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.

 2004 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 Unstructured Semi-Structured Structured

 2004 Princeton Softech, Inc. 3 Challenge: Database Growth

 2004 Princeton Softech, Inc. 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

 2004 Princeton Softech, Inc. 5 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 Data Growth Impacts Business Process

 2004 Princeton Softech, Inc. 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

 2004 Princeton Softech, Inc. 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

 2004 Princeton Softech, Inc. 8 Total Size = 1200 GB Quality Control Data Multiplier Effect 1 Production 200 GB 5 Test Development Disaster Recovery Backup 200

 2004 Princeton Softech, Inc. 9 …continue to add –People –Processes –Technology …continue to limit –Performance –Availability –Time for other projects Production Database Database Growth: Can’t Ignore It

 2004 Princeton Softech, Inc. 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

 2004 Princeton Softech, Inc. 11 “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?

 2004 Princeton Softech, Inc. 12 About Princeton Softech  Providing relational data management solutions for enterprise IT since 1989  Global company; 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 -

 2004 Princeton Softech, Inc. 13 Pre- Production Data Production & History Data Oracle SQL Server SybaseInformix DB2 UDB DB2 Legacy Relationship Engine Relational Tools for Servers Archive for DB2 Archive for Servers ClarifyCRM PeopleSoft Oracle Apps Manage Enterprise Data… Smarter

 2004 Princeton Softech, Inc. 14 Archive Production Data Smaller Production DB; Lower Cost Streamline Test Data

 2004 Princeton Softech, Inc. 15 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 Archive Files Archive Files Archive & Restore

 2004 Princeton Softech, Inc. 16 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

 2004 Princeton Softech, Inc. 17 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

 2004 Princeton Softech, Inc. 18 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 Production Data Archived Data

 2004 Princeton Softech, Inc. 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

 2004 Princeton Softech, Inc. 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

 2004 Princeton Softech, Inc. 21 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

 2004 Princeton Softech, Inc. 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)

 2004 Princeton Softech, Inc. 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

 2004 Princeton Softech, Inc. 24 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

 2004 Princeton Softech, Inc. 25 Archiving Reduces Database Volume Total Size = 1200 GB 200 Quality Control Test 200 Development 200 Disaster Recovery 200 Backup 200 Production 200 GB Total Size = 720 GB 120 Quality Control Test 120 Development 120 Disaster Recovery 120 Backup 120 Production 120 GB 80 GB 120 GBProduction Data Active Archive Data Saving 480 GB (40%) Primary Storage

 2004 Princeton Softech, Inc. 26 Streamlining Application Environments  Multiple environments required –Application deployments –Customizations –Upgrades –Patches –QA database –Training, Staging, etc.  Challenges –Space –Time –Cost

 2004 Princeton Softech, Inc. 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

 2004 Princeton Softech, Inc. 28 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 QADev

 2004 Princeton Softech, Inc. 29 Create, Review, Edit Templates  Add or Remove tables  Include new DB objects –Functions –Packages –Procedures –Rules –Sequences –Views

 2004 Princeton Softech, Inc. 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…

 2004 Princeton Softech, Inc. 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

 2004 Princeton Softech, Inc. 32 Pre- Production Data Production & History Data Oracle SQL Server SybaseInformix DB2 UDB DB2 Legacy Relationship Engine Relational Tools for Servers Archive for DB2 Archive for Servers ClarifyCRM PeopleSoft Oracle Apps Manage Enterprise Data… Smarter

 2004 Princeton Softech, Inc. 33 Questions David Stevens Princeton Softech