Welcome Tata Consulting Services, DSP Managed Services IBM and Azlan. Oracle e-business Suite. R12 Upgrade Workshop Summer 2011

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1 Welcome Tata Consulting Services, DSP Managed Services IBM and Azlan Oracle e-business Suite R12 Upgrade Workshop Summer 2011

2 Agenda 10:00 Welcome & Introductions Industry Implementation Challenges 10:30 Support End Dates, Upgrade Decision Path 11:00 Upgrade Project Planning 12:00 Tea & Coffee 12:15 Archiving Solutions: Leveraging Archiving for Oracle Upgrades 13:00 Business Value Assessment: Building a Business Case 13:30 Lunch & Networking 14:15 Technology Demonstration 15:45 Q&A - Close

3 Leveraging Archiving as a Best Practice for Your Oracle E-Business Upgrade Rick Anthony DSP Managed Services

4 What Drives Upgrades Today? Changing business processes/requirements Application Instance Consolidation Technology Out with the old, in with the new New features; industry compliance Obsolete hardware, middleware & database platforms Vendor-imposed upgrade deadlines

5 Drivers of Project Success If you measure success by ability to Streamline & automate business processes Increase ROI from investments in Oracle ERP/CRM systems Reduce the time to go live, minimize downtime Improve compliance readiness Control project costs Improve application performance & service levels Archiving can play an important role in improving the success of your database upgrade project

6 What is Archiving? Segregate historical enterprise application data by age, status, event or other criteria Copy historical records to a secure archive Delete transaction details from production system Retain access to information for query, reporting, customer service, audit and discovery requests Production Archive Historical Current Archive Reference Data Historical Data

7 What are the Benefits? Streamline the upgrade project success from Day One Reduce downtime during conversion by 50% or more Improve application performance from old version to new version by reducing OLTP workload Maintain a Superior Ownership Experience ongoing Reduce backup and disaster recovery time by hours Lower database maintenance time for tasks like reorganizations, refreshes, clones Support compliance readiness Ensure consistent performance to Service Level objectives Reduce cost of storage and overall TCO

8 Data Archive Strategy: Questions to Consider What data should I be saving, for how long and for what reasons? What data should I be deleting? How am I going to find the data when I need it? What do I do with the data when I no longer need it? What is the most appropriate solution to meet my archiving needs? What is the cost/benefit analysis to support an archiving solution acquisition?

9 Archiving Solution: 5 Key Requirements 1 Application 2 Archive 3 Store 4 Access 5 Full Intelligent Out-Of-Box Application-Specific Templates the right set of Data Complete Business Object Apply Functional Condition Checks Accommodate Unique Business Requirements Support & automate data retention policies as it where you want per ILM business requirements archived data when & how you want leverage-able solution Multiple formats DBMS, File Native application access Application independent access Multiple applications Test Data Management Data Privacy Application Retirement

10 1 Application Intelligent Out-Of-Box Application-Specific Templates Complete Business Object Includes pre-defined related tables for the Oracle app Integrity Checks Custom columns are recognized automatically Additional custom tables can be added visually Clean environment makes maintenance requirements nominal Selection criteria or integrity checks may be applied to any column: Automatically applied to all related rows.

11 2 Archive the Right Set of Data Extract Production Database 1-2 Years Current Data Data Management Solution Access Definitions Complete Business Object Business Rules Validations

12 2 Archive the Right Set of Data Archiving a Complete Business Object Represents application data record payment, invoice, customer Referentially-intact subset of data across related tables and applications; includes metadata Provides historical reference snapshot of business activity

13 2 Archive the Right Set of Data Complete Business Object for Oracle E-Business Suite General Ledger GL_JE_CATEGORIES_TL GL_JE_BATCHES FIND_CURRENCIES GL_JOURNAL_REPORTS_ITF GL_JE_SOURCES_TL GL_JE_HEADERS GL_ENCUMBRANCE_TYPES GL_PERIODS GL_JE_LINES GL_CODE_COMBINATIONS GL_SETS_OF_BOOKS GL_PERIOD_SETS GL_ACCOUNT_HIERARCHIES GL_ALLOC_BATCHES GL_PERIOD_STATUSES GL_IMPORT_REFERENCES GL_ALLOC_FORMULAS Records in table removed from database during archive process Records in table selected during archive process, but not removed from database Table is not processed by archive Table captured as reference table during archive process

14 3 Store It Where You Want Production Database 1-2 Years Current Data Extract Data Management Solution Access Definitions Complete Business Object Business Rules Validations 2-4 Years Active/Historical Online 4-6 Years On/Near-Line Archive 6+ Years Off-Line Archive Compressed Archives XML Archive Database Non DBMS Retention Platform ATA File Server EMC Centera, DR550, Etc. Off-line Retention Platform CD,Tape,Optical, WORM HP StorageWorks, IBM TSM NetApp NearStore SnapLock, IBM Total Storage solutions (including the DR550) EMC Centera.

15 4 Access Archived Data Production Database 1-2 Years Current Data Extract Access Definitions Complete Business Object Business Rules Validations 2-4 Years Active/Historical Online 4-6 Years On/Near-Line Archive 6+ Years Off-Line Archive Compressed Archives XML Archive Database Non DBMS Retention Platform ATA File Server EMC Centera, DR550, Etc. Off-line Retention Platform CD,Tape,Optical, WORM HP StorageWorks, IBM TSM NetApp NearStore SnapLock, IBM Total Storage solutions (including the DR550) EMC Centera. U N I V E R S A L A C C E S S ERP/CRM Applications Additional Options ODBC / JDBC XML SQL Excel Access

16 4 Access Archived Data Native Application Access to Archived Data Native Access allows you to view: Archived transactions only Combined archived transactions and production transactions Inquiry only view within the enterprise application (e.g. Oracle E-Business) Production Data Archived Data

17 4 Access Archived Data Direct Access Through Reporting Solutions Reporting Solution Options Report Writers: Cognos Business Objects Discoverer Excel Access Any SQL-based tool set Browser Java Application Archive Open & independent No training of end users or audit staff Leverage existing tools and skills OLTP not required

18 5 Full Leverage-able Solution Test Data Management Production Environment Data Management Solution Baseline Subset Extract/ Archive File Test Dev Dynamically load relational intact data sets & objects based on selection criteria QA

19 5 Full Leverage-able Solution Data Privacy A comprehensive set of data masking techniques to transform or de-identify data, including: String literal values Character substrings Random or sequential numbers Arithmetic expressions Concatenated expressions Date aging Lookup values Intelligence Example 1 Client Information Client Client No. No. Name Name Address SSN SSN Amanda Erica Schafer Winters Bayberry Murray Court Drive City City Elgin Austin State State IL TX Zip Zip Data is masked with contextually correct data to preserve integrity of test data Example Personal 2 Info Table PersNbr FirstName LastName Alice Jeanne Bennett Renoir Carl Claude Davis Monet Elliot Pablo Picasso Flynn Referential integrity is maintained with key propagation Event Table PersNbr FstNEvtOwn LstNEvtOwn Elliot Pablo Picasso Flynn Elliot Pablo Picasso Flynn

20 5 Application Retirement/Decommissioning Remove an application or system from active service But Retain access to its business-critical data Retire an application Consolidate redundant systems into single enterprise standard Migrate portfolio to lower-cost platform Consolidate and eliminate unsupported databases and versions Before Decommissioning After Decommissioning Archive Files

21 IBM Optim Solutions Optim Data Growth Solution Improve performance Control data growth, save storage Support retention compliance Streamline upgrades Optim Test Data Management Solution Create targeted, right sized test environments Improve application quality Speed iterative testing processes Optim Data Privacy Solution Mask confidential data Comply with privacy policies Optim Application Retirement Solution Maintain referential integrity Eliminate Systems

22 IBM Optim: Enterprise Architecture

23 Azlan Confidential

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