Recent developments, Product Roadmap & new product launch

Nett change from 4.20

Version 4.20 (released March 2015) Infrastructure Include Date Offsets in all ‘standard’ Purge-it! modules’ Processing Options Enhance Date Offset functionality to start calculations based on: System date Calendar periods/years, or Fiscal periods/years General Ledger Additional validation back to Payroll system (F0618) and Accounts Payable for HR/Payroll Changed ‘un-processed serviced billing transaction’ validation into a Processing Option Changed from hard- to soft-coded Process all transactions in the Master BSFN, for speed and efficiency

Version 4.20 (released March 2015) Accounts Receivable Process Drafts in the purge and archive routine, and not just mark them as ‘Held’ Inventory Process all transactions in the Master BSFN, for speed and efficiency Lot Number and Location can now be summarized out, by a new Processing Option Ability to process transactions with a zero GL date added via a new Processing Option

Version 4.20 (released March 2015) HR/Payroll Introduced the HR/Payroll module across all JD Edwards releases Purge-it! Custom module Special functionality added for 21 CFR Part 11 audit tables, to cater for their non-unique Primary Keys

Version 4.26 (released May 2015) Infrastructure Purge-it! for JD Edwards release 9.2 created Purge-it! Custom module Can now process from a ‘Join Table’, to improve performance in certain circumstances

Version 4.27 (released Jan 2017) Infrastructure New application added for automatic Table and OCM generation when installing the software New application - Purge IT Session Dashboard Graphical Power Form – Alert, Analyse, Act – used for monitoring individual Sessions New application - Purge IT Environment Dashboard Graphical Power Form – Alert, Analyse, Act – used for managing the whole data environment Audit Data Deletion UBE rewritten for performance improvements and better audit data Oracle Snapshot issue ‘ORA-01555’ no longer an issue for long running selections General Ledger Add new Processing Option to summarize out the Sub Ledger and Sub Ledger Type

Version 4.27 (released Jan 2017) Accounts Receivable Argentinian Localisation for Table Event Rule processing added New Processing Option to allow Batch to be archived when no Payment Header exists in F03B13 Performance improvements by restructuring the way the purge and archive routine processes Accounts Payable Extend purge and archive processing to include batch type ‘#’ (Payroll Vouchers) Inventory New Processing Option to prevent a transaction with a Lot Number from being archived if its Quantity On Hand is not zero

Version 4.27 (released Jan 2017) Sales Order Processing Change to method used to load audit table with orders to be processed - performance improvement Purchase Order Processing New Processing Option to allow Open Amount validation for Transfer Orders to be switched off.

Version 4.27 (released Jan 2017) HR/Payroll Only archive F4812H if related F4801 Work Order is already archived Add table F186601 to purge and archive routine Use SBL / SBLT on Time Entry transactions to check if original Work Order is already archived Purge-it! Custom module New Processing Option to disable Table Event Rules on INSERTs and DELETEs

Current Purge-it! release V4.29

Version 4.28 / 4.29 (Nov 2017) Infrastructure New database growth Trend Analysis on Environment Dashboard, to visualise growth over time Job Costing validation added across all modules via new Processing Options Ensure Jobs are closed, and all transactions complete, before archiving Job-related data Date Offsets added to Mass Audit Data Deletion program, so it can be used on the Scheduler

New Job Costing validations (For example) F0911 F0006 F5108 Purchase Order

New Job Costing validations Purchase Order <blank> does not perform any additional validations, over and above those that are already present within the individual Purge-it! module

New Job Costing validations F0006 F5108 Purchase Order ‘1’ Checks the Business Unit(s) on the transactions against the F5108 to determine if they are a Job. If they are a Job, then the F0006 will be validated, for PECC = ‘N’ or ‘P’.

New Job Costing validations F0911 F0006 F5108 Purchase Order ‘2’ Will perform the same check as ‘1’, and check all G.L. transactions for the Job: for G.L. Date less than the Cut-Off Date, and G.L. transactions have been posted to the F0902

New Job Costing validations F5108 Purchase Order ‘3’ Checks the Business Unit(s) on the transactions against the F5108 to determine if they are a Job. If they are a Job, then don’t archive these documents.

Version 4.28 / 4.29 (Nov 2017) Infrastructure Can now reverse individual transactions from within the audit screens “Checking for cancellation” process is updated in each module Mass Audit Data Deletion program now includes ‘total records to be deleted’ counts Added functionality to purge historical statistical data from the Purge-it! Environment Dashboard

Version 4.28 / 4.29 (Nov 2017) General Ledger Inventory Change to allow SQL Server databases to use Manual Commit mode Inventory Added validation to check the Lot status before archiving the IZ transactions (“Lot Hold/Release”)

Version 4.28 / 4.29 (Nov 2017) HR/Payroll Purge-it! Custom module Can now process F0719 records that do not have matching F0618 records Automatically handled, within the purge and archive routine Purge-it! Custom module Allow ability to purge and archive tables that are also archived in the standard Purge-it! modules Add Purge-it! Custom module Extension Pack functionality (premium feature) Pre-defined template configurations within the Purge-it! Custom module, covering multiple common processes in multiple JD Edwards modules

HR/Payroll enhancement F0618 19 Payroll transactions Employee Master F0719 9 Tax History / Summary 6 Employee Leave 1 HR History 2 ‘Z’ Tables 2 Journal tables

HR/Payroll enhancement F0618 19 Payroll transactions Employee Master F0719 9 Tax History / Summary 6 Employee Leave 1 HR History 2 ‘Z’ Tables 2 Journal tables

New Product Launch

Soon

Manage-it!

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Slides

Manage-it!

The most important thing with Dashboards is the colour !

What Database Data Sources are we going to gather data for, and display in what colour?

Link Database Data Sources to an Environment, so that we can inquire at that level

What thresholds shall I get notified at? Configure your alerts – at Database Data Source and/or at Table level

Gather those statistics !

Don’t worry about smaller tables, if you don’t want to Also, “clean house” whilst you are gathering the statistics

Manage-it! will accurately estimate the record sizes, based on the table specifications

The dashboard is born !

What has broken the Database Data Source thresholds that I set ? Table thresholds that I set ?

See the triggers that you set from within the dashboard

Build your own time machine to look into the past ! Choose how you view the results, and change your mind whenever you want! Build your own time machine to look into the past !

Now I’m looking by record counts!

Ooh, those Database Data Sources had size triggers on them Here’s the trigger, and it has been exceeded ! Here’s another one!

Good news - the record counts are OK 

Ooh, look at all of that history  But what’s it going to be like in the future ??

Well with the Database Data Source forecast, you can predict the future! No more crystal balls …

And what about that individual table?? Ah, that’s how big it will get … Maybe it’s time to archive

All of these statistics are built from data, and here it is. First, it is sorted by record counts, and how much data is in each table as a percentage of the whole …

And when we change the radio button, it is sorted by size, again, with the percentage split

And if we click on any of our alerts …

We then see the analysis of that table, in all of the Database Data Sources that it exists in

How do we get to the next new product released within Manage-it! ?? Well, via this Dashboard, of course !

Test-it!

Test-it! structure 1 2 3 4 5 6 Tables in a Table Group Definition Groups 1 Definition Runs Data Selection (optional) 2 3 4 5 “IN” Join (optional) 6

All new products need dashboards !

Here are the tables in our Table Group … … if Data Selection has been set up … … what is going to be done with the tables … … and if we have joined to another table.

Here’s that Data Selection, just like you are used to in the Purge-it Here’s that Data Selection, just like you are used to in the Purge-it! Custom module

What actions can we take ? Just delete everything that is in the destination. Copy data into the destination, and keep what is already there. Clear the destination, then copy the data in. Add the data to the destination, if a record exists in the Join table. Replace the data in the destination, if a Join record exists. An auditable conscious decision to not do anything.

Copy the F42019TX, where we have already copied the F42019 Joins Copy the F42019TX, where we have already copied the F42019 And keep the data integrity at the individual transaction level, by linking on Primary or Foreign keys

So we have defined our Table Group, what is next?

Well, why don’t we use another dashboard to manage that 

All the Table Groups that I have defined …

… and here is where we join the Table Groups together into Definitions If you have multiple projects ongoing at any one time, just refresh the data needed for a specific project, and not everything, like you used to

Here’s where we create a Definition

And we add one or more Table Groups into a Definition

Also, from here, you can look at all of the times you have run a Definition

Here they all are !

Here’s the big Dashboard – let’s look at all of that useful information …

Basic configuration of the Definition A default action for all those other tables that you might want to copy, but didn’t set up in a Table group

And details about any Joins that you set up Each table that is going to be, is being, or has been processed in the Definition Run And details about any Joins that you set up

How is it going, on a table by table basis ?

And what was it that I was copying for that table again? Oh yeah, just the recent data for Company 200

Sheesh, that’s a lot quicker than my SQL scripts used to be ! How long did it take me? Sheesh, that’s a lot quicker than my SQL scripts used to be !

OK, let’s run it !

Is that all I have to specify ? Sweeeeeeeet !