System Automation

Today, system automation can mean a variety of things to a single person. My main focus used to be based on the UltraData (D+H) system, Ultrafis. I was able to automate our old system so it ran 24/7. We had over 300 scripts running on a variety of schedules. Everything from mundane tasks to full system purges and even automating a complete end of month cycle. Our credit union has roughly $250 million in assets and processes 365 days a year even though we are only open Monday through Friday. I share some of my resources so please feel free to ask for help!

As of 2/29/2020, we converted from UltraData to Keystone. The new system is much more open and easier to use! I will be adding scripts and notes as I become familiar with the new system. These examples will include SQL, JRXML reports, UI Batch Scripts in JavaScript and hopefully some Jar files from Java programs. Below are the available examples.

Corelation Keystone Examples...

SQL Dormancy Activity Report - By Account Level

Useful SQL Queries for Keystone

Batch File - Delete XML Files From Import Directory

Batch File - Purge Preview Export

UI Script - Duplicate Driver's License Number Warning

Batch File - Export All Keystone Tables in CSV

Meridian Link and Alogent FASTdocs...

How to modify your DocDownload program to import into Alogent FASTdocs

PowerShell Processing examples...

Email all Active Directory Users before their password expires - includes bullet points on how to change password using Windows 7/10 OS

EXPECT Automation examples...

DateFormats.exp - establish all your date variables
ExpectConfig.exp - set all your script variables

initiate-vch.exp - initiation script for all voucher printers
mirror_split.exp - mirror split through the udadmin menu
tape_backup.exp - tape backup and confirmation through udadmin menu
manual_merge.exp - manual merge of split mirrors through the udadmin menu
every-day-00.exp - how to schedule mirror split and manual merge scripts using one file along with time spacing to allow adequate time for online backups - this could be adjust to give you more time to restore your EOM account during the next business day
cb-experian.exp - how to upload your credit bureau file to Experian - create your file using CU438 file before running script

Ultrafis - examples...

Ultrafis, Subroutine, Dictionary, Recalls, Programs - examples...

Kasasa Account Rewards - all generated from the UltraData system, no need for a virtual server

SSN BUILD.FILE Recall - recall or PRPR from Ultrafis, move current file before creating today's export

TE.STATS and Dictionary Recall - recall from Ultrafis within TE.STATS file, how to get a summary of when your members are active using the online banking channel

MEMO.NO.EXPIRE Ultrafis Program - this program will search the MEMO file for any DIARY MEMOS that are missing expiration date and out put the results to a CSV file for correcting

OPER.STATS.ACTIVITY Ultrafis Program - this program will search OPER.STATS file for a specified date range. It will output the total transaction count done by each operator along with the date, branch and operator name.

UNIX Administration & Shell Programming - examples...

Script to rename files in specific directory to different name.
Script to read input file, search string and calculate final total of values matching text string.
Script to read /etc/security/passwd file, this will search for passwords changed within the past 24 hours and then convert the system time to readable time and send an email.
Script to read SR.FSP.SGON from the _PH_ directory - this file will contain all the FSP login details you need.

Batch File Processing examples...

Use 7z to compress log files, delete archived log files, then send ZIP file(s) to NAS or external drive
Check to make sure your Gateway Server is up and running, does a time stamp validation on the GW.log file for your Application Server

Batch File - Purge Preview Export

Cost - Free or $200

Information: setup this batch program and then run as needed to export the records before you run your monthly purge. This will export a summary report of counts and table names, as well as FM History items that will be purged during your next monthly scheduled purge. Files to archive are exported and can be retrieved from the /export directory. I will upload a test version so you can see what it does, then if you want a full version without any limitations I can provide you that binary file for your system.

Procedures - coming soon

Source Code - coming soon

Binary Download - Jar File

Zip Download - includes all files

Back to my other program examples!

UI Script - Duplicate Driver's License Number

Cost - Free

Information: warn the user about duplicate driver's license through the Keystone UI - setup the script using the steps below

FM > Script > Person ID MN DL Validation > Client > JavaScript > Client Transaction Work Area Option: None > Client Transaction Work Area Tab Option: No

FM > Table Dictionary > Person ID > FM Validation Script: Person ID MN DL Validation

Procedures

Source Code

Zip Download - includes all files

Back to my other program examples!

Batch File - Export All Keystone Tables in CSV

Cost - $5,000 to $25,000

Information: Exports the 500+ tables from the Keystone database. This includes any custom tables you have created. Each table comes with a format file for the vendor to use. I built this to use for our Analytics vendor Arkatechture. Price is dependent on whether you want the full Java file or just the Binary to run on your system.

Procedures

Zip Download - contact me for details

Back to my other program examples!

Kasasa Account Rewards

Be able to create dictionaries, create subroutines, create recall reports, build file exports, add job scheduler tasks, create shell scripts, and create/modify directories.

  • Directories needed
  • Shell scripts needed
  • Subroutines needed
  • Dictionaries needed
  • Recalls needed
  • BUILD.FILE exports needed
  • Job scheduler tasks needed
  • Miscellaneous items...

Back to my other program examples!