AM06 APPROACHES TO MANAGING YOUR HISTORICAL DATA Alexander Lutz, Brands4fFiends Tassos Vassilopoulos, SQLPerform

#NAVUGCongress Alexander Lutz brands4friends 2 YOUR PRESENTERS Tassos Vassilopoulos SQLPerform

#NAVUGCongress SQL PERFORM – WHO WE ARE Founded: 2003 Dynamics NAV & SQL Server experts EUROPE North America Focus: NAV performance on SQL Server Escalation Engineering Proactive Maintenance Longterm Monitoring Performance design guidance to Microsoft (NAV product dev)

#NAVUGCongress Proper Hardware Proper Maintenance Monitoring & measuring Application Tuning Business Intelligence Archiving SIX PILLARS OF PERFORMANCE 4

#NAVUGCongress WITH ARCHIVE-TOOLS ™ for dynamics NAV NAV DATA LIFECYCLE

#NAVUGCongress TYPICAL NAV SCENARIO NAV and SQL Server was sized and implemented many years ago NAV SQL database has grown to a large size Large number of records is slowing the system down

#NAVUGCongress NAV DATA LIFECYCLE & REQUIREMENTS 7 Create For day to day transactions Operational For reporting and business decisions Reference For fiscal and legal compliance Archive Discard

#NAVUGCongress Create For day to day transactions Operational For reporting and business decisions TRIMMED in Live DB COMPRESSED in Live DB Reference For fiscal and legal compliance ARCHIVED in Archive DB Archive Discard NAV DATA LIFECYCLE

#NAVUGCongress POSSIBILITIES

#NAVUGCongress FROM LIVE TO ARCHIVE 10 Live DatabaseArchive Database Archived Data Live Data trimmed compressed Archive Compress

#NAVUGCongress FROM LIVE TO ARCHIVE SAME NAV DATABASE 11 Live Database Live Data trimmed compressed Archive Compress Archived Data “archive company”

#NAVUGCongress A SQL Server or Dynamics NAV database? On the same server as NAV live Preferable Could be on slower storage Updatable or yearly archive? What about the NAV license? THE ARCHIVE DATABASE 12

#NAVUGCongress Concept of archive dbDatabase accessLicense required? (1)Pure SQL Server database Reading SQL Server tools, 3th party tools for reporting,.. NO  Full functioning NAV database Using NAV API YES NAV LICENSE REQUIREMENTS 13

#NAVUGCongress WHAT IS INSIDE THE ARCHIVE DATABASE? 14 Live DatabaseArchive Database Archived Data Live Data trimmed compressed COPY Archived data Other data Master data NAV System data Tables not suited for archving Tables out of scope for archiving

#NAVUGCongress Archive- Tools™ Perform- Archiving Perform- Compression Perform- Dataport ARCHIVE-TOOLS FOR DYNAMICS NAV

#NAVUGCongress PRINCIPLES USED 16 Live Database Archive Database Archived Data Live Data trimmed compressed COPY ARCHIVE COMPRESS

#NAVUGCongress  17 G/L Entry 45 G/L Register, 5823 G/L - Item Ledger Relation  21 Cust. Ledger Entry 379 Detailed Cust. Ledg. Entry  25 Vendor Ledger Entry 380 Detailed Vendor Ledg. Entry  32 Item Ledger Entry 5802 Value Entry 46 Item Register, 6507 Item Entry Relation 5832 Capacity Ledger Entry  7312 Warehouse Entry 7313 Warehouse Register 6509 Whse. Item Entry Relation TEMPLATES FOR COMPRESSION 17

#NAVUGCongress  Posted Shipments  Posted Sales Invoices & Credit Memo’s  Posted Receipts  Posted Purchase Invoices & Credit Memo’s  Sales & Purchase Archive  Production Orders  Transfer Shipments & Receipts  Warehouse related documents TEMPLATES FOR ARCHIVING 18

#NAVUGCongress NoNAV Table NameNoNAV Table NameNoNAV Table NameNoTable 17G/L Entry355Ledger Entry Dimension442IC Document Dimension5772Registered Whse. Activity Hdr. 21Cust. Ledger Entry355Ledger Entry Dimension5106Document Dimension Archive5773Registered Whse. Activity Line 25Vendor Ledger Entry358Production Document Dimension5107Sales Header Archive5802Value Entry 32Item Ledger Entry358Production Document Dimension5108Sales Line Archive5823G/L - Item Ledger Relation 43Purch. Comment Line359Posted Document Dimension5109Purchase Header Archive5832Capacity Ledger Entry 44Sales Comment Line379Detailed Cust. Ledg. Entry5110Purchase Line Archive6507Item Entry Relation 45G/L Register380Detailed Vendor Ledg. Entry5125Purch. Comment Line Archive6509Whse. Item Entry Relation 46Item Register405Change Log Entry5126Sales Comment Line Archive6650Return Shipment Header 110Sales Shipment Header416Handled IC Outbox Trans.5405Production Order6651Return Shipment Line 111Sales Shipment Line417Handled IC Outbox Jnl. Line5406Prod. Order Line6660Return Receipt Header 112Sales Invoice Header420Handled IC Inbox Trans.5407Prod. Order Component6661Return Receipt Line 113Sales Invoice Line421Handled IC Inbox Jnl. Line5409Prod. Order Routing Line7312Warehouse Entry 114Sales Cr.Memo Header424IC Comment Line5410Prod. Order Capacity Need7313Warehouse Register 115Sales Cr.Memo Line430Handled IC Outbox Sales Header5414Prod. Order Comment Line7318Posted Whse. Receipt Header 120Purch. Rcpt. Header431Handled IC Outbox Sales Line5415Prod. Order Rtng Comment Line7319Posted Whse. Receipt Line 121Purch. Rcpt. Line432Handled IC Outbox Purch. Hdr5416Prod. Order BOM Comment Line7322Posted Whse. Shipment Header 122Purch. Inv. Header433Handled IC Outbox Purch. Line5744Transfer Shipment Header7323Posted Whse. Shipment Line 123Purch. Inv. Line438Handled IC Inbox Sales Header5745Transfer Shipment Line7340Posted Invt. Put-away Header 124Purch. Cr. Memo Hdr.439Handled IC Inbox Sales Line5746Transfer Receipt Header7341Posted Invt. Put-away Line 125Purch. Cr. Memo Line440Handled IC Inbox Purch. Header5747Transfer Receipt Line7342Posted Invt. Pick Header 348Dimension441Handled IC Inbox Purch. Line5748Inventory Comment Line7343Posted Invt. Pick Line ALL TEMPLATES 19

#NAVUGCongress BEFORE & AFTER ARCHIVING IN ACTION

#NAVUGCongress DATABASE SIZE BEFORE & AFTER

#NAVUGCongress DATABASE SIZE BEFORE & AFTER

#NAVUGCongress GL ENTRIES – BEFORE ARCHIVING Drill Down 2,695 entries

#NAVUGCongress GL ENTRIES – AFTER ARCHIVING Compressed 61 entries Summarized by G/L Account Month Dimension (set) Can be customized Notice New Document No. Negative Entry No.

#NAVUGCongress GL BALANCE BY DIMENSION – BEFORE ARCHIVING

#NAVUGCongress GL BALANCE BY DIMENSION – AFTER ARCHIVING

#NAVUGCongress BEFORE ARCHIVING

#NAVUGCongress AFTER ARCHIVING Dimension information is retained

#NAVUGCongress NAVIGATE OLD ENTRIES Should be done from the archive database

#NAVUGCongress NAVIGATE IN THE ARCHIVE DATABASE Related documents available (depends on the scope)

#NAVUGCongress ARCHIVING PROJECT STEPS ? PROJECT METHODOLOGY

#NAVUGCongress Analyse Initial Analysis Table Sizing in Excel Distribution/Period Go/No Go Decision Configure In-Depth Analysis Prepare Templates Prepare UAT DB Run Templates Configuration Decisions Test Verify UAT DB Test Templates Validate Data Go/No Go Decision Prepare Execution Manual Setup Instructions Detail Process Instructions Test Go Live Go/No Go Decision Deploy Prepare Live DB Execute Templates Live PROJECT STEPS

#NAVUGCongress PERIODIC ARCHIVING – UPDATE DATABASE 33 Live DatabaseArchive Database Archived Data Live Data trimmed compressed Archive Compress

#NAVUGCongress PERIODIC ARCHIVING – NEW DATABASE 34 Live DatabaseYEARLY Archive Databases Archived Data year 1 Live Data Archive Compress Archived Data year 2 Archived Data year 3 Live Data trimmed compressed

#NAVUGCongress CONFIGURE PHASE - REQUIREMENTS 35

#NAVUGCongress Faster reports: Stock Valuation, Item Sales,.. Processes speed improvement: post G/L, Warehouse handling,.. Maintenance speed improvements: backups, rebuilding indexes & check database consistency Major ROI: Life expectancy of NAV solution prolonged. No need to consider T1 products, use NAV forever! RETURNS ON INVESTMENT 36

#NAVUGCongress Contact information Tassos Vassilopoulos Alex Lutz 37 THANK YOU FOR ATTENDING

#NAVUGCongress Reminders: Please download the session slides from the NAVUG Congress Community or through the Congress App Please complete your session survey in the Congress App 38 THANK YOU FOR ATTENDING

#NAVUGCongress