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Managing Oracle Applications Data … Smarter

Managing Oracle Applications Data … Smarter. No part of this presentation may be reproduced or transmitted in any form by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of Princeton Softech, Inc.

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Managing Oracle Applications Data … Smarter

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  1. Managing Oracle Applications Data …Smarter No part of this presentation may be reproduced or transmitted in any form by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of Princeton Softech, Inc.

  2. Information Powers the Organization • Information is an increasingly valuable – and costly – organizational asset • Goals: minimize risk, reduce costs, and increase flexibility... • By aligning IT investments according to evolving information value Structured Semi-Structured Unstructured

  3. Challenge: Database Growth 2003 2002 2001

  4. How much? How fast? “With growth rates exceeding 125%, organizations face two basic options: continue to grow the infrastructure or develop processes to separate dormant data from active data.” Source: META Group 2003

  5. Data Growth Impacts Business Process • As Transaction Data Accrues… • Longer batch cycles • Resources and maintenance increases • Increased storage and processing costs • Batch window crosses into prime time • Impacts to the business process

  6. What’s Driving Data Growth? • High-volume online transaction processing: • Customer facing eCommerce applications • ERP/CRM • Supply chain applications • Record retention requirements: • Financial Services – Sarbanes-Oxley • Healthcare – HIPAA • Pharmaceutical – 21 CFR 11 • Financial – IRS and SEC Rule 17a-4 • Multiplicity of data: • Multiple operational, development and testing environments • Disaster recovery and business continuity • Routine backup and recovery

  7. Data Retention Example • SEC Rule 17a-4 • Retain records for six years from close of account or termination of associated employees • Keep records in an "easily accessible place" • Produce records immediately if the records are located in the office where the request is made • Produce records within three business days if the requested records are located off-site • Display requested records electronically in a local office and immediately produce printed copies to satisfy Rule requirements

  8. 200 GB Production 200 Backup 200 Disaster Recovery 200 Development 200 Test Quality Control 1 4 3 6 2 5 200 Total Size = 1200 GB Data Multiplier Effect

  9. Database Growth: Can’t Ignore It …continue to add • People • Processes • Technology …continue to limit • Performance • Availability • Time for other projects ProductionDatabase

  10. Alternatives • Add more capacity • Bottom line impact • Uncontrolled cost spiral • Institute rigorous database tuning • Does not directly address data growth • Reaches point of diminishing returns • Delete/ purge data • Legal and data retention issues • Data may be needed for data warehousing • In-house development • Complex undertaking • Application specific • Support/upgrade/maintenance/opportunity cost

  11. What Can We Do? “Deploying a successful database archiving strategy is critical to ensure database availability.” “Organizations should incorporate data archival policies within current design or implementation plans to maintain future performance and reduce related costs.”

  12. - About Princeton Softech • Providing relational data management solutions for enterprise IT since 1989 • Global company; 2000+ customers in 30+ countries • Recognized by Gartner, Giga and META as market leader • Pioneered enterprise database archiving and test data management segments • Partners with industry-leading database, enterprise application and storage solution providers

  13. Manage Enterprise Data…Smarter Pre- Production Data Production & History Data ClarifyCRM PeopleSoft Oracle Apps RelationalTools for Servers Archive for Servers Archive for DB2 Relationship Engine Legacy Oracle SQL Server Sybase Informix DB2 UDB DB2

  14. Archive Production Data Historical Historical Reporting Reporting DR DR DR DR DR BU BU BU BU BU Live Live Live Live Live Near line Near line Near line Near line Offline Offline Offline Offline Production Production Production Production Production Archive Archive Archive Archive Archive Archive Archive Archive DBMS DBMS DBMS DBMS DBMS DBMS Storage DBMS DBMS DBMS Storage Storage Storage Compare Compare Compare Compare Refresh Refresh Refresh Refresh Results Results Results Results Test Data Test Data Test Data Test Data Streamline Test Data Test Test Test Test DBMS DBMS DBMS DBMS Edit Edit Edit Edit Test Data Test Data Test Data Test Data Smaller Production DB; Lower Cost

  15. Archive Files Active Archive Database Production Database Archive & Restore Archive Files Data Access (locate, browse, query, report) Princeton Softech’s Active Archive Solutions • Reduce the amount of data in the application database • Remove obsolete or infrequently used data • Maintain “business context” of archived data • Enable easy user access to archived information • View, research and restore as needed • Support data and storage management strategies

  16. Solution Overview • Support for Oracle Applications versions 11.0 & 11i • Financials • Manufacturing • Supply Chain • Human Resources • Projects • Transparent access to data via standardOracle Applications forms and reports • Pluggable archiving framework designed to support predefined archive templates and local customizations

  17. Archiving Oracle Financials Data Archiving Historical Data Active Archive Database General Ledger GL – Balances, Journals … AP – Payments, Invoices, Vendors… AR – Receipts, Invoices … FA – Depreciation, Adjustments Payables Production Database Receivables Assets Locate, Browse, Query, Report . . . Data Access

  18. ArchivedData ProductionData Transparent Access to Archived Data • Seamless access to BOTH archived and production data via Oracle Applications • Leverages “Responsibility” to access data, using standard Oracle forms and reports • Steps to view archived data: • Login • Select Responsibility • Access archived data, production data or BOTH

  19. Archive Workbench • Manage and report on the lifecycle of the entire archive process • Current location of the archived data • Run archive jobs • To the active archive database • To Offline storage • Restore • Detailed Reporting on the Archive Process • Request date and time • Current status • Module and user • Criteria used • Number of records archived from each table

  20. Verification Engine • System Verification Diagnostics • Comprehensive top to bottom configuration analysis/validation • Archive Process Diagnostics • Performs application validation prior to archiving data • Verifies and matches table structures in the active archive database • Oracle Patch and Upgrade Checking • Detects mismatches • Provides upgrade procedures

  21. Acquisition Disposal Frequent Access Minimal Access Sporadic Access Information Lifecycle Management • All data has a lifecycle • Parameters differ over time • Business value • Access requirements • Performance requirements • Store and manage accordingly

  22. Customer Success - AVX • Who is AVX? • Kyocera Group company • manufacturer and supplier of electronic components • Challenges • Implement a single global instance without adversely impacting business • Avoid business disruption during software upgrades • Reduce frequency of hardware upgrades • Maintain consistent database size and performance • Reasons • Consolidation will grow the database by magnitudes • Need to implement database archiving before adding the largest manufacturing site (70,000+ WIP move transactions daily)

  23. Customer Success - AVX • Implementation Approach • Business requirements • Decrease upgrade time • Focus staff on core competencies • Prepare for archiving during the definition phase of the global IT solution • Provide user community with transparent data access • Results • First phase: installed, configured & implemented in one week • Consistent database size and performance • Smaller test environments; refresh quickly

  24. Improved Performance • Faster response time • Increased productivity • Satisfied customers • Improved Availability • Cost Containment • Postpone hardware upgrades • Postpone software upgrades • Deliver competitive advantage • Faster batch cycles • Ready for business • Transparent access Database Archiving Benefits Summary

  25. 200 GB Production 200 Backup 200 Disaster Recovery 200 Development 200 Test Quality Control 200 120 GB 120 GB Production 80 GB 120 Backup 120 Disaster Recovery Total Size = Total Size = 720 GB 1200 GB 120 Development 120 Test Production Data Active Archive Data Quality Control 120 Saving 480 GB (40%)Primary Storage Archiving Reduces Database Volume

  26. Streamlining Application Environments • Multiple environments required • Application deployments • Customizations • Upgrades • Patches • QA database • Training, Staging, etc. • Challenges • Space • Time • Cost

  27. Typical Approaches • Purchase additional disk space? • Stretch the project timeline? • Discontinue one of your current projects? • Most common solution: • Share test and development databases • among projects/teams

  28. Dev QA Managing Oracle Applications Test Data • Extract precise subsets of related data to build realistic, “right-sized” test databases • Create referentially intact subsets • Remove the bulk of production data • Minimize the load on testing and staging servers • Speed iterative testing tasks with reusable processing definitions and Extract Files to ensure consistency • Browse and edit complex relational data from multiple tables in a single display Production Database Test

  29. Create, Review, Edit Templates • Add or Remove tables • Include new DB objects • Functions • Packages • Procedures • Rules • Sequences • Views

  30. Creating a Subset using a Template • Criteria can be based on one or more modules • All Date Values • GL Date • Transaction Date • Default Effective Date • Sets of Books • Organizations • Status • Invoice number(s) • “And/Or” combos • More…. Define your criteria…

  31. Benefits • Maximize allocated disk space • Increase number of test/ dev environments • Reduce infrastructure costs • Realize development and test efficiencies • Reduce the cycle times for test upgrades • Reduces time and resources required to backup and maintain non-production environments

  32. Manage Enterprise Data…Smarter Pre- Production Data Production & History Data ClarifyCRM PeopleSoft Oracle Apps RelationalTools for Servers Archive for Servers Archive for DB2 Relationship Engine Legacy Oracle SQL Server Sybase Informix DB2 UDB DB2

  33. Questions David Stevens Princeton Softech dstevens@princetonsoftech.com 609.627.5500

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