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Pivotal CRM Data Archiving
                                            Align your enterprise data management with your business objectives

KEY FEATURES:                               It’s a fact—your enterprise database is growing in size and complexity every
                                            day, making it harder to manage in the long run. Left unchecked, your growing
•	 Run archiving on a more frequent basis
                                            database will gradually degrade performance. Poor performance means risk
•	 Reduce archiving processing time         of failing to meet service level agreements, and possible legal liability for
•	 Improve Pivotal CRM performance          violating regulations or data privacy acts.
•	 Reclaim underutilized capacity
                                            To manage growth, you could add storage capacity, tune and partition,
•	 Support more economical disk             backup and purge. But temporary fixes won’t address the underlying growth
   storage options
                                            issue, or mitigate your risk. In the long run, all these activities do is increase
•	 Reduce or even avoid server and          your administrative, maintenance and hardware costs.
   hardware purchases
•	 Speed application upgrade and            Take Control of Your Data
   migration projects
                                            Pivotal CRM Services offers the CDC Software Data Archiving solution that streamlines your data
•	 Mitigate legal and compliance risks      management operations and ensures continued, long-term, secure access to your archives.
•	 Reduce administrative costs              CDC Software Data Archiving can safely remove and archive selected data from your current
•	 Accelerate backup, data restoration,     Pivotal CRM production database to a secure archive storage device. With CDC Software Data
   and disaster recovery times              Archiving you will:
                                            •	 Archive, manage and retain Pivotal CRM data at the transaction and business object levels
                                            •	 Preserve data in specific format, such as an audit-ready, point-in-time format
                                            •	 Apply business policies to segment data from current production data into backup,
                                               development, test, and quality control areas.
                                            •	 Apply storage strategies and policies to archive and migrate data cost-effectively at appropriate
                                               points of its lifecycle
                                            •	 Create realistic and manageable test databases
                                            •	 Apply security strategies at the data, business object and file levels to ensure data privacy

                                            Automate database administration activities, including test/refresh, archive/restore
                                            and purge functions


                                                                                             Storage Agnostics


                                                                                                                 Tier II



                                                                                                                 Tier III



                                               Pivotal CRM Main dB                                                              Archived
                                                                                                                 CAS
                                                                                                                                 Tables
                                                                                                                                and Files


                                                                                                                                  Data
                                                                                                                                Migration
                                                                                                                 Optical         Rules




                                                                                                                 Tape




                                                                                                                 Disposal




                                                                                                                             Pivotal CRM | Datasheet
Pivotal CRM Data Archiving



          Pivotal CRM Enterprise Data                          Test System

                    Company                                       Table X

                     Contact                                      Table Y                                                            Archive dB
                                                                                                                                          Table X
                   Opportunity                                    Table Z
                                                                                                                                          Table Y
                Support_Incident
                                                                                                                                          Table Z
                RN_Appointment
                                                                                    Test / Refresh
                 RN_Interaction                                                       Templates
                                                                                  Archive / Restore                                       Archive
                  Journal_Items                                                                                                             File
                                                                                     Templates
                 Journal_History                                                        Purge
                                                                                      Templates
                 Journal_Pages                                                                                                                      Report
                                                                                                                                Inquire

                 Custom Tables




CDC Software Data Archiving leverages industry standards, such as ODBC/JDBC, XML, and SQL Reporting Services, to allow your users to browse,
query, and report on your archived data.

Getting Started
CDC Software Data Archiving is a service extension for Pivotal CRM, designed to ensure a successful implementation and help you to achieve
quantifiable results quickly. Working together your project team, Pivotal Professional Services will help you define business and functional requirements
for archiving, data retention, and test data management. Together, we identify operating requirements and success criteria, and create an
implementation plan.

Next, we install and configure the software and train your team on its fundamental operations. From there, we provide the guidance, knowledge transfer,
and skills development to help you execute the implementation plan. As your team expands, you can take advantage of ongoing training to fine-tune
your deployment utilizing the software’s advanced capabilities.

Additional professional services are available to further extend the benefits of enterprise data management.




Learn More About the Pivotal CRM Professional Services
Learn more about how this and other Pivotal CRM professional services solutions can meet your organization’s unique needs. Contact your Pivotal CRM
professional services director or account manager today at +1 877-PIVOTAL (+1 877-748-6825) or visit us online at http://www.pivotalcrm.com.

Copyright © CDC Software 2008. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.

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data archiving

  • 1. Pivotal CRM Data Archiving Align your enterprise data management with your business objectives KEY FEATURES: It’s a fact—your enterprise database is growing in size and complexity every day, making it harder to manage in the long run. Left unchecked, your growing • Run archiving on a more frequent basis database will gradually degrade performance. Poor performance means risk • Reduce archiving processing time of failing to meet service level agreements, and possible legal liability for • Improve Pivotal CRM performance violating regulations or data privacy acts. • Reclaim underutilized capacity To manage growth, you could add storage capacity, tune and partition, • Support more economical disk backup and purge. But temporary fixes won’t address the underlying growth storage options issue, or mitigate your risk. In the long run, all these activities do is increase • Reduce or even avoid server and your administrative, maintenance and hardware costs. hardware purchases • Speed application upgrade and Take Control of Your Data migration projects Pivotal CRM Services offers the CDC Software Data Archiving solution that streamlines your data • Mitigate legal and compliance risks management operations and ensures continued, long-term, secure access to your archives. • Reduce administrative costs CDC Software Data Archiving can safely remove and archive selected data from your current • Accelerate backup, data restoration, Pivotal CRM production database to a secure archive storage device. With CDC Software Data and disaster recovery times Archiving you will: • Archive, manage and retain Pivotal CRM data at the transaction and business object levels • Preserve data in specific format, such as an audit-ready, point-in-time format • Apply business policies to segment data from current production data into backup, development, test, and quality control areas. • Apply storage strategies and policies to archive and migrate data cost-effectively at appropriate points of its lifecycle • Create realistic and manageable test databases • Apply security strategies at the data, business object and file levels to ensure data privacy Automate database administration activities, including test/refresh, archive/restore and purge functions Storage Agnostics Tier II Tier III Pivotal CRM Main dB Archived CAS Tables and Files Data Migration Optical Rules Tape Disposal Pivotal CRM | Datasheet
  • 2. Pivotal CRM Data Archiving Pivotal CRM Enterprise Data Test System Company Table X Contact Table Y Archive dB Table X Opportunity Table Z Table Y Support_Incident Table Z RN_Appointment Test / Refresh RN_Interaction Templates Archive / Restore Archive Journal_Items File Templates Journal_History Purge Templates Journal_Pages Report Inquire Custom Tables CDC Software Data Archiving leverages industry standards, such as ODBC/JDBC, XML, and SQL Reporting Services, to allow your users to browse, query, and report on your archived data. Getting Started CDC Software Data Archiving is a service extension for Pivotal CRM, designed to ensure a successful implementation and help you to achieve quantifiable results quickly. Working together your project team, Pivotal Professional Services will help you define business and functional requirements for archiving, data retention, and test data management. Together, we identify operating requirements and success criteria, and create an implementation plan. Next, we install and configure the software and train your team on its fundamental operations. From there, we provide the guidance, knowledge transfer, and skills development to help you execute the implementation plan. As your team expands, you can take advantage of ongoing training to fine-tune your deployment utilizing the software’s advanced capabilities. Additional professional services are available to further extend the benefits of enterprise data management. Learn More About the Pivotal CRM Professional Services Learn more about how this and other Pivotal CRM professional services solutions can meet your organization’s unique needs. Contact your Pivotal CRM professional services director or account manager today at +1 877-PIVOTAL (+1 877-748-6825) or visit us online at http://www.pivotalcrm.com. Copyright © CDC Software 2008. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.