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Applimation is the leading provider of Application Lifecycle Management solutions Thursday November 20 th, 2008 Diane Hallahan Account Manager Paul Capobianco Sales Engineer Applications Archiving
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Agenda Overview of Applimation Application Archiving –Types of Archiving – Performance, Compliance, Retirement Database Subsetting Intelligent Data Masking Informia Archive – Components and details Informia Subset – Components and details Informia Secure – Components and details CONFIDENTIAL SLIDE: 2
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Applimation – Broad Application Coverage SLIDE: 3 CONFIDENTIAL A leader in enterprise data management software Focus on business applications Unified, integrated product suite
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CONFIDENTIAL SLIDE: 4 Applimation: Informia Solutions Improve Production Database Performance Maintain Complete Application Integrity Comply with Data Retention Regulations Enable Accessibility to Archived Data
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CONFIDENTIAL SLIDE: 5 Applimation: Informia Solutions Test & Development Optimization Automate the Creation of Smaller Database Copies Update Copies with Current, Relevant Production Data Reduce Storage Space Requirements
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CONFIDENTIAL SLIDE: 6 Applimation: Informia Solutions Protect Sensitive Application Data Enable Safe Data Sharing Reduce Risk of Data Breaches Enhance Test-Data Quality
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CONFIDENTIAL SLIDE: 7 Applimation: Informia Solutions Enable Regulator Compliance Ensure Data Accessibility Reduce Infrastructure and Licensing Costs
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CONFIDENTIAL SLIDE: 8 Applimation: Informia Solutions Automate Divestiture Process Preserve History and Integrity of Data Speed Reduced Risk
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Premier Customers
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Reports completed 4 times faster MRP Demand Planning process cut by 50% Inventory process cut from 2.5 hours to 15 mins More than 50% improvement in Currency Translation, FSGs, and Discoverer Queries 3 mo retention policy enables consolidation of retail inventory from legacy to Oracle Enabled never ending month-end Fixed Assets process to finish Performance Improvement
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Employee Privacy Protection Archive/Purge personal data in 22 countries Data Privacy Protection Archive/Purge across European countries Read-only access to archived data ensures information integrity SOX audit facilitated by read-only access to archived data Masking sensitive HR data in non-production environments Compliance
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Archive Before Upgrading Shortened 11i upgrade outage by 36 hours Reduced upgrade outage by 40% Saved 14% of downtime during upgrade Users return to system 7 hours sooner Time of each upgrade test cycle reduced by 30% Oracle beta customer archiving 11i data before upgrade to R12
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Shrunk production by 46% 1.3 TB 700 GB Before: 37 TB total, 40 instances After: 17 TB total, 40 instances Removed 2 TB from PROD 14 Envs X 2 TB = 28 TB Total Savings 6 TB savings across 23 instances 450 GB removed from production 10 TB savings across 22 instances Cut AR by 66% 900 GB 300 GB Return on Investment
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Daily Weekly Monthly Quarterly Annually Archiving – A Repeatable Process
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Scalability 5+ TB 3.5 TB 3 TB 900 GB 600 GB 300GB
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Multi-stage Archiving for ILM Data Accessibility High Low Enterprise Disk $50 - $70/GB Modular Disk $20 - $35/GB Tape $1 - $2/GB Tape Library $2 - $4/GB SATA Disk $5 - $15/GB Archived Data Current Data SATA - Serial Advanced Technology Attachment
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Systemic problems caused by data growth IF YOU DO NOT MANAGE GROWTH Application Performance Degradation Decreased Application Availability Increased Time for Backups/Restores Upgrades continue to take Longer Copies of Production take Longer Production Size become unwieldy for testing and development Hardware Costs Continue Bigger CPU / More Disk / More Memory Power and Cooling Costs Continue Analysts expect U.S. companies will spend twice as much on power and cooling by 2009 as they did to acquire their IT devices (SearchStorage.com)
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Data Management – Traditional Options Purchase additional hardware DBAs tune application standard code Rebuild Indexes / Update Stats Vendor provided Purge routines if available THE PROBLEM:- constantly spending on hardware - tuning only does so much - purging doesn’t archive
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Model ERD
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CONFIDENTIAL SLIDE: 21 Applimation Informia Archive Informia Archive
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CONFIDENTIAL SLIDE: 22 Informia Archive Product Objective Informia Archive Complex transactional chaining Relocating inactive data Better performing production database Solution Primary Challenge Method Objective
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What is archiving? Archiving is an application-aware method of relocating enterprise data out of a production database. What Archiving is NOT: (and was not repurposed from) Backup Disaster recovery Mirroring Reporting instance Data warehouse ETL SLIDE: 23 CONFIDENTIAL
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Business Reasons to Manage Growth Many copies of production Project teams require many testing and development environments How Much Disk does that Total? Increased Overhead Copies of Production take Longer Production Size become unwieldy for testing and development Hardware Costs Continue Bigger CPU / More Disk / More Memory PROD Dev 1 Dev 2 Dev 3 Dev 4 Dev x
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Inactive Data Business Reasons to Manage Growth PROD DEV 1 DEV 2 DEV 3 DEV 4 DEV x Many copies of production Project teams require many testing and development environments How Much Disk does that Total? Increased Overhead Copies of Production take Longer Production Size become unwieldy for testing and development Hardware Costs Continue Bigger CPU / More Disk / More Memory
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Informia Today – Broad Application and Database Support Applimation Informia ArchiveData Subset Data on Demand Secure Business Applications Oracle e-Business Suite SAPPeopleSoft Siebel Custom/ 3 rd Party Databases Oracle SQL Server DB2 UDB MySQLSybase DB2 z/OS
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Informia Archive Accelerators - Oracle E-Business Oracle FinancialsOracle Distribution General LedgerGLOrder EntryOE PayablesAPOrder ManagementONT ReceivablesAROracle Payroll PurchasingPOTime and LaborT&L Fixed AssetsFAPayrollHR Cash ManagementCEOracle Projects Global Accounting EngineAXProject AccountingPA Federal FinancialsFVOracle CRM Oracle ManufacturingContracts CoreOKC InventoryINVService ContractsOKS Cost (BOM)CST/BOMTelesalesAST Work in ProcessWIPCollectionsIEX Master SchedulingMRPCustomer OnlineIMC E-RecordsEDRiSupport - ServiceCS/BU OPM – Process ExecutionGMEInstall BaseCSI OPM - FinancialsGMFConfiguratorCZ OPM - InventoryGMIIncentive CompensationCN ShippingWSHOracle Sales Online Oracle WorkflowOrder Capture/Quoting/SalesOSM/ASO,AS,ASF,QOT WorkflowWF/FNDSalesASN
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Informia Archive Accelerators – PeopleSoft Enterprise PeopleSoft Financials/SCMPeopleSoft HCM General LedgerGLHuman Capital ManagementHCM Accounts PayableAPPayrollHPY Accounts ReceivableARBase BenefitsHBN PurchasingPOBenefits AdministrationHBA Asset ManagementAMTime & LaborHTL BillingBIExpensesT&E Project CostingPC PeopleSoft Campus Solutions Order ManagementOMStudent RecordsSR Production ManagementPMCampus CommunityCC InventoryINVStudent FinancialsSF PeopleSoft CRM Financial AidFINAID CasesRCAcademic AdvisementAA LeadsRSRecruiting and AdmissionsRANDA OrdersRO QuotesRO
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Informia Archive Accelerators – Siebel HorizontalVerticals Activities Invoices Messages Opportunities Orders Change Requests (Quality) Quotes Service Requests Solutions Attachments MDF Accounts Assets Contacts
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Two Important Accelerator Components Business Rules Transaction chaining Within an entity To other applications Testing of Fields, Flags & Codes Entity Definition Logical unit to archive Database and application level relationships Policy scoping criteria SLIDE: 30 CONFIDENTIAL
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Database Archiving – What to Call it Database Archiving a.k.a. Active Archiving a.k.a.Data Movement a.k.a.Data Relocation Done online Separates ‘active’ data from ‘seldom’ accessed data
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CONFIDENTIAL SLIDE: 32 Informia: An Enterprise Solution ACQUIRED DIVISION Custom Billing Application CALL CENTER SHARED SERVICE CENTER CORPORATE HQ Oracle Applications 11.5.10 Siebel 7.8 PeopleSoft HR 8.3 SQL Server Windows 8 Years = 800 GB DB2 AIX 5 Years = 350 GB Oracle 10g Sun Solaris 10 7 Years = 1.4 TB Sybase HPUX 10 Years = 600 GB
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Current Data Archive for Compliance – Long Term Retention CONFIDENTIAL SLIDE: 33 Production Database With Online Archive Online Archive Database Seamless Access Layer Archived Data DataDiscovery Portal Direct from Production – Archive Only Current Data
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Inactive Data ENCAPSULATED XML ARCHIVES Retired data ONLINE ARCHIVE DATABASE Meeting the Challenge – Online Archive PRODUCTION DATABASE Active Data Always Accessible No Developer Modifications Needed No Customizations Required Inactive Data (Read Only) xml Retire Inactive Data (Read Only) DBArtisan TOADOEM Oracle APPSPeopleSoftSIEBEL SQL Plus DISCOVERER CUSTOM Seamless Access Layer
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Multi-stage Archiving for Information Lifecycle Management (ILM) Current Data (less than 2 years old) Online Archive Database (2 – 7 years old) Encapsulated XML Archive (over 7 years old) TRANSACTION 1 TRANSACTION 2 TRANSACTION 3 TRANSACTION 4 TRANSACTION 5 TRANSACTION 6 TRANSACTION 7 OPERATIONAL DATA 3 CONFIG. DATA 1 CONFIG. DATA 2 OPERATIONAL DATA 1 OPERATIONAL DATA 2 SLIDE: 35 CONFIDENTIAL Seamless Access Layer DataDiscovery
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Current Data (less than 2 years old) Online Archive Database (2 – 7 years old) Encapsulated XML Archive (over 7 years old) Multi-stage Archiving for Information Lifecycle Management (ILM) TRANSACTION 1 TRANSACTION 2 TRANSACTION 3 TRANSACTION 5 OPERATIONAL DATA 3 CONFIG. DATA 1 CONFIG. DATA 2 OPERATIONAL DATA 1 OPERATIONAL DATA 2 TRANSACTION 4 TRANSACTION 6 TRANSACTION 7 OPERATIONAL DATA 1 OPERATIONAL DATA 2 CONFIG. DATA 1 CONFIG. DATA 2 SLIDE: 36 CONFIDENTIAL Seamless Access Layer DataDiscovery
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Online Archive Process – Another Look Production History AR Schema 500+ Tables History Schema Only High Volume Transaction Tables
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CONFIDENTIAL SLIDE: 38 Business Rule Validation – Same Process for All Applications
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Actual Candidate Summary Report Actual Example
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History Tables Archive/ History Staging Area Online Archive Process – Detailed 2002 2003 2004 2001 2002 2003 2004 2001 Production 2005 2006 2007 2008 N N Y N Y 1.Build Interim Tables and test against business rules 2.Move into Staging Area ONLY 2001 - 2004 transactions that pass business rules 3.Purge 2001 - 2004 transactions from Production 4.Merge 2001 - 2004 transactions to History location 5.Drop Staging Area SLIDE: 40 CONFIDENTIAL Biz Rule # 1Biz Rule # 2Biz Rule # nArchive Flag Open01-OCT-2004 5 Closed01-MAR-2003 4 Open01-FEB-2003 3 Closed01-JAN-2002 2 Closed01-JAN-20011 StatusDateTxn ID Transaction Table APPLIMATION HOME
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COMBINED VIEW HISTORY_ONLY VIEW About 200+ Schemas INVPOAPGL Online Archive Architecture – Seamless Access – More Detail APPS Production HISTORY APPLIMATION HOME History SYN APPS Packages Tables Views Procs, Syns, Java, etc. APPS APPS_COMBINED SYN VIEW SYN VIEW SYN VIEW SYN SELECT column_names from GL.GL_BALANCES UNION ALL (SELECT column_names from GL_BALANCES@HISTORY_DBLINK) 30,000 tables 29,980 have 7 years of data 20 have 2 years of data 20 tables 20 have 5 years of data
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CONFIDENTIAL SLIDE: 42 The Challenge of Increasing Data Growth BEFORE SOLUTION Growing storage costs Diminishing performance Increasing maintenance & Compliance work AFTER SOLUTION Predictable manageable growth Improved, stable performance Reduced maintenance & compliance work
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Seamless Data Access in Oracle Apps Auto-generated No user re-training Access to Current Only Current + History No modifications to code base Support for any/all query tools
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Seamless Access – Application Layer Uses Responsibilities to enable access No modifications to application code No additional application server No new user IDs No user re-training
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Seamless Data Access in PeopleSoft Auto-generated No user re-training Access to Current Only Current + History No modifications to code base Support for any/all query tools
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Seamless Data Access for End-Users
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Custom Applications
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Custom Seamless Data Access Auto-generated No user re-training Access to Current Only Current + History No modifications to code base Support for any/all query tools
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ProductionArchive / History Schema GL INV GL_BALANCES GL_DAILY_BALANCES GL_IMPORT_REFERENCES GL_JE_LINES MTL_ACTUAL_COST_SUB MTL_CST_ACTUAL_COST_DET MTL_MATERIAL_TRX MTL_UNIT_TRANSACTIONS MTL_TRANSACTION_LOT_NUM MTL_CST_TXN_COST_DETAILS 2 Years Current 2 to 7 Years Archive GL_BALANCES GL_DAILY_BALANCES GL_IMPORT_REFERENCES GL_JE_LINES GL GL_DAILY_BALANCES GL_JE_HEADERS GL_JE_BATCHES INV MTL_ACTUAL_COST_SUB MTL_CST_ACTUAL_COST_DET MTL_MATERIAL_TRX MTL_UNIT_TRANSACTIONS MTL_TRANSACTION_LOT_NUM MTL_CST_TXN_COST_DETAILS WIP_SCRAP_VALUES MTL_CST_TXN_COST_DETAILS NEW_COL CHANGE Flexibility – Patches and Upgrades History Tables Full Production Database
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Multi-stage Archiving for ILM Data Accessibility High Low Enterprise Disk $50 - $70/GB Modular Disk $20 - $35/GB Tape $1 - $2/GB Tape Library $2 - $4/GB SATA Disk $5 - $15/GB Archived Data Current Data SATA - Serial Advanced Technology Attachment
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Questions……
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