Archiving in Baan IVc4 & 5c

Archiving in Baan IVc4 & 5c
Discover the Value of Experience

Discover the Value of Experience
About Disus Baan Solution, ABC and Migration Partner Focus on technical consulting and Baan optimization products and services Customizations and Personalizations Baan Interfaces and Integration Web Based Supplier Portal for Baan Middleware for Baan Data Collection PC based and Web based front ends for Baan Discover the Value of Experience

Agenda General Information on Archiving Archive Project Planning and Strategy “How to” information for archive company setup Archive Process and Sessions Other considerations Possible customizations Q/A Discover the Value of Experience

Archiving Baan Transfer of data from “live” company to archive company using Baan standard sessions. Each “live” company will have an archive company Archive company is not a data warehouse. Some data is lost during standard archiving process (I.e. order data). Master/reference data copied to archive company. Many prerequisites/restrictions on what is archived. Discover the Value of Experience

Why Archive Technical Issues such as performance and disk space. Maintain online access to data using Baan Interface. Reuse of “numbers” such as Warehouse Orders or Sales Orders. Can be used to “safely” remove data. Reduce disk space by compressing integration transactions. Discover the Value of Experience

Archive Disadvantages Increased number of Baan companies. Increased disk space, initially. Somewhat complex to setup and maintain. Different procedures for users. Discover the Value of Experience

Archive Alternatives Do nothing (for now). Purge or delete data directly. Data Warehouse. Discover the Value of Experience

Project Planning and Strategy Choose team Determine business and legal requirements Data and system analysis* Define Approach* Requirements and Prerequisites* Test (using copy of data if possible) Backup Execute Modify Business Procedures to include archive process Discover the Value of Experience

Data and System Analysis Additional tables and fields? What transactions are being used? What archive sessions are available? What is volume of transactions and data*? Define storage and technical requirements (test system, database organization) Discover the Value of Experience

Define Approach Reuse of Order Series. Number and use of archive companies (one only, per year, etc). Use of archive company as “Trash Can” to safely remove data from live company. Discover the Value of Experience

Requirements and Prerequisites Analyze requirements: (e.g. production order must be closed) and prerequisites (e.g. delete order data using PDSO before archiving integration transactions). Determine and perform appropriate steps (close production order, etc). Discover the Value of Experience

Archive Setup Summary Maintain Companies (ttaad1100m000) Assign Tables to Database (ttaad4111m000) Assign and Create Database Storage Logical Tables (ttaad4120m000) Create Tables (ttaad4230m000) Parameter and General Data Copy Maintain Company Data (tccom0100m000) Repair Company Number (tfgld9004m000) Maintain Company Parameters (tfgld0103m000) Maintain Group Company Parameters Maintain Periods and Period Status (tfgld0105m000, tfgld0107m00) Discover the Value of Experience

Maintain Companies (ttaad1100m000 Discover the Value of Experience

Maintain Companies (ttaad1100m000) Add archive company number By convention, archive company number begins with “9” The package combination should be the same as the live company Discover the Value of Experience

Assign Tables to Database (ttaad4111m000) Discover the Value of Experience

Assign Tables to Database(ttaad4111m000 Verify settings Parameter tables should be set to Audit type database Discover the Value of Experience

Assign and Create Database Storage Discover the Value of Experience

Assign and Create Database Storage ora_storage, inf_storage, etc “storage” file defines where in database tables and indexes are stored Consider creating separate storage areas in the database for the archive company Discover the Value of Experience

Logical Tables (ttaad4120m000) Discover the Value of Experience

Logical Tables (ttaad4120m000) The following tables should be linked fom the archive company to the live company: -- tccom000, -- tttxt004, -- tttxt005, -- tttxt007, -- tttxt008 Discover the Value of Experience

Create Tables (ttaad4230m000) Discover the Value of Experience

Parameter and General Data Copy bdbpre6.1 –Iparams –C100 > params.dump bdbpost6.1 –R –f –n –m –c900 < params.dump See solution for list of tables (params, finance, employee, and general) Repeat for finance, employee, and general Parameters tables (tcmcs095, tccom000, etc.) Finance tables (tfgld000, tfgld001, etc.) Employee tables (tccom001, tcmcs001, etc.) Other general tables (tcmcs002, tcmcs010, etc.) Discover the Value of Experience

Maintain Company Data (tccom0100m000) Discover the Value of Experience

Maintain Company Data (tccom0100m000) Perform in archive company Enter/verify data Discover the Value of Experience

Repair Company Number (tfgld9004m000) Discover the Value of Experience

Repair Company Number (tfgld9004m000) Perform in archive company. As some finance tables were copied from “live” the company number entries should be corrected using this session Discover the Value of Experience

Maintain Group Company Parameters (tfgld0103m000) Discover the Value of Experience

Maintain Group Company Parameters (tfgld0103m000) Perform in archive company. Set group company parameters, if required. Discover the Value of Experience

Maintain Periods and Period Status (tfgld0105m000, tfgld0107m00) Discover the Value of Experience

Maintain Periods and Period Status (tfgld0105m000, tfgld0107m00) Perform in archive company. Enter/verify data Discover the Value of Experience

Live Company Setup Summary Maintain Company Parameters (tfgld0103m000) – set History Company Purchase Statistics (tdpst0100m000) – set History Company Sales Statistics (tdsst0100m000) – set History Company Discover the Value of Experience

Archive Sessions and Typical Process Sales/Purchase Order Delete Production Orders Archive Costing History Archive Integration Transactions Archive List of Logistical Archive Sessions Finance Transactions Discover the Value of Experience

Process Delivered Sales Orders (PDSO) Discover the Value of Experience

PDSO (con’t) Run with delete option. Deletes sales order header and lines and associated data up to date entered. If Finance implemented, do not delete orders within a fiscal year that has not been closed. Delete is irreversible. Set/check parameter ‘Method of Deleting Order Data’ (determines if order data is deleted by order or by line) Discover the Value of Experience

PDSO – Prerequisites There is no backorder quantity. Delivery status at deleting line. Order invoiced and invoice date < delete date. Not project related. If installment order, must have been invoiced for all installments and status is "Closed”. For the order lines is no RPL-order present Discover the Value of Experience

Archive Sales Orders (alternative to PDSO) Discover the Value of Experience

Archive Sales Orders (con’t) Custom Session developed by Disus. Operates just like PDSO except archives the order data before delete. Tables archived: -- tdsls026, -- tdsls040, -- tdsls041, -- tdsls042, -- tdsls043, -- tdsls044, -- tdsls045, tdsls047, tdsls049, -- and tdilc401 Discover the Value of Experience

Process Delivered Purchase Orders (PDPO) Discover the Value of Experience

PDPO (con’t) Run with delete option. If Finance implemented, do not delete orders within a fiscal year that has not been closed. Delete is irreversible. Set/check parameter ‘Delete Order Data if Received Completely’ (determines if order data is deleted by order or by line) Discover the Value of Experience

PDPO – Data Deleted Purchase order header Purchase order lines Invoice data Receipt lines Order specific BOM lines Specific Delivery address Specific Postal address Inbound data (if ILC is implemented) Inspection data Approval data Discover the Value of Experience

PDSO – Prerequisites Receipt status at delivering line. Order invoiced and invoice date < delete date. Not project related. Purchase invoice matching procedure has been carried out. Inbound advice has been fully processed. Discover the Value of Experience

Archive Production Orders Discover the Value of Experience

Archive Production Orders (con’t) Archives orders (tisfc001) Archives hours (tihra100) Archives Est./Actual Mat. Costs and hours (ticst001 and ticst002) Deletes utilization and planning data (tisfc010, tisfc011, tisfc012) Deletes production schedules (tirpt100) Discover the Value of Experience

Archive Production Orders – Prerequisites Production orders for standard items must have status ‘closed’. For subcontracted orders, the purchase order linked to the operation must have been processed and deleted via tdpur4223m000. Discover the Value of Experience

Archive Costing History Discover the Value of Experience

Archive Costing History (con’t) Archives historical costing data that is created when order is closed. Archives Production Order History (Material usage) (tisfc021) Archives Production Order History (Hours) (tisfc022) Archives Operation Times History by Item (ticst030) Discover the Value of Experience

Archive Costing History – Prerequisites Production orders must have status ‘closed’. Discover the Value of Experience

Archive Integration Transactions Discover the Value of Experience

Archive Integration Transactions (con’t) Set History Company in Maintain company parameters (tfgld0103m000). Optional Compression. Optional Purge of PCS Non-Finance Trans. Select transactions by date and transaction type. Archives Integration tables (tfgld410/415/417/418/419). “otpcor4110” to be able to archive project (tp) integration transactions Can compress after with “otfcor0217” Can compress live with tfgld4220m000 Discover the Value of Experience

Prerequisites – Integration Trans. NOT Removed IF: Project exists. Purchase order number is found in “Purchase Orders”. Sales order number is found in “Sales Orders”. Production order number is found in “Production Orders”. Replenishment order number is found in “Purchase Orders” Discover the Value of Experience

Other Logistical Archive Sessions Archive PCS Project (tipcs2260m000) Archive Hours Accounting (tihra1215m000) Archive Hours History (tihra3250m000) Archive Warehouse and Inventory History by Location (tdilc3211m000) Archive Warehouse Trans. by Item (tdinv1201m000) Archive Inventory Trans. by Item (tdinv7210m000) Archive Item Issue (tdinv7250m000, tdinv7260m000) Archive Budgets (tipcs0260m000) Archive PCF Variants (tipcf5290m000) Archive Overall Budget (tihra3225m000) Archive Engineering Item Data (tiedm1250m000) Archive Stock History by Location (tdilc3211m000) Archive Sales Statistics (tdsst0202m000) Archive Purchase Statistics (tdpst0202m000) Archive Projects (tppdm7820m000) Discover the Value of Experience

Other Logistical Archive Sessions (con’t) Archive Sales Statistics (tdsst0202m000). Archive Purchase Statistics (tdpst0202m000). Archive Projects (tppdm7820m000) Discover the Value of Experience

Archive Finance Discover the Value of Experience

Archive Finance (con’t) Archives Finalization table (tfgld106) Set “Store data for X years” in session “Maintain Group Company Parameters” (tfgld0101m000) Set “Current Fiscal Year” in session “Maintain Company Parameters” (tfgld0103m000) Archive/Purge Finance (tfgld6205m000) session requires that “Entered Year” > Current Year – Years to Keep” Discover the Value of Experience

Archive Finance – Prerequisites Fiscal year must be closed (tfgld6203m000) Archive Disposed Fixed Assets (tffas3300m000) Archive Integration Transactions (tfgld4210m000) Recalculate Open Entries (otfcor0260) Remove Paid Purchase Invoices (tfacp2250m000) with copy to History option selected Recalculate Open Entries (otcor0261) Remove Paid Sales Invoices (tfacr2260m000) with copy to History option selected “Usual” Finance checks (document balance, write off currency differences, session control account checklist, etc. Tables archived (finance session): tfgld100, tfgld101, tfgld106, tfgld109 Discover the Value of Experience

Archive Finance – Remove Fully Paid Purchase Invoices Tables archived: tfacp100, tfacp101, tfacp102, tfacp200, and tfgld106 Discover the Value of Experience

Archive Finance – Remove Fully Paid Sales Invoices Run “Update Customer Statistics” (tfcmg3200m000) Tables archived: -- tfacr200, -- tffacr and tfgld106 Discover the Value of Experience

Archive Finance – Post Actions Copy Balances to Archive (tfgld6206m000) Discover the Value of Experience

Other Considerations Authorizations of users using archive company Data cleanup requirements Performance of sessions in high-volume environments (may have to resort to direct database manipulation) Loss of some information (e.g. sales/purchase order data) Archive session solutions Custom tables and fields Database table compression after archiving Discover the Value of Experience

Disus Available Customizations Archive sales order data before delete “up to date” in Archive Production Orders “up to date” in Archive Costing History Integration Transactions – Improved Performance Discover the Value of Experience

Archive Sales Orders (alternative to PDSO) Discover the Value of Experience

Archive Production Orders (with Date) Discover the Value of Experience

Archive Production Costing (with Date) Discover the Value of Experience

Other Disus Customizations to Consider Customized reports to gather data from both live and archive companies. Add customized tables to archive sessions. Discover the Value of Experience

Services and Solutions for Baan FROM THE Factory Floor TO THE Internet Discover the Value of Experience

Archiving in Baan IVc4 & 5c

Similar presentations

Presentation on theme: "Archiving in Baan IVc4 & 5c"— Presentation transcript:

Similar presentations

About project

Feedback

Log in

Auth with social network:

Archiving in Baan IVc4 & 5c

Similar presentations

Presentation on theme: "Archiving in Baan IVc4 & 5c"— Presentation transcript:

Similar presentations

About project

Feedback