Managing

Oracle Applications Data

…Smarter

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22004 Princeton Softech, Inc.

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 UnstructuredUnstructured

Semi-StructuredSemi-Structured

StructuredStructured

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Challenge: Database Growth

200120022003

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How much? How fast?

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Current Data

Historical Data

“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

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As Transaction Data Accrues…

Longer batch cyclesResources and maintenance increases

Increased storage and processing costsBatch window crosses into prime time

Impacts to the business process

Data Growth Impacts Business Process

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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

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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

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Total Size = 1200 GB

6 200Quality Control

Data Multiplier Effect

1

Production 200 GB

5

Test 200

4

Development 2003Disaster Recovery 200

2 Backup 200

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…continue to add– People– Processes– Technology

…continue to limit– Performance– Availability– Time for other projectsProduction

Database

Database Growth: Can’t Ignore It

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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

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“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.”

What Can We Do?

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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

-

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Pre- Production Data

Production & History Data

OracleOracle SQLServer

SQLServer SybaseSybase InformixInformix DB2

UDB

DB2 UDB DB2DB2 LegacyLegacy

Relationship Engine

RelationalTools for Servers

Archive for DB2

Archivefor Servers

ClarifyCRMPeopleSoftOracle Apps

Manage Enterprise Data…Smarter

142004 Princeton Softech, Inc.

Archive Production Data

Smaller Production DB; Lower Cost

OfflineArchiveStorage

Near lineArchiveDBMS

ProductionDBMS

LiveBU

DR

HistoricalReporting

OfflineArchiveStorage

Near lineArchiveDBMS

ProductionDBMS

LiveBU

DR

OfflineArchiveStorage

Near lineArchiveDBMS

ProductionDBMS

LiveBU

DR

OfflineArchiveStorage

Near lineArchiveDBMS

ProductionDBMS

LiveBU

DR

ProductionDBMS

LiveBU

DR

HistoricalReporting

Streamline Test Data

TestDBMS

RefreshTest Data

CompareResults

EditTest Data

TestDBMS

RefreshTest Data

CompareResults

EditTest Data

TestDBMS

RefreshTest Data

CompareResults

EditTest Data

TestDBMS

RefreshTest Data

CompareResults

EditTest Data

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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

Data Access (locate, browse, query, report)

Production Database

Active Archive

Database

ArchiveFiles

Archive Files

Archive&

Restore

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• Support for Oracle Applications versions 11.0 & 11i

• Financials

• Manufacturing

• Supply Chain

• Human Resources

• Projects

• Transparent access to data via standard Oracle Applications forms and reports

• Pluggable archiving framework designed to support predefined archive templates and local customizations

Solution Overview

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Archiving Historical Data

GL – Balances, Journals …AP – Payments, Invoices, Vendors…AR – Receipts, Invoices …FA – Depreciation, Adjustments

Locate, Browse, Query, Report . . .

Data Access

General Ledger

Payables

Receivables

Assets

Production Database

Active Archive Database

Archiving Oracle Financials Data

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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

ProductionData

ArchivedData

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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

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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

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Information Lifecycle Management

All data has a lifecycle Parameters differ over time

– Business value– Access requirements– Performance

requirements Store and manage

accordingly

Acquisition

Frequent Access

Sporadic Access

Minimal Access

Disposal

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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)

232004 Princeton Softech, Inc.

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

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Database Archiving Benefits Summary

Improved Availability• Faster batch cycles• Ready for business• Transparent access

Cost Containment

• Postpone hardware upgrades• Postpone software upgrades• Deliver competitive advantage

Improved Performance• Faster response time• Increased productivity• Satisfied customers

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Archiving Reduces Database Volume

Total Size = 1200 GB

200Quality ControlTest 200Development 200Disaster Recovery 200Backup 200Production 200 GB

Total Size = 720 GB

120Quality ControlTest 120Development 120Disaster Recovery 120Backup 120Production 120 GB

80 GB

120 GBProduction Data

Active Archive Data

Saving 480 GB (40%)Primary Storage

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Streamlining Application Environments

Multiple environments required– Application deployments– Customizations – Upgrades– Patches– QA database– Training, Staging, etc.

Challenges– Space– Time– Cost

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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

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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

ProductionDatabase

TestQA

Dev

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Create, Review, Edit Templates Add or Remove

tables Include new DB

objects – Functions – Packages – Procedures – Rules– Sequences – Views

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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…

312004 Princeton Softech, Inc.

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

322004 Princeton Softech, Inc.

Pre- Production Data

Production & History Data

OracleOracle SQLServer

SQLServer SybaseSybase InformixInformix DB2

UDB

DB2 UDB DB2DB2 LegacyLegacy

Relationship Engine

RelationalTools for Servers

Archive for DB2

Archivefor Servers

ClarifyCRMPeopleSoftOracle Apps

Manage Enterprise Data…Smarter

332004 Princeton Softech, Inc.

Questions

David Stevens

Princeton Softech

dstevens@princetonsoftech.com

609.627.5500