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How They Did It and What You Can Learn From It: A Customer Case Study for Refactoring a Mainframe to AWS

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Learn the objectives, approach, solution, lessons learned, and customer benefits Array Information Technology (ARRAY) realized by moving a mission-critical, Department of Defense mainframe to AWS. See why the customer decided on an automated COBOL-to-Java code refactoring solution and how this reduced risk, while applying a blended, agile, and traditional methodology.

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How They Did It and What You Can Learn From It: A Customer Case Study for Refactoring a Mainframe to AWS

  1. 1. Michael Acton Vice President, Solutions Certified AWS Architect Associate Array Information Technology October 16, 2019 HOW THEY DID IT: A customer case study for refactoring a mainframe
  2. 2. How they did it: A customer case study for refactoring a mainframe  Learn the objectives, approach, solution, lessons learned, and customer benefits realized by moving mission-critical Department of Defense mainframe applications to AWS  Understand why customers decide upon an automated COBOL-to-Java code refactoring solution and how it reduced risk, while applying a blended agile/traditional methodology 2 Overview  This webinar describes how large, complex COBOL applications can be recast as a modern Java applications running in AWS GovCloud  This information is based on several experiences and generalizes best practices and approaches to modernize legacy mainframe-based applications quickly, safely and inexpensively Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  3. 3. 3 About ARRAY Expertise  Agile DevSecOps  Application Development & Sustainment  Cloud, Migration, Optimization  Legacy Modernization  Cybersecurity Solutions  Architecture, Systems Engineering  Data and Analytics Solutions Customers Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  4. 4. Challenges, Objectives, Legacy System Solution Customer Benefits Lessons Learned Contact Information Questions Agenda 4Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  5. 5. Difficult to Obtain Hardware Components Difficult to Obtain Developer and Admin Skills Very High Operating Costs Legacy Closed Platform Needs to meet DoD Security and Auditing Requirements Challenges Do D L eg acy Main f rame CO BO L Ap p licat io n s 5 Difficult to Change Highly Customized and Optimized over Decades Critical Mission (no downtime) Poorly Documented Waterfall Methodology and Processes Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  6. 6. Objectives Do D L eg acy Main f rame CO BO L Ap p licat io n s 6 Improved Business Continuity Migrate to Virtualized HW or Cloud Low-Risk Major Upgrade (no mission impact) Meet DoD Security Requirements Retain All Business Logic, Reports, UI Screens Open Platform Documented using Automation Plentiful Technical Skills Reasonable Costs Easier to Change Agile and DevSecOps Elasticity Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  7. 7. Legacy System Characteristics Do D L eg acy Main f rame CO BO L Ap p licat io n s 7 Aging Mainframes Highly Optimized COBOL Application Large, Complex Code and DMS Baseline Mission Users located around the World Executes Millions of Mission Critical Transactions On-Premise Traditional Data Center Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  8. 8. 8 Solution Approach Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  9. 9.  Option 0: Do Nothing  Option 1a: Conv ert COBOL to Jav a, DMS to RDBMS, on X86 ― No Other Changes  Option 1b: Conv ert COBOL to Jav a, DMS to RDBMS, on X86 ― Use PaaS Services  Option 2: Repl atform proprietary COBOL on X86 using A NSI COBOL  Option 3: Total Re-write / Re-Dev el opment  Option 4: ERP / COTS Repl acement  Option 5: Repl atform COBOL on X86 using third -party Emul ator  Option 6: Rehost proprietary OS and COBOL to proprietary x86 hardware emul ator 9 Solution Options Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  10. 10. 10 Solution Analysis Refactoring DoD Mainframe Applications for Migration to AWS GovCloud # Solution Option Description Status Virtualized, On-Prem Cloud Project Duration Refactor, Migration Cost Operational Cost Mission Risk Modern Architecture Available Technical Skills 0 Do Nothing Business as Usual Risky 0 N/A 1a Convert COBOL to Java, DMS to Oracle RDBMS, NO CHANGES No Functional or Technical Changes Viable X X 1b Convert COBOL to Java, DMS to Oracle RDBMS, USE PaaS Change application to USE PaaS services (ie; DBaaS, IAM, etc) Viable X X 2 Replatform proprietary COBOL on X86 using ANSI COBOL ANSI COBOL on X86 Viable X X 3 Total Re-write / Re- Development Using Modern Architecture Expensive, Risky X X 4 ERP or COTS Replacement Redevelop using COTS Risky X X 5 Replatform COBOL on X86 using third-party Emulator Third-party emulators immature Risky 6 Rehost proprietary OS and COBOL to proprietary x86 hardware Emulator X86 OS version from OEM never became available Not Viable
  11. 11. 11 Solution Findings Solution 1a selected to start. Solution 1b is aspirational. Desired Outcome Technical Shortest Project Duration 0: No Nothing 2: Replatorm to ANSI COBOL Lowest Refactor & Migration Cost 0: No Nothing 2: Replatorm to ANSI COBOL Lowest Operational Cost 1b: Convert Java, Use PaaS 1a: Convert Java, No Changes Modern Architecture 1b: Convert Java, Use PaaS 3: Total Re-write / Re-Development Most Available Technical Skills 1a/b: Convert Java 3: Total Re-write / Re-Development Best Technical Overall 1b: Convert Java, Use PaaS Mission Best for Mission Evolution 1a/b: Convert Java 3: Total Re-write / Re-Development Best Solutions Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  12. 12. 12 Solution Overview COBOL-to-Java code automated refactoring to X86/RHEL platform Code advanced refactoring to remove COBOL design overtones Infrastructure moved to AWS GovCloud Note: The phases shown represents the plan that emerged. Solution 1a selected to start. Solution 1b is aspirational. Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  13. 13. 13 Phase 1: COBOL to Java Code Conversion Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  14. 14. 14 Phase 2: Refactor COBOL Remnants into Standard Java Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  15. 15. 15 Phase 3: Migrate Infrastructure from On- Premise to AWS GovCloud Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  16. 16. 16 Solution Details Data • Legacy COBOL/DMS Application Replaced by New Java/RDBMS Application • Data is Not Perfect, Efforts to Define and Cleanse have Improved Data Security • DoD Security and Compliance Requirements • DoD RMF Authority to Operate (ATO) • STIG Hardened Software and O/S • FedRAMP, DISA PA IL4/5 required for Cloud Test • Testing is Paramount for Conversions (#1 Risk) • Reuse Existing Test Cases (automated preferred due to iterations) • Continual Testing by Functional SMEs Performance • Mainframes and App was highly optimized • Good for speed, harder to change • Use EC2, AWS Horizontal and Vertical Scaling and Auto-Scaling High Availability • On Prem HA/COOP: Custom Solution per Application per site, AZs, and Regions. • AWS HA/COOP: Standard Solution for Applications, use AWS AZs and Regions Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  17. 17. 17 Customer Benefits Avoid Legacy Hardware and Software Risk Cost Savings due to lower Hosting and SW costs up to 83% recurring annual savings for some customers Modernize to Contemporary Application in AWS enables innovation Preserve Critical Mission Business Logic Take advantage of Cloud Benefits virtualization, elasticity, metering, etc Enable transition to an Agile DevSecOps Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  18. 18. 18 Lessons Learned Code conversion provides rapid, low-risk modernization option • Convert code directly, NO BUSINESS PROCESS REENGINEERING (BPR) CHANGES • Automated conversion preserves all functionality (reduces risk and timeline) • 60-90% conversion can be automated • Use conversion tools for automated refactoring • Database conversion needs early focus • Legacy Data Interface “Wrapper” made interfaces independent of back-end Functional Subject Matter Experts Needed Throughout Effort Testing, Verification, Advisement AWS Services Accelerates Innovation COOP/continuity, CI/CD, RDS, elasticity, … Bound Phases with Clear Success Criteria bound phases: code conversions, data transformation, refactoring, automated testing define success… Agile Methods Reduce Delivery Risk quicker deliveries, pipeline automation Consider Moving directly to AWS vs using an On-Prem intermediate step Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  19. 19.  Article: Lifting and Shifting the Air Force Retail Supply System ― Journal of Defense Analytics and Logistics  Blog Post: Automated Refactoring of a U.S. Department of Defense Mainframe to AWS ― AWS Partner Network (APN) Blog 19 More Information Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  20. 20.  ARRAY Cloud CoE: ― AWS Partner ― DoD-Level Security ― AWS Certified Personnel ― ARRAY Cloud R&D Labs  Expertise: ― Enterprise Cloud Strategy ― Rationalization Analysis ― App Cloud Assessments ― Business Case, ROI, TCO, Cost Mgmt ― Cloud Architecture ― Cloud Security ― App DevSecOps and SysOps ― App Refactoring ― App Migration and Optimization 20 ARRAY Can Help You! ARRAY Clo u d Cen t er o f Excellen ce ARRAY’s Cloud CoE provides affordable and secure solutions and expertise Refactoring DoD Mainframe Applications for Migration to AWS GovCloud
  21. 21. 21 Questions? Brad Barker, Client Executive brad.barker@arrayinfotech.com Michael Acton, Vice President, Solutions michael.acton@arrayinfotech.com Applied Innovation • Driving Mission Success www.arrayinfotech.com ARRAY specializes in transformative IT solutions for Government agencies and the commercial sector. For more information about our mainframe and legacy migration to AWS capabilities contact: Refactoring DoD Mainframe Applications for Migration to AWS GovCloud

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