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Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
Adam Gwosdof, Applimation
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Adam Gwosdof, Applimation

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  • GROUP – We like the 2-sided graph. But it occurs too many times and if we are going to use it, let’s just use it once and use it here. And we need to add the saw teeth to the right hand side so that Adam will stop talking about it each time. Frank - See slide below for example of saw tooth image.
  • Want to point out that our solution is in accordance with Oracle’s A&P routines for certification purposes. However, I want to also point out why our A&P routines are more efficient and effective.   ( Note: You should run thru each initiative here. As you can see, you are setting up the “triangle” slide with our products.
  • Carquest is archiving to do 11i Upgrade SWGas is 11i data growth Comcast is Operational Efficiency
  • Frank to make this better!!! Let’s discuss ideas.
  • We are both a PeopleSoft and Oracle certified solution provider.
  • We are both a PeopleSoft and Oracle certified solution provider.
  • Industry: Chemicals Lessons learned: First time Lubrizol outsourced development, which required much communication with technical, project and management team. Weekly builds into client staging environment allowed for quick implementation and client visibility earlier. 90 day delivery timelines for project phases to ensure continued improvement. Full time business team members: 1 Full time technical team members: 2 Part time business team members: 5 Part time technical team members: 10 Number of business channels: 12 Global Accounts, 900 Regional Accounts Types of business channels: Global and Regional customers, Distributors/Agents, Lubrizol Warehouses, Toll Blenders, Transportation Companies, Lubrizol Subsidiaries, Suppliers Number of users: At the end of phase 2, will have approx. 3000 active users; estimated active users at the end of Phase 4 is 4500 Rollout methods: Initial pilot with about 10 customers, then allow Acct. Managers to determine regional rollout process. New release every 90 days to enhance site and accommodate new customers. First phase is Europe (no existing Extranet), Phase 2 is North American (replace existing Extranet), Phase 3 is Asia Pacific and Phase 4 is Latin America.
  • Industry: Chemicals Lessons learned: First time Lubrizol outsourced development, which required much communication with technical, project and management team. Weekly builds into client staging environment allowed for quick implementation and client visibility earlier. 90 day delivery timelines for project phases to ensure continued improvement. Full time business team members: 1 Full time technical team members: 2 Part time business team members: 5 Part time technical team members: 10 Number of business channels: 12 Global Accounts, 900 Regional Accounts Types of business channels: Global and Regional customers, Distributors/Agents, Lubrizol Warehouses, Toll Blenders, Transportation Companies, Lubrizol Subsidiaries, Suppliers Number of users: At the end of phase 2, will have approx. 3000 active users; estimated active users at the end of Phase 4 is 4500 Rollout methods: Initial pilot with about 10 customers, then allow Acct. Managers to determine regional rollout process. New release every 90 days to enhance site and accommodate new customers. First phase is Europe (no existing Extranet), Phase 2 is North American (replace existing Extranet), Phase 3 is Asia Pacific and Phase 4 is Latin America.
  • Industry: Chemicals Lessons learned: First time Lubrizol outsourced development, which required much communication with technical, project and management team. Weekly builds into client staging environment allowed for quick implementation and client visibility earlier. 90 day delivery timelines for project phases to ensure continued improvement. Full time business team members: 1 Full time technical team members: 2 Part time business team members: 5 Part time technical team members: 10 Number of business channels: 12 Global Accounts, 900 Regional Accounts Types of business channels: Global and Regional customers, Distributors/Agents, Lubrizol Warehouses, Toll Blenders, Transportation Companies, Lubrizol Subsidiaries, Suppliers Number of users: At the end of phase 2, will have approx. 3000 active users; estimated active users at the end of Phase 4 is 4500 Rollout methods: Initial pilot with about 10 customers, then allow Acct. Managers to determine regional rollout process. New release every 90 days to enhance site and accommodate new customers. First phase is Europe (no existing Extranet), Phase 2 is North American (replace existing Extranet), Phase 3 is Asia Pacific and Phase 4 is Latin America.
  • Transcript

    1. Welcome Archiving, Subsetting, Scrambling – Oracle Apps, PeopleSoft, Siebel, and Custom Applications
    2. Welcome <ul><li>Let’s make today’s presentation interactive </li></ul><ul><li>Who are you? And why are you Here? </li></ul><ul><ul><li>Functional? </li></ul></ul><ul><ul><li>Technical? </li></ul></ul><ul><ul><ul><li>DBA </li></ul></ul></ul><ul><ul><ul><li>Developer </li></ul></ul></ul><ul><ul><ul><li>Superuser </li></ul></ul></ul><ul><li>Applications and Modules causing “growing pains” </li></ul>
    3. About me <ul><li>Adam Gwosdof – [email_address] </li></ul><ul><li>Worked at Oracle Corporation in the Applications Division, starting in 1988 </li></ul><ul><ul><li>Oracle Assets </li></ul></ul><ul><ul><li>Oracle Payables </li></ul></ul><ul><li>Worked with Oracle Consulting through the early and mid 1990’s, doing Apps Implementations </li></ul><ul><li>Now manage Applimation’s Oracle relationships </li></ul>
    4. Applimation Overview <ul><li>Application Archiving </li></ul><ul><li>Database Subsetting </li></ul><ul><li>Data Masking </li></ul><ul><li>Database Reorg </li></ul><ul><li>Change Management </li></ul><ul><li>SOX Compliance </li></ul><ul><li>Segregation of Duties </li></ul><ul><li>Security Reporting </li></ul>Company Background Data Growth Management IT Controls & Compliance INFORMIA INTEGRA <ul><li>Headquartered in NYC </li></ul><ul><li>375+ Customers </li></ul><ul><li>105 Employees </li></ul><ul><li>Investors: JMI Equity Fund & Battery Ventures </li></ul><ul><li>Oracle, PeopleSoft & Siebel </li></ul>
    5. Applimation Lifecycle Management <ul><li>Archive and Purge </li></ul><ul><li>Combined access to historical and current transactions </li></ul><ul><li>Repeatable Policy-based data movement </li></ul><ul><li>Shrink test environments </li></ul><ul><li>Mask sensitive data </li></ul><ul><li>… throughout the lifecycle </li></ul>Challenge: Data Growth Solution: INFORMIA <ul><li>Enhance internal controls </li></ul><ul><li>Manage impact of change </li></ul><ul><li>Ensure application integrity </li></ul><ul><li>Enforce Segregation of Duties rules </li></ul><ul><li>Automate SOX compliance </li></ul><ul><li>… throughout the lifecycle </li></ul>Challenge: Managing Change Solution: INTEGRA
    6. Data Management Challenges Benefits of archiving
    7. The challenge of increasing data growth Active data Inactive data Performance Time Database Size <ul><li>BEFORE INFORMIA </li></ul><ul><li>Growing storage costs </li></ul><ul><li>Diminishing performance </li></ul><ul><li>Increasing maintenance & compliance work </li></ul><ul><li>AFTER INFORMIA </li></ul><ul><li>Lower, stable storage costs </li></ul><ul><li>Improved, stable performance </li></ul><ul><li>Reduced maintenance & compliance work </li></ul>Reduced costs <ul><li>AFTER INFORMIA </li></ul><ul><li>Reduced Total Cost of Ownership </li></ul>Escalating costs Benefits:
    8. Business reasons to manage growth <ul><li>Many copies of production </li></ul><ul><ul><li>Project teams require many testing and development environments </li></ul></ul><ul><li>Compliance requirements </li></ul><ul><ul><li>SOX regulating data retention </li></ul></ul><ul><ul><li>Data must be retained for potential audits </li></ul></ul><ul><li>Application Upgrades </li></ul><ul><ul><li>Increased growth due to larger footprint </li></ul></ul>
    9. Data Management Options <ul><li>Purchase additional hardware </li></ul><ul><li>DBAs tune application standard code </li></ul><ul><li>Purge using Vendor provided purge routines if available </li></ul>THE PROBLEM: constantly spending on hardware, tuning only does so much, purging doesn’t archive
    10. Benefits of 3 rd party solution <ul><li>Improve production environment performance </li></ul><ul><li>Fully retire inactive data to offline storage devices </li></ul><ul><li>Reduce size and resource requirements of the production environment </li></ul><ul><li>Archive and purge inactive data </li></ul><ul><li>Improve backup and recovery time requirements </li></ul><ul><li>Maintain access to application data through familiar screens & reports </li></ul>
    11. Key Strengths <ul><li>Speed and Scalability of Archiving / Purging Process </li></ul><ul><ul><li>Faster than approaches based on vendor-proprietary purge </li></ul></ul><ul><ul><li>Archive and purge are unified and optimized </li></ul></ul><ul><li>Applimation metadata-driven technology: </li></ul><ul><ul><li>Does not mine archive logs </li></ul></ul><ul><ul><li>Never requires specific Oracle patches or patch sets </li></ul></ul><ul><ul><li>Data is never unloaded then reloaded to database! </li></ul></ul><ul><li>PeopleSoft and Siebel Certified </li></ul><ul><li>Oracle Integration Validation </li></ul><ul><li>Table/Index/Tablespace Reorg built in </li></ul><ul><li>MetaStudio – productized developer’s edition </li></ul>
    12. Over 115 Informia Customers City of Chicago
    13. Applimation Informia Solution Overview
    14. Informia-Enterprise Solution Applimation Informia Informia Archive Informia Subset Informia Reorg Product Meta Studio Data Growth Monitor Applimation Dashboard Platform Database Support Oracle Database Application Support Oracle Apps (E-Business Suite) PeopleSoft Custom or 3 rd Party Applications Siebel DB2/UDB & DB2/zOS SQL Server
    15. Meeting the Challenge - Archive <ul><li>Use Archive to identify inactive data, honoring retention policy and business rules. </li></ul>ONLINE ARCHIVE DATABASE <ul><li>Then relocate data to archives: </li></ul><ul><li>Users access ALL data seamlessly! </li></ul><ul><li>Always Accessible </li></ul><ul><li>No Developer Modifications Needed </li></ul><ul><li>No Customizations Required </li></ul>Seldom-used Applimation Informia Solution: PRODUCTION DATABASE Actively-used data Retire Seldom-used ENCAPSULATED XML ARCHIVES Retired data Online Archive Module XML Archive Module
    16. Meeting the Challenge – Subset & Data Masking <ul><li>Use Subset to flexibly create database subsets </li></ul>Data for Module C Data for Module B Data for Module A PRODUCTION DATABASE CLONE OF PRODUCTION DATABASE TO SUBSET Subset for Module C Subset for Module B Subset for Module A SUBSET OF PRODUCTION DATABASE DATA MASK OF DATABASE SUBSET <ul><li>Optionally mask sensitive data in non-production databases </li></ul>CLONE OF DATABASE SUBSET CLONE OF MASKED DATABASE SUBSET Applimation Informia Solution:
    17. Meeting the Challenge - Reorg <ul><li>Use Reorg to optimize tables, indexes, and tablespaces after archiving: </li></ul>TABLESPACE TABLESPACE DATAFILE 1 DATAFILE 2 TABLE A Part 1 of 2 TABLE B TABLE C Part 1 of 2 TABLE A Part 2 of 2 TABLE C Part 2 of 2 TABLE D Free DATAFILE 1 DATAFILE 2 TABLE A Part 1 of 2 TABLE B TABLE C Part 1 of 2 TABLE A Part 2 of 2 TABLE C Part 2 of 2 TABLE D Free Applimation Informia Solution: DATAFILE 1 Free Free TABLE A TABLE B TABLE C TABLE D Temporary DATAFILE Temporary TABLESPACE Free Copy of TABLE A Copy of TABLE B Copy of TABLE C Copy of TABLE D
    18. MetaStudio – Developer’s Edition for Custom Archiving Archive Engine <ul><li>Developer Toolkit to build and enhance metadata </li></ul><ul><li>Identify tables to archive/purge </li></ul><ul><li>Discover relationships </li></ul><ul><li>Create or modify business rules </li></ul><ul><li>… for pre-supported business applications, or for entirely custom/in-house applications </li></ul>Archive Engine MetaStudio Oracle Applications PeopleSoft Siebel Custom/3 rd Party
    19. Online Archive ??? APPS or SYSADM or SIEBEL Business Application(s) Production AM_AGENT Schema that contains Informia Archive engine AM_HISTORY Schema that contains permanent repository of Online Archive data Applimation Repository (TOOLS) AM_HOME Schema that contains Informia seed data and programs AM_RELOC Temporary relocation area – exists only during archive/purge process AM_HISTORY Applimation Repository (TOOLS) AM_HOME Production APPS or SYSADM or SIEBEL
    20. Online Archive Process 2003 AM_HISTORY 2004 2005 2006 Production Archive / History 2003 1. Archive 2003 Data to Relocation Area 2. Purge 2003 Data from Production 3. Merge 2003 Data to Online Archive 4. Validate; Drop Relocation Area <ul><li>Resize tables/indexes based on purged data </li></ul><ul><li>Reclaim additional space from non-purged data </li></ul><ul><li>Right-size the underlying datafiles with revised growing room based on forward-looking retention policy </li></ul>Optional process following archive AM_RELOC 2004 2005 2006
    21. Seamless Data Access <ul><li>Auto-generated </li></ul><ul><li>No user re-training </li></ul><ul><li>Access to: </li></ul><ul><ul><li>Current </li></ul></ul><ul><ul><li>Combined (current + history) </li></ul></ul><ul><li>No modifications to code base </li></ul><ul><li>Support for any/all query tools </li></ul>Archive Data Production Data
    22. Data Growth Monitor <ul><li>On-demand view </li></ul><ul><li>Current size </li></ul><ul><li>Growth rate </li></ul><ul><li>Data distribution </li></ul><ul><li>Tablespace </li></ul><ul><li>Application </li></ul><ul><li>Instance </li></ul><ul><li>Server </li></ul><ul><li>Storage device </li></ul>
    23. Create and Schedule “Policies” 1. Choose Entities 2. Specify Parameters 3. Generate Candidates
    24. Candidate exception reporting All records within date range Business rule exceptions are not archiveable All archiveable records
    25. Online Archive Workbench 1. Choose Entities 2. Specify Parameters 3. Generate Candidates 5. Relocate History Data 4. Process Archive/Purge
    26. Oracle Integration Validation Certified Archive Solution
    27. PeopleSoft Certified Certified Archive Solution
    28. Siebel Validated Solution Certified Archive Solution
    29. Application and Customer Aware <ul><li>For your Oracle packaged modules </li></ul><ul><ul><li>Application-aware pre-configured “Entities” </li></ul></ul><ul><ul><li>Oracle validated </li></ul></ul><ul><ul><li>Policies compatible with your calendar periods </li></ul></ul><ul><ul><li>Faster and more scalable than alternative approaches </li></ul></ul><ul><li>For your custom tables and applications </li></ul><ul><ul><li>MetaStudio – a complete workbench for managing custom data </li></ul></ul>
    30. Role-Based Security <ul><li>Supports Compliance & Segregation of Duties </li></ul><ul><li>Roles include: Archive Administrator (DBA), Archive User (Policy Manager), Archive Scheduler (Operations), Archive Developer </li></ul><ul><li>Keeps Administrator and Policy Managers apart </li></ul><ul><li>“Who can Define” versus “Who can Do” </li></ul>
    31. Oracle Applications 11i Archiving Collections HR/Payroll General Ledger Fixed Assets Cash Management iReceivables Receivables Payables Financials Field Service iSupport Customer On-Line Telesales Order Capture/ Quoting/Sales On-Line Service Contracts Contracts Core CRM Workflow Shipping Purchasing Order Management Inventory Supply Chain Project Accounting Work in Process Cost/BOM Manufacturing
    32. PeopleSoft 7.5 through 8.9 Archiving Human Capital Management Benefit Administration Base Benefits Payroll NA Human Resources Time and Labor Inventory Project Costing Billing Asset Management Purchasing Accounts Receivable Accounts Payable General Ledger Financials
    33. Siebel 7.5, 7.7, 7.8 Archiving Service Requests Quotes Quality – Change Requests Orders Opportunities Messages Invoices Activities Horizontals Orders Service Requests Quality – Change Requests Invoices Activities Verticals
    34. Sample Retention Policies Monthly Delete workflows older than 15 days as part of regular Oracle workflow purge Workflow Quote General Ledger Cash Management AP/Procurement Supplier Schedules WIP Cost History Inventory Module Expired Quotes, older than 9 months will get deleted 12+2 Months of adjustment period, after a period is permanently closed 6 Months + Current Month 2-3 Months after PO gets finally closed 2 Months + Current Month 2 Months + Current Month 2 Months + Current Month 2 Months + Current Month Production Data Retention Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Archiving Frequency
    35. Informia Reorg <ul><li>Use Reorg to optimize tables, indexes, and tablespaces after archiving: </li></ul>TABLESPACE TABLESPACE DATAFILE 1 DATAFILE 2 TABLE A Part 1 of 2 TABLE B TABLE C Part 1 of 2 TABLE A Part 2 of 2 TABLE C Part 2 of 2 TABLE D Free DATAFILE 1 DATAFILE 2 TABLE A Part 1 of 2 TABLE B TABLE C Part 1 of 2 TABLE A Part 2 of 2 TABLE C Part 2 of 2 TABLE D Free Applimation Informia Solution: DATAFILE 1 Free Free TABLE A TABLE B TABLE C TABLE D Temporary DATAFILE Temporary TABLESPACE Free Copy of TABLE A Copy of TABLE B Copy of TABLE C Copy of TABLE D
    36. Data Masking <ul><li>Scramble or encrypt any data FK/PK surrogate keys </li></ul><ul><li>Masking Methods </li></ul><ul><ul><li>Built-in encryption </li></ul></ul><ul><ul><li>Scrambling algorithm </li></ul></ul><ul><ul><li>Easily extend to include one of your own </li></ul></ul><ul><li>De-identify sensitive data </li></ul><ul><ul><li>Employees </li></ul></ul><ul><ul><li>Customers </li></ul></ul><ul><ul><li>Suppliers </li></ul></ul><ul><li>Perfect for training, testing, development databases </li></ul><ul><li>Good for offshore development </li></ul>
    37. Archive Sample Project Plan Project Timeline Kick-Off Kick-Off Technical Sessions ValidateDGA 2 Weeks Install Run Sample Cycles Create Data Access Plan Next Steps Module 1 Module 2 Module 3 Train Archive User Review Business Rules Conference Room Pilot Installation and Training 1 Week Refine Cycle Testing Approve Business Rules ~ 6 Weeks Simulate Data Access Verif. Prod. Sims Hardware/ Software Configs Setups ~ 6 Weeks Deploy GO-LIVE Go-Live
    38. Customer Support <ul><li>24x7Availability </li></ul><ul><li>Product Download Center </li></ul><ul><ul><li>Products </li></ul></ul><ul><ul><li>Patches </li></ul></ul><ul><ul><li>Documentation </li></ul></ul><ul><ul><li>Tools </li></ul></ul><ul><li>Customer Support Center </li></ul><ul><ul><li>Submit Cases </li></ul></ul><ul><ul><li>View and Comment on Open/Closed Cases </li></ul></ul><ul><ul><li>Solutions Center – Knowledge Base </li></ul></ul><ul><li>Patch Development performed within Customer Support </li></ul><ul><li>Interface with Product Development for enhancement requests and long-term problem resolution </li></ul>
    39. Client: Electronic Arts <ul><li>Industry: Multimedia and Graphics Software </li></ul><ul><li>Modules Archived: AR, INV, OE/ONT </li></ul><ul><ul><li>Business Rules Modified: None </li></ul></ul><ul><ul><li>Customizations Accommodated: Added 27 custom tables </li></ul></ul><ul><li>Environment: Oracle Apps 11.5.9, DB Version 9.2.0.5 RAC </li></ul><ul><li>Implementation timeline: </li></ul><ul><ul><li>Phase 1 1/24/05, Testing in February/March then 3 week delay until UAT, UAT testing April/May. </li></ul></ul><ul><ul><li>Archive Production Cycles started June, 2005 </li></ul></ul><ul><li>Key project highlights: Archives will run every weekend from June to November until data retention policies are caught up </li></ul>
    40. Client: AT&T Wireless <ul><li>Industry: Telecommunications </li></ul><ul><li>Modules Archived: FA, INV, AP, PO, OE/ONT </li></ul><ul><ul><li>Business Rules Modified: Upgrade to 11i affected last_update_date rules </li></ul></ul><ul><ul><li>Customizations Accommodated: Added custom tables to INV entity </li></ul></ul><ul><li>Environment: Oracle Apps 11.5.7/11.5.8 mixed, DB Version 9.2.0.4 </li></ul><ul><li>Implementation timeline: </li></ul><ul><ul><li>Phase 1 7/6/04, Changed priority of modules to put FA first due to end of month close issues </li></ul></ul><ul><ul><li>Archive Production Cycles started November, 2004 </li></ul></ul><ul><li>Key project highlights: Archived out 1998 through 2002 data to reduce database by 50%. Performed reorg to reclaim space. Monthly archives planned. </li></ul>
    41. Client: IKON <ul><li>Industry: Office Solutions </li></ul><ul><li>Modules Archived: OM, PO, INV </li></ul><ul><ul><li>Business Rules Modified: Created rule to check open payment schedules for OM </li></ul></ul><ul><ul><li>Customizations Accommodated: Added custom tables </li></ul></ul><ul><li>Environment: Oracle Apps 11.5.9, DB Version 9.2.0.5 RAC </li></ul><ul><li>Implementation timeline: </li></ul><ul><ul><li>Phase 1 January 2004, Implementation of Subset and Archive concurrent so priorities shifted often, Delayed to prioritize upgrade from 11.5.8 to 11.5.9 in November, 2004 </li></ul></ul><ul><ul><li>Archive Production Cycles started May, 2005 </li></ul></ul><ul><li>Key project highlights: Archived out 540GB in first cycle, Archive will run quarterly, Field Service and Contracts are next to Go Live </li></ul>
    42. Customer Quotes <ul><li>“ Thank you - The superb support staff at Applimation who made me feel like I was their only customer and my issue was their most important concern” - Peter Plackowski </li></ul><ul><li>“ Applimation's Service and Support team surpassed any support team we've ever worked with.  They were on-call 24/7 and addressed all our questions and concerns so we could achieve a smooth archive and go-live. We have not only saved substantial costs is disk storage, we have improved the overall performance of our system” - Bob Peery </li></ul><ul><li>“ Excellent service. Always available to help” - Chris Carriero </li></ul>
    43. Summary <ul><li>Anticipation of performance and storage issues might actually be your “ticket” towards proactively addressing data retention and compliance issues. </li></ul><ul><li>Data Growth Management is an interdisciplinary challenge – you need to build consensus among technical, functional, and management </li></ul><ul><li>Start Soon – with budgeting and implementation timeframes, your time horizon is now </li></ul>

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