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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. 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 Structured Semi-Structured Unstructured 2 2004 Princeton Softech, Inc. Challenge: Database Growth 2003 2002 2001 3 2004 Princeton Softech, Inc. 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 Current Data Historical Data 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 4 2004 Princeton Softech, Inc. Data Growth Impacts Business Process 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 5 2004 Princeton Softech, Inc. 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 6 2004 Princeton Softech, Inc. 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 7 2004 Princeton Softech, Inc. Data Multiplier Effect 2 3 1 6 4 Production Backup Disaster Recovery Development Test Quality Control Total Size = 200 GB 200 200 200 200 200 1200 GB 5 8 2004 Princeton Softech, Inc. Database Growth: Can’t Ignore It …continue to add – People – Processes – Technology …continue to limit Production Database – Performance – Availability – Time for other projects 9 2004 Princeton Softech, Inc. 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 10 2004 Princeton Softech, Inc. What Can We Do? “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.” 11 2004 Princeton Softech, Inc. About Princeton Softech Providing relational data management solutions for enterprise IT since 1989 Global company; 2000+ 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 - 12 2004 Princeton Softech, Inc. Manage Enterprise Data…Smarter PreProduction Data Production & History Data PeopleSoft ClarifyCRM Relational Tools for Servers Archive for Servers Oracle Apps Archive for DB2 Relationship Engine Oracle SQL Server Sybase Informix DB2 UDB DB2 Legacy 13 2004 Princeton Softech, Inc. Smaller Production DB; Lower Cost Historical Reporting DR BU Archive Production Data Live Near line Archive DBMS Production DBMS Compare Results Offline Archive Storage Refresh Test Data Test DBMS Streamline Test Data Edit Test Data 14 2004 Princeton Softech, Inc. Princeton Softech’s Active Archive Solutions Archive Files Production Database Active Archive Database Archive & Restore Archive Files Data Access (locate, browse, query, report) 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 15 2004 Princeton Softech, Inc. Solution Overview • 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 16 2004 Princeton Softech, Inc. Archiving Oracle Financials Data Archiving Historical Data Active Archive Database Production Database GL – Balances, Journals … AP – Payments, Invoices, Vendors… AR – Receipts, Invoices … FA – Depreciation, Adjustments General Ledger Payables Receivables Assets Locate, Browse, Query, Report . . . Data Access 17 2004 Princeton Softech, Inc. 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 Archived Data Production Data 18 2004 Princeton Softech, Inc. 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 19 2004 Princeton Softech, Inc. 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 20 2004 Princeton Softech, Inc. Information Lifecycle Management All data has a lifecycle Parameters differ over time – Business value – Access requirements – Performance requirements Store and manage accordingly Acquisition Disposal Minimal Access Frequent Access Sporadic Access 21 2004 Princeton Softech, Inc. 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) 22 2004 Princeton Softech, Inc. 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 23 2004 Princeton Softech, Inc. Database Archiving Benefits Summary Improved Performance • Faster response time • Increased productivity • Satisfied customers Improved Availability • Faster batch cycles • Ready for business • Transparent access Cost Containment • Postpone hardware upgrades • Postpone software upgrades • Deliver competitive advantage 24 2004 Princeton Softech, Inc. Archiving Reduces Database Volume Production Backup Disaster Recovery Development Test Quality Control Total Size = 200 GB 200 200 200 200 200 1200 GB Production Data 120 GB Active Archive Data Production Backup Disaster Recovery Development Test Quality Control 120 GB 120 120 120 120 120 Total Size = 720 GB Saving 480 GB (40%) Primary Storage 80 GB 25 2004 Princeton Softech, Inc. Streamlining Application Environments Multiple environments required – Application deployments – Customizations – Upgrades – Patches – QA database – Training, Staging, etc. Challenges – Space – Time – Cost 26 2004 Princeton Softech, Inc. 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 27 2004 Princeton Softech, Inc. Managing Oracle Applications Test Data Extract precise subsets of related data to build realistic, “right-sized” test databases – Create referentially intact subsets Production – Remove the bulk of production Database 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 Test QA Dev 28 2004 Princeton Softech, Inc. Create, Review, Edit Templates Add or Remove tables Include new DB objects – Functions – Packages – Procedures – Rules – Sequences – Views 29 2004 Princeton Softech, Inc. 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… 30 2004 Princeton Softech, Inc. 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 31 2004 Princeton Softech, Inc. Manage Enterprise Data…Smarter PreProduction Data Production & History Data PeopleSoft ClarifyCRM Relational Tools for Servers Archive for Servers Oracle Apps Archive for DB2 Relationship Engine Oracle SQL Server Sybase Informix DB2 UDB DB2 Legacy 32 2004 Princeton Softech, Inc. Questions David Stevens Princeton Softech [email protected] 609.627.5500 33 2004 Princeton Softech, Inc.