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TRANSCRIPT
Successful Purging & Archiving
In JD Edwards with
ARCTOOLS
Nuremberg
December 2008
Agenda
• Introductions
• Why Purge & Archive
• JD Edwards Integrity – An overview
• The ARCTOOLS Solution
• Background
• What it is
• How it works
• Tips for a successful purging & archiving project
• What our clients say
• Why ARCTOOLS ?
02/12/2008
Whitehouse Consultants
ORACLE Certified Advantage Partner
Highest level of partnership
JD Edwards Specialists
We only work with Oracle products
Purge and Archive Experts
Over 220 purge & archive clientsPARTNER
CERTIFIED
ADVANTAGE
CERTIFIED
02/12/2008
Our Mission
Help our customers build or maintain their leadership positions
• Technical Expertise
• Holistic approach to our clients’ organizations
• Ensuring IT systems are aligned with strategy
• Local knowledge & international experience
Currently over 220 JD Edwards
Purge & Archive
Clients using
ARCTOOLS
02/12/2008
Some Purging & Archiving Clients
Why Purge & Archive ?
02/12/2008
Excess Data Costs You Money
Decreased Productivity
Increased Storage Costs
End-user Frustration
02/12/2008
Client Example
Data Volume Maintenance Costs
Time
Processing Time Go
02/12/2008
ARCHIVE ENVIRONMENT
Inactive Data Slows you Down
INACTIVE DATA
( 40% - 80% )
ACTIVE PROD
DATA
Up to 80% of production data may be
inactive
Move to
Archive
02/12/2008
Purging & Archiving Saves you Money
After Purging & Archiving, clients report
• 50% reduction in total data volumes
• 40% performance increase on month end processing
times
• 50% improvement in sales transaction processing
• 60% improvement on scheduled jobs completing
within estimated time frame
• 50% reduction in back-up times
02/12/2008
What are your Options ?
1. Keep spending on disks, servers,
processes and people
2. Save time & money by implementing
intelligent purging & archiving
processes
OR
02/12/2008
The Archive/Purge Challenge
• Which data to purge & archive?
• How to protect data integrity?
• How to reassure end-users?
• How to ensure compliance?
02/12/2008
• JD Edwards standard tools Not robust enough
• Specific development resource intensive,
skills
• General data Not equipped for the
management solutions complexity of JD
Edwards – e.g.
integrity issues
What are your Options?
JD Edwards Integrity
An Overview
02/12/2008
The challenge is ensuring
that data integrity is
respected
JD Edwards Data Integrity
02/12/2008
JDE Data Integrity
Textbook: Headers and details
JDE Specific: Batch – GL/AP/AR batches
Cross functional area – AP/GL
integrity, orders/cardex…
JDE programs are often expecting certain data
to exist in other modules.
02/12/2008
JD Edwards Data Integrity
PV Invoice
Invoice Date 31/12/03
Posted
Paid
31/12/03
01/12/04
Purge Invoices Dates 31/12/03 or less
JDE Purge Result: Removes invoice & leaves
payment causing integrity
issue
ARCTOOLS Result: Nothing purged
The ARCTOOLS Solution
Background
Developed specifically for JD Edwards
by JD Edwards Experts in partnership
with the JD Edwards Company
02/12/2008
ARCTOOLS Roadmap
Arctools for MS/SQL Server2008
Arctools for Oracle2007
Software beta tested at Cargill2002
ARCTOOLS for AS/400 - In partnership
with JD Edwards & US user group2001
The ARCTOOLS Solution
What it is
02/12/2008
ARCTOOLS - What it is
• JD Edwards rules by Module
• Purge & Archive Procedures
• Purge & Archive Audit Module
• Implementation Documentation
• JD Edwards Version Independent
• JD Edwards Platform Independent
Archive and Purge methodology which respects
integrity in both the production and archive
environments
02/12/2008
ARCTOOLS Product Range
Platform Database ARCTOOLS Product
Windows Oracle ARCTOOLS Enterprise Manager
Windows SQL/Server ARCTOOLS Enterprise Manager
Unix Oracle ARCTOOLS Enterprise Manager
IBM System I DB2 ARCTOOLS/400
• Based on the same principles & methodologies
• Adapted for different platforms & databases
• No ERP propriety middleware
• Use native database language
• Designed for Optimal performance
The ARCTOOLS Solution
How it works?
02/12/2008
Overview of the solution
ARCTOOLS modules for JDE E1
DST MFG FIN
Archive
Database
Production
Database
Driving
FileArchive
Purge1
2
3
ARCTOOLS Modules: The rules which identify the data to be Archived and Purged.
02/12/2008
Production
Data
Archived
Data
Access to
Archived data
using the
JD Edwards login
Native Access to Archived Data
02/12/2008
ARCTOOLS Configuration & Setup
02/12/2008
ARCTOOLS Purge Set Detail
02/12/2008
ARCTOOLS Rule Master Detail
02/12/2008
Schedule Driver / Archive / Purge
02/12/2008
ARCTOOLS Job Log - Overview
02/12/2008
ARCTOOLS Job Log – Driver
02/12/2008
ARCTOOLS Job Log - Archive
02/12/2008
ARCTOOLS Job Log - Purge
Tips for a Successful Purge & Archive
Project
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� A real project – needs adequate resources
� Choose the right team – technical and functional
� Communicate, Communicate, Communicate
� Clear Goals – Create specific bench marks
Tips for a successful project - Before
02/12/2008
� Test, Test and Test again
� Do “as if” purging to get business buy in
� Identify quick wins to reassure end users
� Demonstrate early in the project that the archived
data is easily accessible
� Keep an audit trail for compliance
� Communicate, Communicate, Communicate
Tips for a successful project - During
02/12/2008
Schedule regular purging & archiving
Tips for a successful project - After
02/12/2008
Questions to ask Vendors
• Is your solution pre-configured for ALL
modules?
• Can it be adapted to incorporate client
modifications e.g.. F55 / F56 tables?
• How long is the implementation time ?
• Do I need to buy more hardware to implement
the solution ?
• Does it still work when I upgrade my JD
Edwards version ?
What our clients say ?
02/12/2008
Listen to our Clients
“We used ARCTOOLS Enterprise Manager (AEM) from Whitehouse
Consultants to purge JD Edwards historic data on our Oracle /Unix platform.
We successfully purged 35% of our business data while
adhering to the integrity rules inherent in JD Edwards, our business
managers’ expectations and French compliance regulations.”
Roger Beesley, CIO, Materis
02/12/2008
“After we successfully purged our distribution modules
using ARCTOOLS and we dropped/reloaded and re-
indexed the tables, we saw a 54% increase in
performance on some of the Sales transactions..
Benchmarks for Europe came back similar to North
America, over 45%
performance improvement .”
Ryan Dumas, JD Project Manager, Westcon
Listen to our Clients
02/12/2008
“We have been running JD Edwards for 10 years and were unable, until
now, to purge data without losing referential integrity. With some relatively
simple query type data selection, we were able to reduce some of our
larger databases by approximately two thirds. In one general ledger file
that had over 175 million records, we were able to reduce it to 65
million records. This tool has helped us to maintain an aggressive
upgrade schedule.”
Bill Tritch
JDE Product Manager, Cargill.
Listen to our Clients
02/12/2008
10 Reasons to Choose ARCTOOLS
1. ARCTOOLS is recommended by ORACLE.
2. ARCTOOLS was developed in collaboration with JD
Edwards and extensively tested at several JD
Edwards sites.
3. ARCTOOLS is proven to be effective with over 220
JDE customers on six continents using ARCTOOLS.
4. ARCTOOLS is fast to implement and quickly
achieves quantifiable results – a typical project takes
12 days.
5. ARCTOOLS purges with Integrity.
02/12/2008
6. ARCTOOLS allows for archived data to be put back into production, if necessary.
7. ARCTOOLS keeps related data together in both live and archive environments.
8. ARCTOOLS purges and archives without programming and without locking out users.
9. ARCTOOLS is easy to use. An intelligent “ front-end” allows the purge to be set up without the user needing in-depth JD Technical knowledge.
10.ARCTOOLS delivers excellent value.
10 Reasons to Choose ARCTOOLS
02/12/2008
Phone: +33 (0) 1 42 25 05 90
Email: [email protected]
Email: [email protected]
Contact Details
Contact: Barry or Antonio
Whitehouse Consultants, Paris :
www.whitehouse-france.com