© 2005 Princeton Softech, Inc. Anatomy of a PeopleSoft

© 2005 Princeton Softech, Inc.

Anatomy of a PeopleSoft Archiving ProjectTop Issues to Consider

Jerry Schorn

Princeton Softech


Agenda: Addressing the Challenges

• Key challenges for PeopleSoft sites–Performance and service levels–Data retention compliance–Storage management–Data growth management–Application upgrades

• How can archiving help?


Common Symptoms• Missed deadlines for critical

business processes– End of period financial close– Payroll processing

• Deterioration in ad hoc query performance

• Recent audit findings around data retention

• Unplanned IT budget variances

• Upgrade projects on hold indefinitely


Components


Strategic Issues for Implementation


Assess • Evaluate priorities– Which modules exhibit “symptoms”?– Which versions targeted for sunset?

• Define project goals– May vary by module and version– Examples: speed payroll processing,

support audit readiness, optimize storage utilization, more


Classify • Identify Complete Business Objects– Historical reference snapshot– Examples

• Develop post-archive use cases– Who, what, how?– SLA for access– Retention requirements


Journals

Complete Business Object Example


Classification ExampleApplication Retention Archiving Access

RequirementsBusiness Objects

GL 3 Yearly Audit; Trend analysis

Ledgers, Journals, fully posted

AP 3 Yearly Audit; Trend analysis

Vouchers, Payments, fully paid and posted

Billing 3 Yearly Audit; Trend analysis

Invoices

Billing Interface

1 Quarterly Troubleshooting Billing input

Payroll 2 Yearly Audit Paycheck processing data and balances


Subset and Mask• Extract specific business

objects for testing– Subsets save space, speed

iterative testing cycles

• Mask confidential data to protect privacy– Support compliance with

government regulations and industry standards (HIPAA,, GLBA, PIPEDA, DDP, PCI)


Archive• Confirm processing accuracy

– Prevent orphans!

• Evaluate archive administration and controls – Functional condition checks– Application integration– Support for customizations

• Determine operational practices– Frequency of archive– Automated or manual operations– Online or offline


Functional Condition Checks Example

General Ledger Archive Ledgers and Journals for any Accounting Period, Business Unit and Ledger Group values

Accounts Payable

Archive Vouchers and Payments for any Accounting Period, Bank Set ID and Bank Code values

Accounts Receivable

Archive Items and Payments for any Accounting Date and Business Unit values

Billing Archive Invoices (as well as consolidated Invoices) for any Accounting Date and Business Unit values


Store • Determine format of archives– DBMS vs. file

• Define hardware targets– Number of tiers– Types of devices

• Define file management – Across storage tiers– Manual, or integrated storage controller

(IBM Tivoli, Symantec)


Infrastructure Example

DATA DATA

DATADATA

Tier I

Archive Server

CAS OpticalTier III

DATA

Tier II

DATA

DisposalTape

Financials v 8.4

Financials v 8.0

HCM v 8.3 HCM v 7.5


Access• Analyze use cases vs. cost of access

– Goal: match SLA to value to cost– Application independent access– Native application access

• Communicate access terms & conditions– SLAs– Resource provisioning

– Training on access paths • Retrieve from archive, reload to

temporary environment


Access ExampleAccess SLAs

Business Object

Native Access

Application Independent Access (Standard Reports – On Demand)

Application Independent Access – Queries (24 Hr IT Turnaround)

Delete

Ledgers (GL) Current – 2Y Years 3 - 5 Years 6 - 10 Year 11

Journals (GL) Current – 2Y Years 3 – 5 Years 6 - 10 Year 11

Vouchers (AP) Current – 2Y Years 3 – 5 Years 6 - 10 Year 11

Payments (AP) Current – 2Y Years 3 – 5 Years 6 - 10 Year 11

Invoices (AR) Current – 2Y Years 3 – 5 Years 6 - 10 Year 11

Retired Assets (AM)

Current – 2Y Years 3 – 5 Years 6 - 10 Year 11

Asset Input (AM)

Current Year Year 2 Years 3 - 10 Year 11


Dispose • Build cross-functional team– Business, legal, audit, IT– Business owns data, IT manages

supporting infrastructure

• Determine data deletion policies– Signoff by stakeholders– Which records to delete, and when

• Ensure orderly disposal– Automated or manual delete– Audit trails


Princeton Softech Optim™

• Single solution for managing enterprise application data throughout the information lifecycle

• Applies business rules to assess, classify, archive, subset, de-identify, store, retain and access enterprise application data

• Supports and scales across applications, databases, operating systems and hardware platforms

• Optimizes the business value of your IT infrastructure


Princeton Softech• Proven leader in Enterprise Data Management

– Solving complex data management issues since 1989– In-depth functional knowledge of mission-critical applications

and the business rules that govern them– Over 2,200 customers worldwide

• Including nearly half of the Fortune 500– Only true enterprise solution: across applications,

databases, hardware platforms and operating systems


Evolution of Partnership• PeopleSoft Tools and Technology Partner

– Regular meetings with PeopleSoft development

– Pre-GA software access

• January 2006: Oracle Consulting partnership to speed deployment of Optim™ enterprise data solution

• Only Oracle partner offering a single, consistent data management solution – validated by Oracle and applicable across entire Oracle stack– E-Business Suite, Oracle E-Business Suite, JD Edwards EnterpriseOne, Retek, Siebel

– All custom/packaged applications running on Oracle DBs

– Provides a future-proof path to Project Fusion


Optim: Widest Support for PeopleSoft Enterprise

• Financials– G/L, A/P, A/R, Billing, Asset

Management, Purchase Orders, Project Costing

• Human Resources– North American Payroll,

Base Benefits, Benefits & Administration, Time & Labor, Recruit Workforce, Global Payroll (Base, France, UK, Australia, Hong Kong), Canadian Payroll

• Supply Chain Management– Inventory, Order

Management • 7.5 and Above• Oracle, SQL Server,

Sybase, Informix, UDB, DB2 z/OS


Princeton Softech Clients – ERP Archiving

Puerto Rico

Federal Affairs Administration

State of Georgia


Documents

© 2005 Princeton Softech, Inc. Anatomy of a PeopleSoft