computer Based Training & User Guide, Online Help  Workshops  Technical Migration  Your Migration Activities  Signup Guide  Participation Agreement  Connectivity Testing  Certification Slots & Scheduling  Timelines

February 2011 SIS P3 – ACH meeting – Migration and More3 Learning About SIS

February 2011 SIS P3 – ACH meeting – Migration and More4 #1 – SIS Website (  SIS Website being re-structured and content updated  The website has all general public information:  Overviews of SIS (e.g. timelines)  Documents (Migration Guide, ISPG, Sample Files, Airline Business Case, etc)  Bulletins  Presentations and Webcasts  Discussion Forums  Workshop Information

February 2011 SIS P3 – ACH meeting – Migration and More5 #2 – Principal Documents  Airline Business Case (ABC) – Where to get started with the benefits and costs of SIS Airline Business Case (ABC)  Integrated Settlement Participation Guide (ISPG) – The definitive guide to interfacing with the IS platform – file formats, available reports, etc. Will also include best practices from other participants. Integrated Settlement Participation Guide (ISPG)  Signup Guide – Describes steps for migrating to IS and provides technical details. More detail provided in next section of this presentation.

February 2011 SIS P3 – ACH meeting – Migration and More6 #3 – SIS Discussion Forums  SIS Discussion Forums are the primary source for information not found on the website and documents – only for questions containing confidential  Separate website but content copied to the main SIS website  Browse / search on the main website, login / interact on the forums website  Discussions forums for all types of questions – functional, migration, timelines, etc  Read instructions at, and get connected now

February 2011 SIS P3 – ACH meeting – Migration and More7 Help with IS-WEB  Computer Based Training (CBT) – The CBT is a computer application with walkthroughs and exercises which show how to use IS  User Guide – Similar to the CBT, but the User Guide is a reference document which goes into more detail for a particular step  Both the CBT and the User Guide will be function-oriented, and describe screens as part of the bigger picture, e.g., How to Run a Report or How to Reject a Billing. Release in June  Online Help will be available on each IS-WEB screen and describe each element, form, or button in detail, though not necessarily part of the bigger picture. Released as part of IS-WEB screens.

February 2011 SIS P3 – ACH meeting – Migration and More8 Workshops  Global workshops will be organized (LIM, PEK, NBO) for March to May 2011 which will provide for final push into SIS  Goal is to provide in-depth details on IS solution, IS-WEB screens, business process changes, and system changes  These two-day workshops aim to bring greater understanding of SIS to the airlines. For those that have missed previous meetings like RA44, these are great opportunities to learn about the added value that SIS can bring to the current interline billing and settlement process  Attendees will need to have a basic level of information – having understood ICH UG and reviewed the ISPG

February 2011 SIS P3 – ACH meeting – Migration and More9 Technical Migration

February 2011 SIS P3 – ACH meeting – Migration and More10 Migration Passenger and Cargo  Hard cut-over old IDEC  At SIS go-live: switch from ATPCO to SIS  Old IDEC discontinues 12 months after SIS go-live  Non-migrated billed carriers receive one old IDEC file each month  Includes transactions from non-migrated billing carriers as today  Includes prime billing transactions from migrated billing carriers  Non-prime billing transactions from migrated billing carriers only in IS-WEB  Migrated billed carriers receive two types of files each month  Monthly Old IDEC with transactions from non-migrated billing carriers as today  Weekly IS-Format with transactions from migrated billing carriers For more information see RA44 presentations

February 2011 SIS P3 – ACH meeting – Migration and More11 Migration Miscellaneous  Miscellaneous invoices can be migrated  at any time  with any kind of Charge Category and Charge Code And  by using IS-WEB as a billing and  IS-XML as a billed carrier

February 2011 SIS P3 – ACH meeting – Migration and More12 Your Migration Activities

February 2011 SIS P3 – ACH meeting – Migration and More13 Signup Guide  Will include details on signing up and migrating to IS  Summary of participation agreement, and how to complete and return it  Entering your profile data  Details on Connectivity & File Testing  Details on contacting IS support  Release April 2011

February 2011 SIS P3 – ACH meeting – Migration and More14 Participation Agreement  The participation agreement must be signed before you log into IS for the first time – even to set up your profile information or to use sandbox  Relatively concise agreement. Will reference the rules in the Revenue Accounting Manual and supplement with sections such as:  Prices & Charging  Data Confidentiality  Like other IATA agreements:  It is a multilateral agreement – not a negotiation  It must be signed by somebody with proper authority  Attachments include info that must be returned – such as initial designated super user  The agreement is being reviewed by SIS SG and ACH  Release April 2011 (*) (*) Please note that all participants migrating to SIS will need to sign and return the SIS participation agreement to IATA. This agreement will govern access to the Integrated Settlement platform and enable viewing, editing, or loading of company data (no charge until SIS Go-live) and upload/download of invoice data (uploading is charged).

February 2011 SIS P3 – ACH meeting – Migration and More15 Profile Updates  Your profile needs to be completed before go-live – even if you don’t plan to migrate to SIS immediately  Your profile identifies you to migrated participants that will be billing you (location information, contact users, etc) and what types of files you’ll receive from IS  Some information will be pre-populated for you from ICH, ACH, and RA databases  Member codes, legal names, clearing house statuses, contacts (RA, ICH, ACH)  All data will have to be either validated or completed by you  It might be done off-line via a template  After signup (agreement completed) and before go-live (before end of September 2011).

February 2011 SIS P3 – ACH meeting – Migration and More16 Sandbox  The sandbox will be completely automated and allow you to upload IS format files (IS-IDEC and IS-XML) and receive a validation report, or to download example files (IS-IDEC and IS-XML)  Will return: File passes validation report, or a list of the errors that occurred, in the same format as will be produced in IS after go-live  The sandbox does not allow you to demo other IS-WEB functionality (e.g. reporting or entering transactions)  The validation will be based on your profile (e.g. SMI (clearing house indicator) must be valid)  Available August 2011 for those that signed their agreement and set up their profile and will not be shut down (available after go-live)

February 2011 SIS P3 – ACH meeting – Migration and More17 Connectivity Testing  System connection to IS needs to be established for IS files (IS-IDEC, IS- XML) and old IDEC (unless you use iiNet)  Needs to be done before go-live, when old IDEC switches to IS  Declare your intentions to SIS Operations team when returning the agreement, or afterwards No participation agreement  No connectivity testing  No (old) IDEC* * After go-live

February 2011 SIS P3 – ACH meeting – Migration and More18 Certification Process  To submit a file (IS-IDEC or IS-XML) after go-live you will need to pass a “test” for that billing category (e.g. Pax Rejections) and certify that you can produce a valid file  Certification is not required for IS-WEB  You can use sandbox for unlimited testing before your certification slot  Successful certification process is not subject to charge

February 2011 SIS P3 – ACH meeting – Migration and More19 Timelines Your ActivityDates Signup Guide and Agreement release to industryApril 2011 Sandbox Testing (for IS format files)August 2011 onwards Connectivity Testing (including for old IDEC)August 2011 – September 2011* File Testing & Certification (for IS format files)August 2011 – September 2011* * Should be completed before a carrier will migrate, but will be available indefinitely

February 2011 SIS P3 – ACH meeting – Migration and More20 Questions? We’d be glad to address all your questions through the SIS Forums, register for an account at:  20 Thank you.