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Network & Systems Infrastructure
C E N T E R F O L D  
U.S. Bancorp Banks on Integration Plan

  December 10, 2001
  By Kelly Jackson Higgins


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As part of its merger with Firstar Bank, U.S. Bancorp is rolling the two bank networks into one IP backbone and reconfiguring the combined company's desktops and servers.



The retail side of the bank is first in line for the desktop and server part of the integration project. That means converting Firstar's 13,800 IBM OS/2żbased retail desktops to Microsoft NT Workstation 4.0 and its more than 1,200 OS/2żbased servers to NT Server 4.0, the operating systems on which U.S. Bank's servers and desktops run. U.S. Bancorp also is installing a uniform set of applications for each department on all the merged bank's workstations.

U. S. Bancorp's tool for the project is U.S. Bank's desktop and server change- and configuration-management package, which also will let the growing bank push updates more quickly to its users and better track its software inventory.

Uniting Firstar's and U.S. Bank's 28,000 corporate workstations and 5,000 corporate servers to NT Workstation and NT Server will come later, likely in late 2003. The plan is ultimately to migrate to Windows 2000 for both retail and corporate desktops and servers.

The integration project hasn't been easy, though "in every merger, integrating the desktop technologies isn't as tricky as blending the corporate cultures," says Valerie Couch, manager of software distribution for U.S. Bancorp, Minneapolis, the parent company of U.S. Bank and Firstar Bank.

Before the merger, only the retail banking side of U.S. Bancorp had centralized desktop configuration, while each corporate business line handled its own desktops. At Firstar, the business units have traditionally driven technology, so desktop configuration and application deployment were decentralized there, too.

The result was application chaos after the merger. "Anytime you are trying to support 10 different versions of a piece of software, you're going to run into problems," Couch says.

So U.S. Bancorp is putting software distribution and configuration management for the entire bank into the hands of its IT department. "You don't want business units driving all the technology -- you want IT to do that," Couch says.

The bank is running LAN Supervision's (LSVi) Change Management Facility (CMF) application for the desktop and server integration effort on the retail side. That helps push the bank's desktop and server images out to users. "We're going to have standardized server and workstation images across all our retail banks," Couch says. This encompasses 2,400 banks and 35,000 users, she adds.

A scheduler program within the CMF pushes the desktop and server applications after-hours over U.S. Bancorp's WAN connection. "CMF uses an unattended installation method, so no one needs to be there to log on the workstations," Couch says.

As for changes to desktop and server management on the corporate side, the aftermath of the Nimda virus affected the organization's approach. The bank needed to distribute browser and antivirus updates to its desktops and servers after the virus outbreak, even though they weren't hit. Couch and her team used the CMF tool on the retail side of the house and updated 16,000 users in 1,200 sites in less than five days -- a task that took the corporate side of the bank several weeks to do with its distributed approach. Couch says the contrast convinced management to adopt the more efficient centralized architecture.

Because the change-management application is mainframe-based, it doesn't include a slick GUI. "It's not pretty, but it's robust and consistent," Couch says. The missing link is the software's lack of a remote-management feature for the workstations and servers. "We can go to the server and pull logs, directories and lists of files, but we need to use a secondary tool for remote control," Couch says.

Meanwhile, U.S. Bancorp is now testing Microsoft Active Directory for the bank's planned Windows 2000 rollout. The bank hopes to complete the integration of the networks, e-mail and other systems by 2003.

IT Department Info

  • Size of U.S. Bancorp's IT Staff: 2,000

  • Size of Couch's software-distribution Staff: Seven, expanding to 12 in Q1 2002

  • Couch's average workweek: 45 hours

  • Biggest Challenge: "Mergers. Banks are always doing them, and as soon as you feel everything is in place and the system is running smoothly, you have another environment to integrate."

  • Latest projects: Integrating Firstar branches from OS/2 to Windows NT and the CMF tool, converting corporate U.S. Bank/Firstar NT and Novell servers to the CMF software-distribution model, and in 2002 converting corporate U.S. Bank/Firstar workstations to the CMF model.

  • Coolest part of the job: "Constant involvement with emerging technology. Every day you have the ability to broaden your knowledge, with the advantage of being able to implement what you've learned."








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