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Best practices and trends in people soft


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Best Practices & Trends for Archiving Oracle PeopleSoft Enterprise Applications Data

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Best practices and trends in people soft

  1. 1. Best Practices & Trends for Archiving Oracle PeopleSoft Enterprise Applications Data Jnan Dash Executive Consultant Vishal Rao Senior PeopleSoft Consultant
  2. 2. Agenda Evolution of the Database The Personal Petabyte Explosive Data Growth Solix Enterprise Data Management Suite Need for Archiving PeopleSoft Specific Archiving Benefits Data: The Growing Currency of the Digital Age Archiving PeopleSoft Enterprise Data
  3. 3. Data: The Growing Currency of the Digital Age
  4. 4. DBMS Evolution 1960’s File Systems 1970’ s 1st Generation DBMS Data = Shared Resource 1980’ s Relational Technology End-User/Programmer Productivity 1990’ s New data types Scalability Web Support Unstructured Data 2000+ Collaboration Web-scale Mining Big Data, NoSQL
  5. 5. The Personal PetaByte? <ul><li>It’s coming (2M$ in 2002…2K$ in 2012) </li></ul><ul><li>Today the pack rats have ~ 10-100GB </li></ul><ul><ul><li>1-10 GB in text (eMail, PDF, PPT, OCR…) </li></ul></ul><ul><ul><li>10GB – 50GB tiff, mpeg, jpeg,… </li></ul></ul><ul><ul><li>Some have 1TB (voice + video). </li></ul></ul><ul><li>Video can drive it to 1PB. </li></ul><ul><li>Online PB affordable in 2 years. </li></ul><ul><li>Get ready: tools to capture, manage, organize, search, display will be big requirement. </li></ul>GigaByte TeraByte PetaByte ExaByte
  6. 6. Databases (== SQL) <ul><li>VLDB survey (Winter Corp). </li></ul><ul><li>10 TB to 100TB DBs. </li></ul><ul><ul><li>Size doubling yearly </li></ul></ul><ul><ul><li>Riding disk Moore’s law </li></ul></ul><ul><ul><li>10,000 disks at 18GB is 100TB cooked. </li></ul></ul><ul><li>Mostly DSS and data warehouses. </li></ul><ul><li>Some media managers </li></ul><ul><li>Unstructured data mostly in files </li></ul>GigaByte TeraByte PetaByte ExaByte
  7. 7. DB iFS <ul><li>DB2: leave the files where they live </li></ul><ul><ul><li>Referential integrity between DBMS and FS. </li></ul></ul><ul><li>Oracle: put the files in the DBMS </li></ul><ul><ul><li>One security model </li></ul></ul><ul><ul><li>One storage management model </li></ul></ul><ul><ul><li>One space manager </li></ul></ul><ul><ul><li>One recovery manager </li></ul></ul><ul><ul><li>One replication system </li></ul></ul><ul><ul><li>One thing to tune. </li></ul></ul><ul><ul><li>Features: transactions,…. </li></ul></ul>GigaByte TeraByte PetaByte ExaByte
  8. 8. <ul><li>Mergers & acquisitions </li></ul><ul><li>Organic business growth </li></ul><ul><ul><li>Internet Commerce </li></ul></ul><ul><ul><li>ERP/CRM </li></ul></ul><ul><li>Records retention: </li></ul><ul><ul><li>Healthcare – HIPAA </li></ul></ul><ul><ul><li>Pharmaceutical – 21 CFR 11 </li></ul></ul><ul><ul><li>Financial – IRS and SEC Rule 17a-4 </li></ul></ul><ul><li>Data multiplier effect </li></ul><ul><li>According to industry analysts, annual compound growth rates for databases will exceed 125% </li></ul>Explosive Database Growth
  9. 9. Challenges from Data Growth <ul><li>What happens? </li></ul><ul><ul><li>More Data = Less Performance </li></ul></ul><ul><ul><ul><li>Performance Tuning </li></ul></ul></ul><ul><ul><ul><ul><li>Money spent on operations vs. Strategic Initiatives </li></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>SQL Tuning </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Database Tuning </li></ul></ul></ul></ul></ul><ul><ul><li>Increased storage costs </li></ul></ul><ul><ul><li>Longer backup and recovery cycles </li></ul></ul><ul><ul><li>No data lifecycle management – Compliance & Legal risks </li></ul></ul><ul><ul><li>Moving Platforms (HP-UX to Linux) </li></ul></ul><ul><ul><ul><li>More data = Longer Outage </li></ul></ul></ul><ul><ul><li>Clones </li></ul></ul>
  10. 10. The Ongoing Problem IT Resources Downtime Risk Compliance $ How many copies?
  11. 11. Actual Data Burden = Size of production database + all replicated clones The Data Multiplier Effect 200 GB Production 200GB Backup Disaster Recovery 200GB 200GB Test 200GB Development 200GB Quality Control 1200GB Total
  12. 12. Evolving Business Value Value Time Inactive Data Historical Data Active Data Access Frequency
  13. 13. Define Storage Strategies Value Time Historical Data Access Tier 1 Tier 2 Tier 3 Active Data Inactive Data Historical Data
  14. 14. Solix Enterprise Data Management Suite
  15. 15. Solix EDMS Database Archiving
  16. 16. Main Points summarized.... <ul><li>Data is the “currency” of the digital age </li></ul><ul><ul><li>“ Oxygen” for the enterprise (business-critical) </li></ul></ul><ul><li>Explosive growth in data </li></ul><ul><ul><li>Causes performance slowdown </li></ul></ul><ul><ul><li>Increases TCO </li></ul></ul><ul><li>Need to outline an ILM Policy </li></ul><ul><ul><li>Data lifecycle management - archival to disposal, Application retirement </li></ul></ul><ul><li>Pre-requisite to Cloud deployment </li></ul>
  17. 17. Archiving PeopleSoft Enterprise Data
  18. 18. Need for Archiving <ul><li>Downgraded response time of PeopleSoft pages </li></ul><ul><li>More time to retrieve transactional data </li></ul><ul><li>Increase in execution time for batch processes and reports </li></ul><ul><li>Execution time of conversion script beyond cutoff window during PeopleSoft Upgrade </li></ul><ul><li>Significant increase in the size of the backup instance </li></ul><ul><li>Increasing hardware and storage cost </li></ul>
  19. 19. PeopleSoft History Data <ul><li>History data needs to be maintained for : </li></ul><ul><ul><li>Long term data retention requirements </li></ul></ul><ul><ul><ul><li>Past Payroll data </li></ul></ul></ul><ul><ul><ul><li>Previous fiscal year books of account </li></ul></ul></ul><ul><ul><li>Providing better response to existing customers </li></ul></ul><ul><ul><ul><li>Customer problems/issue logs </li></ul></ul></ul><ul><ul><li>Regulatory Compliance </li></ul></ul><ul><ul><ul><li>Check handling in Banking Domain </li></ul></ul></ul>
  20. 20. PeopleSoft Archiving: Input Parameters <ul><li>PeopleSoft Specific Parameters for Archival : </li></ul><ul><ul><li>Business Unit Option </li></ul></ul><ul><ul><ul><li>Archives information from specific business unit or all units </li></ul></ul></ul><ul><ul><li>Cut off Date </li></ul></ul><ul><ul><ul><li>Data will be archived based on the cutoff date </li></ul></ul></ul><ul><ul><li>Module Specific Parameter </li></ul></ul><ul><ul><ul><li>General Ledger : Journal or Ledger </li></ul></ul></ul><ul><ul><ul><li>Payroll : Pay Group </li></ul></ul></ul><ul><ul><ul><li>Purchasing : Requisition or Purchase Order </li></ul></ul></ul>
  21. 21. PeopleSoft Archiving: Transactional Data <ul><li>Transactional Data includes : </li></ul><ul><ul><li>Purchasing Module </li></ul></ul><ul><ul><ul><li>PO Header, line, shipment, distribution details </li></ul></ul></ul><ul><ul><ul><li>Approval details </li></ul></ul></ul><ul><ul><ul><li>Change Order and Dispatch information </li></ul></ul></ul><ul><ul><li>Accounts Payable </li></ul></ul><ul><ul><ul><li>Voucher & Payment details </li></ul></ul></ul><ul><ul><li>General & Ledger </li></ul></ul><ul><ul><ul><li>Journal & Ledger information </li></ul></ul></ul><ul><ul><li>Time and Labor </li></ul></ul><ul><ul><ul><li>Payable Time & Reported time details </li></ul></ul></ul><ul><ul><li>Billing </li></ul></ul><ul><ul><ul><li>Invoice information </li></ul></ul></ul>
  22. 22. PeopleSoft Archiving: Archive Constraints <ul><li>Data is archived based on specific constraints: </li></ul><ul><ul><li>Ledger </li></ul></ul><ul><ul><ul><li>Ledgers with unposted Journals cannot be archived </li></ul></ul></ul><ul><ul><li>Asset </li></ul></ul><ul><ul><ul><li>Asset should be retired </li></ul></ul></ul><ul><ul><li>Requisition </li></ul></ul><ul><ul><ul><li>Requisition not linked to purchase order must be closed </li></ul></ul></ul><ul><ul><li>Vouchers </li></ul></ul><ul><ul><ul><li>Vouchers with unposted Payment cannot be archived </li></ul></ul></ul><ul><ul><li>Payroll </li></ul></ul><ul><ul><ul><li>Payroll needs to be finalized before archival </li></ul></ul></ul>
  23. 23. Transaction Link <ul><ul><li>Archiving Process needs to take of Transactional Links </li></ul></ul><ul><ul><li>Example : Purchase Order – Requisition in Purchasing Module </li></ul></ul>(C) -- Closed (O) -- Open Purchase Order 3 (C) Purchase Order 2 (C) Purchase Order 1 (C) Requisition 1 (C) Requisition 2 (C) Requisition 3 (O) Requisition 4 (O)
  24. 24. Benefits <ul><li>Faster execution of data in Production system </li></ul><ul><li>Merge View access to see current and archived data </li></ul><ul><li>No impact on processes, reports or panels </li></ul><ul><li>Faster upgrades & migrations </li></ul><ul><li>Upgrade of archived data possible to higher application version </li></ul><ul><li>Reclaim Storage Space & Backup tapes </li></ul>
  25. 25. Case Study – A leading Travel & Transportation Organization in Europe Client is a leading travel and transportation organization in Europe Client Description <ul><li>Application : CRM 8.4 PeopleTools 8.44 </li></ul><ul><li>Modules : </li></ul><ul><ul><li>Call Center </li></ul></ul><ul><ul><li>Marketing </li></ul></ul><ul><ul><li>Customer </li></ul></ul><ul><ul><li>Database : Oracle </li></ul></ul><ul><ul><li>Operating System : Sun Solaris </li></ul></ul>Technology <ul><li>Excessive database growth </li></ul><ul><li>Poor user response time </li></ul><ul><li>Application upgrade which will cause long outage to </li></ul><ul><li>business </li></ul><ul><li>Excessive backup and recovery times </li></ul>Current Status <ul><li>Database is large, growing steadily </li></ul><ul><li>Current DB size is around 3 TB </li></ul><ul><li>Custom tables take around 75% of space. </li></ul><ul><li>Top 15 largest tables takes over 50% of space </li></ul>Data Condition <ul><li>Data Archiving for specific module which will result in the following: </li></ul><ul><li>Upgrade Conversion Scripts will be completed within the </li></ul><ul><li>cutoff window </li></ul><ul><li>Saving on Storage Costs; using Cheaper Disks to store </li></ul><ul><li>Archived Data </li></ul><ul><li>Reduction in the Backup Window with smaller footprint of </li></ul><ul><li>Production Instance </li></ul><ul><li>Effort towards fine tuning activity also reduce s </li></ul><ul><li>proportionately freeing up skilled resources for other tasks </li></ul><ul><li>Increased application response time as application now </li></ul><ul><li>looks at smaller data volume </li></ul>Recommendation
  26. 26. <ul><li>Thank You </li></ul>