FLOUR-DANIEL REP SPEAKS AT SPG CONFERENCE---MENTIONS TAVA
SPG Year 2000 Conference and Expo coverage Dallas, October 22-24, 1997 Covered by Cliff Kurtzman, cliff.kurtzman@year2000.com For the Year 2000 Information Center, year2000.com
I'll be covering this conference in a series of three mailings over the next week or two. In this mailing are the following sessions:
Keynote Address: Because the future is in your hands... Vendor & Tools Selection Strategies Year 2000 Challenges with Petroleum Process Automation
I'll also provide in my final mailing a listing of the vendors at the conference and a comparative analysis of the relative strengths and weaknesses I found between this SPG conference and the DCI Los Angeles Year 2000 Conference I covered for this list in late August and early September.
If you wish to unsubscribe from this list or change your subscription address, please see the note at the end of this message. (Sorry, but "replying" to this e-mail won't work.)
Our special conference coverage is being sponsored by SCB Computer Technology, Princeton SOFTECH, Strategia, Reasoning, Inc., Edge Information Group, the Forecross Corporation, Prince Software, and Acceler8 Technology. You will find information from these organizations labeled as "Sponsor's Message" included with this coverage. These organizations provided the resources necessary to cover the conference, so please check out their web sites if you have a chance. Also, look for a special notice this week in your e-mailbox from SPG about their upcoming conference in Boston later this month.
First some disclaimers: some of the presentations I covered were given by people from organizations that my company has a business relationship with. Some (including SPG) are sponsors of the year2000.com web site and even this conference coverage, both of which my company (The Tenagra Corporation) operates in conjunction with de Jager and Company. To some extent, this is no different than a print magazine that does a story about a company that also happens to be an advertiser.
********** General Impressions
The conference was run in parallel tracks, so I could not attend every session. Of those sessions I did attend, I'm only able to briefly summarize some of the key points in the kind of forum that this newsletter provides. This coverage does not serve as a replacement for attending the conference, but hopefully it will give you some flavor for the issues being addressed by the speakers. Overall, the conference had a fairly heavy emphasis on embedded systems and the oil and gas industry, which is not too surprising given the Dallas location. I estimated that there were about 300 attendees at the conference.
********** Keynote Address: Because the future is in your hands...
Presenter: Ann K. Coffou, Managing Director, Year 2000 Relevance Service Company: Giga Information Group
Ms. Coffou described three key perspectives that organizations need to look at with regard to Year 2000: Computer Systems, Liability and Litigation, and Embedded Systems. In particular, organizations need to approach their Y2K projects as one of managing risks: business risks, personal risks, consumer risks, etc. Unfortunately, most businesses look at the Year 2000 problem as a strictly technical issue rather than as a strategic and business issue. She emphasized the need to examine your supply chain to determine those organizations that your business is dependent upon to stay in business. You then need to make sure your supply chain remains intact, or that you have back-up plans to deal with a failure in your supply chain should it occur.
Ms. Coffou noted that the state of Nevada has removed itself from liability for Y2K related problems and failures.
She observed how unfortunate it is that few mainstream newspapers cover Year 2000 on a regular basis. The Financial Times (in London) is really the only mainstream publication that covers Y2K on a dependable basis. (I don't recall if it was Ms. Coffou or another presenter at the conference who indicated that the Wall Street Journal had explicitly indicated that they did not intend to step up coverage on the issue until such time as business failures start to occur. By then, of course, it will be too late.)
Because many people in the U.S. are aware of the Year 2000 problem, it is often assumed that great progress is being made to correct affected systems. But this is often not the case. Ms. Coffou cited a Cap Gemini study indicating that only 1 in 6 Fortune 500 companies have begun implementing a full-fledged strategy to achieve Year 2000 compliance. See: year2000.com
Looking at Y2K from a global perspective, Ms. Coffou noted that, in the US, UK, and Canada, while many organizations are aware of the issues involved and are working on planning what to do about it, very few are actually working in a comprehensive fashion implementing solutions. Continental Europe and Australia/New Zealand are somewhat behind the U.S. While many organizations are aware of the problem, most are only just beginning the planning stage of figuring out what to do about it. In the Asian Pacific, Central American and South American regions, awareness levels are generally much lower, and many organizations are not even aware of the issues involved and how the situation will affect their businesses.
Ms. Coffou noted that there is just over two years left, which is not much time for a project of this magnitude. There is no time to delay if organizations are to avoid failures in mission critical systems.
********** Vendor & Tools Selection Strategies
Presenter: Nanda Nandkishore, President, nanda@year2000consulting.com Company: Millennium Consulting, Inc.
Purchasing tools to help in the implementation of a Year 2000 conversion offers numerous benefits. They can provide built-in expertise, accuracy, repeatability, and completeness. Rather than "reinventing the wheel," they allow an organization to increase its productivity and reduce the human resources necessary to address the conversion process, and they give the organization a better chance of completing its projects on time.
In addition to using tools to assist in a conversion process, consultants and service providers can also be helpful in reducing costs and in rapidly bringing expertise into your organization. Consultants and service providers can assist in building awareness in your organization, helping you through the tool selection process, helping you set up your Year 2000 Program Office, supporting your project management, and bringing you environment and language expertise.
Criteria you might look at in selecting a service provider are their experience in handling large projects and Year 2000 projects, the length of time they have been in business, the size of their past contracts and success rate, the qualifications of individuals that they propose to work with you, the breadth of tools that they plan to use, and the vendor's ability to meet your schedule. Also, consider what levels of guarantee the vendor is willing to provide and whether or not you believe the vendor is being realistic in what they are promising you in the way of results.
When choosing a tool to use in performing a conversion, you need to look at what environments and operating systems the tool will run in, what languages and release levels the tool supports, what components the tools support (e.g., JCL, Load Modules) and the maturity and vendor history with the tool.
Tools are available that address a number of aspects of a year 2000 project. Management Tools can provide project planning, methodology, resource estimation, and tracking. Management tools can help establish a repository capable of tracking component definitions, conversion status, and interdependencies.
Inventory Analysis, Assessment and Estimation Tools include application impact analyzers, program impact analyzers, data analyzers and cost estimation tools.
There are a wide variety of tools, vendors and approaches to automated code conversion. Some organizations set up an in-house lab, where people within the organization can use a set of tools and environment provided by the company to perform conversions on their own code. The advantage of this is that the people performing the conversions are the ones that are most familiar with their own code. The disadvantage of this approach is that each group making a conversion must learn the conversion tools and process for themselves.
More commonly, an organization will set up an in-house factory rather than a lab. The factory may be staffed by people from their own organization and/or by vendor provided personnel. In a factory environment, a group of people are trained in the use of a set of conversion tools, and then code from various parts of the organization is brought to them for conversion. The advantage of this approach is that the people making the conversion have the opportunity to learn the conversion tools and processes extensively, making them very productive in the conversion process.
A third approach is to establish an external conversion factory with a vendor. With this approach, there is no requirement for the organization to learn to use the conversion tools, but it is a requirement to package and ship the source code.
Mr. Nandkishore mentioned Peritus, Reasoning, MDI, and CCD Online as examples of vendors that provide tools for field expansion. Peritus, Reasoning, SEEC, DRI and CCD Online were mentioned as companies that support windowing.
Configuration Managers are tools that help track multiple versions of source code, and help track converted code as brought in from conversion factories. The learning curve for these tools can be significant if you have not used them before. Examples given were tools from Computer Associates and Intersolv.
Source and Data Comparison Utilities can help you verify what has been changed when the code comes back from being converted. These tools are useful in the creation of a testing strategy. Examples were given of tools from Compuware and Serena.
Data Conversion Tools allow the conversion of pre-existing data so that it becomes compatible with the revised software. For example, if you previously stored dates with two digits, but the revised software expects dates to be represented with four digits, then data files will need to be converted to a four digit format. Mr. Nandkishore indicated that most conversion factories provide data conversion facilities.
A variety of tools can aid in the conversion process. Date routines can be very helpful if making manual conversions or future maintenance of converted code. For example, IBM provides a set of date routines. Bridging facilities can provide data duplication between new and old formats.
Mr. Nandkishore talked about three levels of testing that it is necessary to perform. Regression testing makes sure that everything that worked correctly before the conversion process still works correctly after the conversion is completed. Regression testing tools work by comparing resulting screens, reports, and data files. Tools should have the ability to remove comparison of fields as specified.
Simulated Execution tools intercept system date requests, and return to the software a predetermined date. Examples of date simulators include tools from Viasoft, Mainware, Isogon, Prince Software, Computer Associates, and Compuware.
The third level of testing involves use of aged data files. Usually one takes existing data files and ages all the data by a pre-specified increment. This ensures verification that transaction dates will be properly handled in the programs. Dates are often aged by a period of 28 years in testing, because this interval allows the aged dates to fall on the same day of the week as the original dates.
Testing needs to ensure that all the modified code is executed. Test coverage analysis tools can help show which parts of the code are executed under which test cases. Online Capture and Replay Tools are useful for capturing screen output, and provide an ability to re-run an old test by simulating the same user input.
Mr. Nandkishore noted that no matter what your vendor may promise in the way of performance or results, you must consider testing to be your responsibility, and test any vendor delivered code yourself.
********** Year 2000 Challenges with Petroleum Process Automation
This session consisted of a short introduction followed by a question and answer session from a panel moderated by Jim Porter, who is a partner at Coopers & Lybrand. Other members of the panel included Phil Ihrig (pjihrig@amoco.com), who is a Planner in the Year 2000 Program Management Office at Amoco; Ron Quiggins, Director, Shell Services; and Lee Stogner (l.stogner@ieee.org), who is a Principal Consultant at Fluor Daniel. Mr. Quiggins also gave a keynote session at the conference, which I will be covering later.
Mr. Ihrig indicated that the biggest problem faced in the industry is process control. He estimated that in the petroleum business, fixing IT (information technology) applications is only 10-15% of the problem -- embedded systems are the big issue. The first step is to conduct an inventory to identify critical devices that need to be tested for Year 2000 compliance. Talking to manufacturers about their product's compliancy can be helpful, but it is only a start. Once delivered to a plant, components are often customized and built into systems, and this process introduces problems that the manufacturer may not be involved with or even aware of. It is essential but often difficult to schedule tests around the performance of other normal functions and operations.
Mr. Stogner indicated that there is a lot of denial within the industry that Year 2000 is anything other than an IT problem. But there are a lot of small instruments today that date stamp data and process it. A big problem within the industry is that there is a lot of equipment that has been working fine for a long period of time and there is no one left around who knows the details about how it works internally. Mr. Stogner also indicated the importance of setting up an office to manage tracking compliancy information on components. As an example, a tire manufacturer sent out 6,000 compliance letters to its suppliers, but only received 3 responses. An office needs to be responsible for following up on the responses and non-responses.
Mr. Porter emphasized that the real complexity of the job is not the technical solution but the task of integrating so many systems and components. You need to understand your vendor's timelines and how it fits with yours. If your vendor is too late in implementing an upgrade to achieve compliancy in their product, you may not have enough time to install that upgrade in your plant and test it before Year 2000 arrives.
A question from the audience asked what the overall Y2K status of the energy industry was today. Answers from the panel indicated that the oil and gas industry was, for the most part, in the late assessment phase and early implementation phase. The electric utilities industry is in the awareness and inventory stage, and for the most part not yet into implementation. The panel felt that, overall, the utilities industries are somewhat behind the oil and gas industries in addressing Y2K issues.
Mr. Quiggins noted that the oil and gas industry has identified Y2K as a "noncompetitive" issue and companies that are otherwise competitors are working closely together to solve their Year 2000 problems. Through a working group, these companies share information and trade stories. Telling senior management what their competitors are doing is very helpful in convincing them to take action, and everyone in the working group gains by their willingness to share this kind of information with each other.
A question from the audience asked how much plant testing would realistically be performed. The panel indicated that testing in this area is a very difficult and serious problem. Devices that are safety or operations critical will be tested. They look at their systems from the perspective of safety, revenue contribution, contractual obligations, environmental/regulatory requirements, and legal repercussions in order to prioritize their efforts.
A question from the audience asked what the various professional organizations are doing in this area. The panelists mentioned that the Institution of Electrical Engineers (IEE) in the U.K. has a web site that is a great resource for addressing embedded systems. (See iee.org.uk. They also mentioned high level articles in recent months from other professional societies:
Chemical Engineering, July 1997 Year 2000 or Bust che.com
Mechanical Engineering Magazine, September 1997 Millennial mayhem for manufacturing: Good morning, it's Jan. 1, 2000. Will factories function today? memagazine.org
Manufacturing Systems, September 1997 Year 2000 Special Report manufacturingsystems.com
Several questions were asked about how best to work with vendors to understand their compliancy status.
Most compliancy information that is available on the web addresses IT, not embedded systems. Two plant tool providers, Millennium UK and Tava Technologies have a Y2K methodology built into their tools and are building vendor compliancy databases to assist their clients.
A member of the panel suggested that it is helpful to establish a private web site (intranet or extranet) for your program office to give wide access to the equipment and vendor database you collect.
It was noted that PLC vendors seem to be very forthright about their Year 2000 compliancy problems, but Distributed Control System (DCS) vendors are not talking about their compliancy status, which is a big problem.
It was noted that when a vendor won't provide adequate answers to their compliancy status or detail what the costs will be to fix their equipment, it can be helpful to band together with others within your industry and trade groups to demand a response. Don't hesitate to take the issue up with your CEO and have them get involved if that is what it takes to get a response. It also helps to require that vendors that want to provide bids on ongoing services also provide compliancy information on equipment that they have supplied in the past. Vendor compliance letters also help you establish your legal standing and demonstrate due diligence on the part of your organization.
Finally, it was noted that this is not just an automation issue -- many functions in a plant involve human operators which may need training to deal with changes in their displays and interfaces.
End of part 1 of the SPG Dallas Year 2000 conference coverage. |