anatomy of an oracle e-business suite
TRANSCRIPT
Anatomy of an Oracle E-Business Suite
Archiving ProjectFred SchanerSAM – Oracle E-Business
What is Enterprise Data Management?
• Processes and technology for managing mission critical application data throughout its lifecycle
• Solves business problems:–Data Growth –Retention & Discovery–Data Privacy–Test Data Management –Application Upgrades–Application Retirement
Agenda: Addressing the Enterprise Data Challenges
1. Key challenges for E-Business Suite sites
– Performance and service levels
– Data retention compliance
– Storage management
– Data growth management
– Application upgrades
2. How can archiving help?
3. Who is Princeton Softech/IBM
Common Symptoms• Missed deadlines for critical
business processes– End of period financial
close– Payroll processing
• Deterioration in ad hoc query performance
• Recent audit findings around data retention
• Unplanned IT budget variances• Upgrade projects on hold
indefinitely
Strategic Issues for a Data Archiving/Management Project
Assess• Evaluate your priorities
– Which modules exhibit “symptoms”?
– Which apps are targeted for sunset?
• Define project goals– May vary by module type and
associated business value Examples: speed payroll processing, support audit readiness, optimize storage utilization, more
Classify• Identify “Complete Business Objects”
– Historical reference snapshot– Full lifecycle archiving – Examples: Purchase Orders,
Journals, Invoices• Develop post-archive use cases
– Who, what, how? – Retention requirements– SLAs for access
Classification ExampleApplication
Retention
(Years)
Archiving
Recovery / Access Requirements
Business Object to Archive
GL 7 Yearly Audit; Trend analysis
Ledgers, Journals, fully posted
AP 7 Yearly Audit; Trend analysis
Vouchers, Payments, fully paid and posted
AR 7 Yearly Audit; Trend analysis
Invoices, items
NA Payroll
5 Yearly Audit Paycheck processing data and balances
Archive• Confirm processing accuracy
– Prevent orphans!
• Evaluate archive administration and controls – Functional condition checks– Application integration– Support for customizations
• Determine operational practices– Frequency of archive– Automated or manual operations– Online or offline
General Ledger
Archive Account Balances for permanently closed accounting periods by Balance Type (Actual, Budget, Encumbrance)
Accounts Receivable
Archive closed Transactions (other than transactions applied to commitments) posted to General Ledger on or before Cut Off Date
Accounts Payable
Archive fully paid and posted Invoices on or before Last Activity Date
Fixed Assets
Archive Depreciation Expense for given Book and Fiscal Year
Functional Condition Checks Example
Store• Determine format of archives
– DBMS vs. file • Define hardware targets
– Number of tiers– Types of devices
• Define file management – Across storage tiers– Manual, or integrated storage
controller (IBM Tivoli, Symantec)
Infrastructure Example
DATADATA
DATADATA
Tier I
Archive Server
CAS OpticalTier III
DATATier II
DATA
DisposalTape
Financials v 11.0.3
Financials v 11.5.10
Supply Chain v 11.0.3
Supply Chain v 11.5.10
Access• Analyze use cases vs. cost of access
– Goal: match SLA to value to cost– Application independent access– Native application based access
• Communicate access terms & conditions– SLAs– Resource provisioning– Training on access paths
• Retrieve from archive, reload to
temporary environment
Access Example Access SLAs
Business Object Native Access
Application Independent Access (Standard Reports – On Demand)
Application Independent Access – Queries (24 Hr IT Turnaround)
Delete
Journals (GL) Current – 2Y Years 3 – 5 Years 6 - 10 Year 11
Invoices (AP) Current – 2Y Years 3 – 5 Years 6 - 10 Year 11
Transactions (AR) Current – 2Y Years 3 – 5 Years 6 - 10 Year 11
Purchase Orders (PUR)
Current Year Year 2 Years 3 - 10 Year 11
Costs (BOM) Current – 2Y Years 3 – 5 Years 6 - 10 Year 11
Depreciation Expense (FA)
Current Year Year 2 Years 3 - 10 Year 11
Dispose• Build cross-functional team
– Business, legal, audit, IT– Business owns data, IT manages
supporting infrastructure• Determine data deletion policies
– Signoff by stakeholders– Which records to delete, and
when• Ensure orderly disposal
– Automated or manual delete– Audit trails
Optim Unique CapabilityExample:Aged AR Data
S_EVT_ACT
S_ACT_CONTACT
S_CONTACT
S_ACT_ORG
S_ORG_EXT
S_ACT_CAL_RSRC
S_CAL_RSRC
S_ACT_PRDINT
S_PROD_INT
S_PROD_DEFECT
S_ACT_COMM_CTG
S_CTLG_CAT
S_ACT_ORDER
S_ORDER
S_ORDER_ITEM
S_ACT_ASSET
S_ASSET
S_ACTPART_MVMT
S_INVC_ITM_DTL
S_OPTY
S_CAMP_CON
S_CURCYS_SRC
S_PROMO_VISIT
S_USR_MSG
S_PRSP_CONTACT
S_ACT_PROSPECT
S_ADDR_PER S_ADDR_ORG
S_ACTIVITY_ATT S_DOC_AGREE
S_SRV_ACT S_SRV_REQ
Current Data
Production Database
1-2 yrs.1-2 yrs.
Off-line Retention PlatformCD,Tape,Optical, WORMHP StorageWorks™,NetApp NearStore® SnapLock™,IBM Total Storage® solutions (including the DR550) EMC Centera™.
Off-line Retention PlatformCD,Tape,Optical, WORMHP StorageWorks™,NetApp NearStore® SnapLock™,IBM Total Storage® solutions (including the DR550) EMC Centera™.
Offline Archive
7+ yrs.7+ yrs.
Data Retention Strategies
Archive Compressed
ArchivesCompressed
Archives
Active Historical On-Line On/Near-Line Archive
5-6 yrs.5-6 yrs.
Non DBMSRetention PlatformATA File ServerCenteraDR550Etc.
Non DBMSRetention PlatformATA File ServerCenteraDR550Etc.
Archive Database
3-4 yrs.3-4 yrs.
Optional
Native Access
Archive File ManagementReporting/Query Tools using
ODMCognos, Discoverer,
SQLPLUS, Etc.
Princeton Softech, an IBM Company
• Proven leader in Enterprise Data Management (EDM):– Data Growth – Retention & Discovery– Data Privacy– Test Data Management – Application Upgrades– Application Retirement
• Solving complex data management issues since 1989• Partnered with major infrastructure and applications
vendors: Oracle, EMC, Symantec, Hitachi and more• 2400 clients worldwide; c. 50% of Fortune 500• 46% of market share, double the competition
(Gartner)• Named a Rising Star Company on Deloitte’s 2006
Technology Fast 500. – Among 25 of the fastest growing technology, media,
telecommunications and life sciences companies in North America
What is Enterprise Data Management?
• Processes and technology for managing mission critical application data throughout its lifecycle
• Solves business problems:–Data Growth –Retention & Discovery–Data Privacy–Test Data Management –Application Upgrades–Application Retirement
Non Production EnvironmentsSubset & Mask
Production EnvironmentsArchive
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• Single, scalable, interoperable EDM solution provides a central point to deploy policies to extract, store, port, and protect application data records from creation to deletion
NAS SAN ATA CAS Optical Tape
Windows XP/2000 Solaris HP/UX Linux AIX OS/390 Z/OS i-Series
Oracle SQL Server Sybase Informix DB2 UDB DB 400 IMS VSAM Adabas DB2 z/OS More ….
Optim ™
Data Growth, Data Privacy, Test Data Management, Application Upgrades, Application Retirement
Enterprise Architecture
Subset and Mask
• Extract specific business objects for testing– Subsets save space, speed
iterative testing cycles• Mask confidential data to protect
privacy– Support compliance with
government regulations and industry standards (HIPAA,, GLBA, PIPEDA, DDP, PCI)
Oracle Ebusiness Success Stories
• Application:– Oracle E-Business Suite
• Challenges:– Proactively managing growth of
transactional data in Accounting, Sales, and Logistics applications before deploying Oracle E-Business Suite to Nordic countries
– Improve the batch and online performance by archiving historical data to improve service levels
– Improving operational efficiencies for daily operations, administration, routine maintenance and upgrades
• Solution:– Optim Oracle E-Business Suite
Solution
• Client Value:– Archived 150 GB of historical data
to manage data growth for the BOM, INV, AX, and GL modules and reduced database size by 30%. Plan to implement archiving for OM and AR modules next.
– Reduced time to run 17,000 jobs from 250 hours to 65 hours
– Maintained smaller databases and provided the flexibility for scheduling hundreds of archiving jobs at night and weekends to increase efficiencies for day-to-day operations.
About the Company: Photocopier Manufacturing, $2.2 Billion Annually
• Application:– Oracle E-Business Suite (OCEAN)
• Challenges:– Improving OCEAN (GL, AP, AR, CM, and
AX) service levels to support an increasing number of global business users by managing continued data growth
– Improving time to deliver new deployments of OCEAN enhancements world wide (India, China, Italy) by improving testing efficiencies
– Reducing storage capacity requirements and reducing time to create and administer 9 clones of the production environment for testing purposes
• Solution:– Optim Oracle E-Business Suite Solution –
Archiving and Test Data Management
• Client Value:– Improved service levels and optimized
database utilization by archiving historical data on a 5-year rolling window to manage continued data growth
– Increased the number of new OCEAN deployments for new countries from 2 to 4 a year by implementing test data management capabilities to improve testing processes
– Reduced storage requirements by 75 percent through archiving to manage the size of production environments and replacing cloning with subsetting to create realistic right-sized development and testing environments
About the Client: Container Shipping, € 5.9 Billion Annually
• Application:– Oracle E-Business Suite
• Challenges:– Avoiding the painful four consecutive 24-
hour man-days required for the last Oracle E-Business upgrade to 11i and maintaining 24/7 manufacturing operations
– Supporting business growth by taking a proactive approach for managing application data before adding a large manufacturing site that could quadruple the size of the database
– Improving performance levels for AP, GL, FA, INV and WIP processing and reporting by maintaining consistent database size
• Solution:– Optim Oracle E-Business Suite
• Client Value:– Projected a significant reduction in
downtime for the next Oracle E-Business upgrade by archiving historical data prior to the upgrade
– Archived historical data to accommodate a new manufacturing site that processes more than 70,000 WIP move transactions a day
– Aligned application performance to meet processing requirements for GL and AP and other modules by implementing database archiving to maintain zero database growth rate
About the Client: Manufacturing, $1.3 Billion Annually
• Application:– Oracle E-Business Suite
• Challenges:– Mitigating legal and monetary risks
associated with Financial industry regulations to retain historical data for 7 to 10 years
– Implementing an internal mandate to control costs by managing data growth and reducing database size
– Accommodating increased data volumes without having to upgrade from 4 to 16 processors
– Improving service levels for GL, AR, AP and AM processing to ensure timely financial reporting
• Solution:– Optim Oracle E-Business Suite Solution
• Client Value:– Supported compliance initiatives by
archiving historical data and implementing cost-effective tiered storage strategies to keep data accessible
– Achieved the best price/performance ratio mandated by senior management by archiving to keep databases at a manageable size
– Archived historical financial data and maintained capacity requirements at 4 processors indefinitely
– Improved service levels for over 2000 employees to satisfy 24/7 SLAs and ensuring timely online and batch financial reporting
About the Client: Financial Services, € 212 Million Annually
• Application:– Oracle E-Business Suite
• Challenges:– Improving returns processing for large
retail clients by managing data growth that was affecting Oracle Financials GL, AP and AR reporting
– Proactively managing 300 GB databases that were doubling in size annually and expected to quadruple in size with the addition of new services
• Solution:– Optim Oracle E-Business Suite
Solution
• Client Value:– Achieved reporting goals by
archiving historical data to shorten batch processing for timely GL, AP, and AR financial processing
– Easily accommodated the addition of new services by implementing archiving to keep databases at a manageable size and deferred capacity upgrades
About the Client: Retail Software Solutions, Privately Held
• Application:– Oracle E-Business Suite
• Challenges:– Improving returns processing for large
retail clients by managing data growth that was affecting Oracle Financials GL, AP and AR reporting
– Proactively managing 300 GB databases that were doubling in size annually and expected to quadruple in size with the addition of new services
• Solution:– Optim Oracle E-Business Suite
Solution
• Client Value:– Achieved reporting goals by
archiving historical data to shorten batch processing for timely GL, AP, and AR financial processing
– Easily accommodated the addition of new services by implementing archiving to keep databases at a manageable size and deferred capacity upgrades
About the Client: Retail Software Solutions, Privately Held
• Application:– Oracle E-Business Suite
• Challenges:– Managing the 20 to 25% annual data
growth rate in Oracle E-Business Suite and managing the expected data growth of 40 to 50% in the next year for the projected upgrade from 10.7 to 11i.
– Reducing costs for the additional hardware and storage required to support continued data growth
– Meeting compliance requirements for retaining historical data for 3 to 10 years, while keeping data accessible
– Reducing the time, effort and downtime associated with upgrading Oracle E-Business Financials
• Solution:– Optim Oracle E-Business Suite Solution
• Client Value:
– Controlled data growth by implementing database archiving for Oracle E-Business Suite
– Projected a savings of $2million in IT capacity expansion costs over 5 years, and provided the capability to move archived data to a less expensive storage options
– Supported compliance requirements by providing access to archived data and the capability to report against this data
– Projected a reduced cutover time to upgrade from Oracle E-Business 10.7 to 11i implementation
About the Client: Marketing Services, $1.1 Billion Annually
• Application:– Oracle E-Business Suite
• Challenges:– Avoiding the painful four consecutive 24-
hour man-days required for the last Oracle E-Business upgrade to 11i and maintaining 24/7 manufacturing operations
– Supporting business growth by taking a proactive approach for managing application data before adding a large manufacturing site that could quadruple the size of the database
– Improving performance levels for AP, GL, FA, INV and WIP processing and reporting by maintaining consistent database size
• Solution:– Optim Oracle E-Business Suite
• Client Value:
– Projected a significant reduction in downtime for the next Oracle E-Business upgrade by archiving historical data prior to the upgrade
– Archived historical data to accommodate a new manufacturing site that processes more than 70,000 WIP move transactions a day
– Aligned application performance to meet processing requirements for GL and AP and other modules by implementing database archiving to maintain zero database growth rate
About the Company: Manufacturing, $1.3 Billion Annually
• Application:– Oracle E-Business Suite
• Challenges:– Proactively managing growth of
transactional data in Accounting, Sales, and Logistics applications before deploying Oracle E-Business Suite to Nordic countries
– Improve the batch and online performance by archiving historical data to improve service levels
– Improving operational efficiencies for daily operations, administration, routine maintenance and upgrades
• Solution:– Optim Oracle E-Business Suite
Solution
• Client Value:– Archived 150 GB of historical data
to manage data growth for the BOM, INV, AX, and GL modules and reduced database size by 30%. Plan to implement archiving for OM and AR modules next.
– Reduced time to run 17,000 jobs from 250 hours to 65 hours
– Maintained smaller databases and provided the flexibility for scheduling hundreds of archiving jobs at night and weekends to increase efficiencies for day-to-day operations.
About the Company:Photocopier Manufacturing, $2.2 Billion Annually
