1. AMSI Hosting Options User Panel Discussion Presented by Brian Torney Session 107 Advantages of Self Hosting

2. Agenda Requirements of Self Hosted and AMSI Hosted Why Self Host vs. AMSI hosting –Databases –Custom Queries –Bulk Updates of Data –Data Validation –Data Management Self Hosting Infrastructure –Cost of Self Hosting –Advantages of extending your infrastructure –Technical Expertise –Software Updates and Hot Fixes Advantages of Self Hosting

3. Common Requirements Internet Access – T1 Modem Firewall Network PC Setups eSite, ePO & eFinancials Program Setups Server or Client Side Letter Setup Backup Solution (Hardware\Software or combination) Data entry or project conversions Advantages of Self Hosting

4. Additional Self Hosting Requirements Hardware: SQL Server Software: Windows Server 2003 MS SQL Server 2000 or 2005 Hardware: IIS Server Software: Windows Server 2003 Evolution Software Crystal Enterprise 10 Crystal Report Updater (AMSI) Self Hosting is only an ADDITION to your existing network Advantages of Self Hosting

5. Corporate Network Without Evolution Advantages of Self Hosting

6. Self Hosting Corporate Network Advantages of Self Hosting

7. Why Self Host vs. AMSI Hosting ? Three Significant Reasons : Publish Additional Databases Data Mining Flexibility Advantages of Self Hosting

8. Database Management Provides the ability of hosting additional eSite, eFinancial, ePO or other Evolution databases Production Training Previously Owned Prior Month Etc…..

9. Advantages of Self Hosting Deliver multiple data sets to users

10. SQL Custom Queries Allows you to mine information not available in eSite’s reporting. Ad-hoc Reporting Write custom SQL queries to produce on-demand reporting Crystal Reports Write custom SQL queries to use in Crystal Reports for professional-looking reports Advantages of Self Hosting

11. Bulk Updates of Data Scenario: What if you need to change the street addresses of all of the suites in a building? Go into Lease Changes and edit them one at a time OR write a SQL query to make the change in minutes. Advantages of Self Hosting

12. Data Validation Users do not always enter data correctly. Create SQL queries to flag questionable entries GDC uses about thirty queries as part of a single report to flag incorrect or questionable data entries. Allows us to correct data BEFORE it becomes a problem Example: Fix an incorrect date or recurring charge frequency Advantages of Self Hosting

13. Data Management The Lifeblood of Business is Data. Maximize the use of your data Custom Reporting Error Correction Data Recovery Database Deployment Data Recovery On-Demand Data Restoration Advantages of Self Hosting

14. Is a Self-Hosted Infrastructure too intricate to set up and administer ? Yesterday’s technology required far more intricate setups than are required today. Hardware is faster and cheaper. Firewall technology is more secure and easier to implement. Web administration is now just a part of network administrators normal tasks. Advantages of Self Hosting

15. What are the start-up requirements of self hosting ? Upgrading Internet Connectivity (T1) Hardware (2 Servers for IIS and SQL) Software (Operating Systems, Evolution, Crystal Enterprise) Consulting Fees ( EXCELLENT INVESTMENT !!!) Advantages of Self Hosting

16. What In-house Technical Expertise is recommended ? System Administrator (Network Admin) MS SQL Server Database Administrator Advantages of Self Hosting

17. Maintaining Evolution Software Hot Fixes Unattended installation when the systems are not in use. Normally Hot Fixes can be installed in less than a half hour per server. Start the Crystal Report Updater and let it update the new reports Put the Server Back On Line By installing Hot Fixes in this manner there is no user down time. Advantages of Self Hosting

18. Maintaining Evolution Software Evolution Program Version installations - Program version changes offer new challenges - eSite 4 to eSite 5 install took the system off line for about half a day Pick the install date and time that has the least impact on your organization – i.e. never near month end Normal business hours are best so you can reach AMSI’s tech support if needed Advantages of Self Hosting

19. Do I need to install Citrix or MS Terminal Server ? No ! Users on your LAN or VPN are logged on to your network. They can access Evolution directly. World Wide Web users can access Evolution through your Web Servers public address Advantages of Self Hosting

20. What are the advantages of installing Citrix or MS Terminal Server ? A Terminal or Citrix server allows Remote Users to log into their own personal desktop from the Internet. Users desktops can be set up to be a virtual clone of the pc in their office. You can provide network drive and program access allowing mobile users connections to the information they need while out of the office. Advantages of Self Hosting

21. What are the advantages of installing Citrix or MS Terminal Server ? Either may also be useful in delivering non-web based software to off site users. Prior to the delivery of eCommercial we were using a competitors Windows-based Commercial Management program. Our off-site users accessed this program via a secure connection (VPN) to our Terminal Server. This gave us the ability to have a third party management company work live on the same software that our company staff used. Advantages of Self Hosting

22. System Backups Your network stores all types of data. Choose and purchase a backup program. Back Up your data Nightly There are many types of backup methods. Tape Disk Electronic Off SiteTransfer (Microsoft Data Protection Manager) Advantages of Self Hosting

23. No Self Hosting Hardware or Server Software purchases Excellent Entry position for New Evolution installations Use AMSI’s Hosting Service to prep your data for Self Hosting Your IT Department is not required to maintain: Hardware Evolution or Microsoft Software Installation of Hot Fixes Backups What are the Advantages of AMSI Hosting Advantages of Self Hosting