Effectively Managing Your Historical Data

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jointly presented by Princeton Softech and Callidus Software at TrueConnection: Sales Performance Management Conference 2007

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  • Effectively Managing Your Historical Data

    1. 1. Effectively Managing Your Historical Data Vishrut Parikh & John Buselli (Regional Vice President)
    2. 2. Agenda <ul><li>Introduction – Callidus </li></ul><ul><ul><li>Overview </li></ul></ul><ul><ul><li>Value </li></ul></ul><ul><li>Princeton Softech – John Buselli / RVP </li></ul><ul><ul><li>Company & Solution Overview </li></ul></ul><ul><li>Technology Overview – Gary Brunell / Senior Solution Consultant </li></ul><ul><ul><li>Demonstration </li></ul></ul><ul><li>Summary </li></ul>
    3. 3. Archiving Solution: Partnering with Princeton Softech Robust Archiving Solution for: <ul><li>Managing Data Growth </li></ul><ul><li>Protecting Data Privacy </li></ul><ul><li>Enabling Portfolio Optimization </li></ul>
    4. 4. Why Princeton Softech? <ul><li>Proven Enterprise Data Management Provider </li></ul><ul><ul><li>Solving complex data management issues since 1989 </li></ul></ul><ul><ul><li>2200+ Customers – 50% Fortune 500 </li></ul></ul><ul><ul><li>In-depth functional knowledge of mission-critical applications and the business rules that govern them </li></ul></ul><ul><ul><li>Large commercial scale deployments of archiving solutions that encompass: </li></ul></ul><ul><ul><ul><li>Multi-terabyte systems </li></ul></ul></ul><ul><ul><ul><li>Complex data models/multi-tiered applications </li></ul></ul></ul><ul><ul><li>Certified Partnerships with: IBM, HP, EMC, Hitachi Data Systems, Network Appliance, Sun Microsystems. </li></ul></ul>
    5. 5. Callidus POC <ul><li>Successful POC was completed </li></ul><ul><li>Defined Business Rules to qualify historical data for archiving </li></ul><ul><li>Removed historical data with minimal impact to production </li></ul><ul><li>Accessed archived data </li></ul><ul><li>Restored archive data </li></ul><ul><li>Managed and tracked archives </li></ul>Focused on 50 tables in TrueComp
    6. 6. Basic Proposition <ul><li>All data has a lifecycle </li></ul><ul><li>Over time data loses value </li></ul><ul><li>Data should be stored and managed according to its value </li></ul>Creation Frequent Access Sporadic Access Minimal Access Disposal
    7. 7. Value of Optim™ Software for TrueComp Users <ul><li>Solve pains surrounding growing volumes of data </li></ul><ul><li>Meet Compliance Requirements (i.e. Retention) </li></ul><ul><li>Improve Operational Efficiency </li></ul><ul><ul><li>Why is data growing so fast? </li></ul></ul><ul><ul><ul><li>Retention of data for auditing purposes </li></ul></ul></ul><ul><ul><ul><li>Growing compliance and data privacy requirements </li></ul></ul></ul><ul><ul><ul><li>High growth data warehouses </li></ul></ul></ul><ul><ul><li>Why is this a difficult problem to solve? </li></ul></ul><ul><ul><ul><li>Disparate applications and infrastructure </li></ul></ul></ul><ul><ul><ul><li>Auditing of both “live” and “historical” data </li></ul></ul></ul><ul><ul><ul><li>Aligned IT and business compliance is required </li></ul></ul></ul><ul><ul><li>What are the pains involved? </li></ul></ul><ul><ul><ul><li>Inactive data degrades data server performance </li></ul></ul></ul><ul><ul><ul><li>Data maintenance and storage costs </li></ul></ul></ul><ul><ul><ul><li>Security breaches or compliance failures can have enormous costs to the business </li></ul></ul></ul>
    8. 8. The Recognized Leader in Application & Data Archival Solutions with Leading Technologies for Test Data Provisioning and Obfuscation <ul><li>Optim Data Growth Solution </li></ul><ul><ul><li>Segregates “inactive” historical data from current data to relieve the live database from heavy volumes of data </li></ul></ul><ul><li>Optim Decommissioning/Sunsetting Solution </li></ul><ul><ul><li>Enables Legacy Apps to be decommissioned, and the accompanying infrastructure to be re-purposed, while enabling access to the legacy data via standard interfaces. </li></ul></ul><ul><li>Optim Test Data Management Solution </li></ul><ul><ul><li>Create targeted, “right-sized” subsets faster and more efficiently than cloning </li></ul></ul><ul><li>Optim Data Privacy Solution </li></ul><ul><ul><li>Substitute confidential information with fictionalized data </li></ul></ul><ul><li>Over 2200 customers in over 30 countries </li></ul><ul><li>Founded in 1989 </li></ul><ul><li>Formerly a privately held software company, now a business unit within IBM Software Group </li></ul><ul><li>Headquartered in Princeton, NJ </li></ul>Why Princeton Softech ?
    9. 9. Optim Solution Summary <ul><li>Provides a single solution for archiving enterprise application data </li></ul><ul><li>Applies business rules and automates processes that govern how to archive, access, store and protect enterprise application data </li></ul><ul><li>Supports and scales across applications, databases, operating systems and hardware platforms </li></ul>
    10. 10. Creating Value for Callidus Customers <ul><li>Data captured by the TrueComp application becomes stale over time </li></ul><ul><ul><li>Simple purge not an option: </li></ul></ul><ul><ul><ul><li>Lack of tools </li></ul></ul></ul><ul><ul><ul><li>Data retention requirements </li></ul></ul></ul><ul><li>Scale of data management problem becoming a burden: </li></ul><ul><ul><li>System response time impacted over time due to the weight of this data </li></ul></ul><ul><li>Backup and recovery times escalate due to the volume of this data </li></ul><ul><li>Infrastructure management costs skyrocket due to the volume of this data </li></ul><ul><li>Upgrades are longer, more complex and less appealing to the customer due to data volumes encountered during upgrade </li></ul><ul><li>Compliance to records retention regulations an issue </li></ul>
    11. 11. Optim™ Enterprise Architecture 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
    12. 12. Managing TrueComp Data Current Open Access to TrueComp Data TrueComp Production TrueComp Application Report Writer XML ODBC / JDBC Historical Archive TrueComp Archives Reporting Data Reference Data Historical Data Retrieve Retrieved
    13. 13. Client Profile <ul><li>Existing Callidus TrueComp Customer </li></ul><ul><ul><li>High volumes of transactions leading to slower performance </li></ul></ul><ul><ul><li>Looking to upgrade or migrate product </li></ul></ul><ul><ul><ul><li>TrueComp 3X-4X/5X Migration </li></ul></ul></ul><ul><ul><ul><li>Migrate then archive using Optim </li></ul></ul></ul><ul><ul><li>Subject to data retention regulations or e-discovery requirements </li></ul></ul><ul><ul><li>Subject to data privacy regulations </li></ul></ul><ul><li>New Customers with Archiving Interest </li></ul><ul><ul><li>Decommissioning legacy applications to accelerate migration to TrueComp </li></ul></ul>
    14. 14. Demonstration
    15. 15. TrueComp Archiving Solution Summary <ul><li>Remove aged data from production </li></ul><ul><li>Store complete business objects in archives </li></ul><ul><ul><li>Permanent, auditable data files of old business transactions </li></ul></ul><ul><ul><li>Store archive files on any medium </li></ul></ul><ul><li>Continuous archive cycles control data growth </li></ul><ul><li>Multiple options to access data </li></ul>
    16. 16. IBM Enterprise Data Governance Software Offerings Pre-Production Production <ul><li>Retain and Decommission </li></ul><ul><li>Optim Data Growth Solution </li></ul><ul><li>Design, Create, and Test </li></ul><ul><li>Rational Data Architect </li></ul><ul><li>Optim Test Data Management </li></ul>Enterprise Data Governance <ul><li>Secure and Protect </li></ul><ul><li>Label Based Access Control </li></ul><ul><li>Optim Data Privacy Solution </li></ul><ul><li>Database Encryption Expert </li></ul><ul><li>Monitor and Audit </li></ul><ul><li>Tivoli Compliance Insight Manager </li></ul><ul><li>DB2 / IMS Audit Management Expert </li></ul>
    17. 17. Contacts <ul><li>Gary Brunell, Solution Architect </li></ul><ul><ul><li>gbrunell @princetonsoftech.com , </li></ul></ul><ul><ul><li>714-394-6500 </li></ul></ul><ul><li>John Buselli, RVP Western Region </li></ul><ul><ul><li>[email_address] , </li></ul></ul><ul><ul><li>925-216-9861  </li></ul></ul>
    18. 18. THANK YOU!

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