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Information Lifecycle Management for Oracle Apps Data Erik Jarlstrom Director of North American Pre-sales

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Page 1: Information Lifecycle Management for Oracle Apps Data Erik Jarlstrom Director of North American Pre-sales

Information Lifecycle Management for

Oracle Apps Data

Erik Jarlstrom

Director of North American Pre-sales

Page 2: Information Lifecycle Management for Oracle Apps Data Erik Jarlstrom Director of North American Pre-sales

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What does this have to do with Oracle Databases?

Page 3: Information Lifecycle Management for Oracle Apps Data Erik Jarlstrom Director of North American Pre-sales

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Corporate Summary

Founded in 1989 Over 2000 customers in 30 Countries Committed to providing enterprise database

archiving and test data management solutions Reputation of high quality and reliable products Partners with industry leading database and storage

solution providers Recognized by Gartner, Giga, and Meta as

database archiving market leader

Page 5: Information Lifecycle Management for Oracle Apps Data Erik Jarlstrom Director of North American Pre-sales

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Agenda

Database Growth and Impact

Strategy: Information Lifecycle Management

Active Archiving

Enterprise Database Archiving

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Database Growth Impacts IT Budgets

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Current Data

Historical Data

40% CAGR may be a conservative estimate!“With growth rates exceeding 125%, organizations face two basic options: continue to grow the infrastructure or develop processes to separate dormant data from active data.” Source: Meta Group 2003

“…databases will grow 30x during the next decade, or roughly 40% annually.”Source: Meta Group 2001

Page 7: Information Lifecycle Management for Oracle Apps Data Erik Jarlstrom Director of North American Pre-sales

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Oracle Applications Data Growth Example

5 Years (GB) 6 Years (GB) 7 Years (GB)

Entire Database 200 300 450

Financials Modules

130 195 292.5

Accounts Payable 60 90 135

General Ledger 40 60 90

Accounts Receivable 30 45 67.5

Other Modules 70 105 157.5

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Related Symptoms

Application users complain their system is “slow” to:– Perform online account inquiries and financial period closeouts– Enter transactions and process payments– Post batches and generate reports– Process weekly/monthly/quarterly depreciation runs

Increasing operating costs– Higher hardware and software license and support costs– Longer development and test cycles– Labor intensive time and effort for system administrative tasks – Extended maintenance times for managing backup, recovery

and cloning processes– Additional headcount required to adequately manage a larger

environment

Page 9: Information Lifecycle Management for Oracle Apps Data Erik Jarlstrom Director of North American Pre-sales

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Potential Solution: Ignore Database Growth

…and continue to add– People– Processes– Technology

…and continue to decrease– Performance– Availability– Time for other projects

ProductionDatabase

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Traditional Approaches

Add More Capacity – Bottom line impact– Uncontrolled continuous cost

Institute rigorous database tuning– Does not directly address data growth– Reaches point of diminishing returns

Delete Data (i.e. Purge)– Legal and retention issues– Data may be needed for data warehousing

In-House Development– Complex undertaking– Application specific– Support / upgrade / maintenance /

opportunity cost

Page 11: Information Lifecycle Management for Oracle Apps Data Erik Jarlstrom Director of North American Pre-sales

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Understand data retention requirements– All data has a life cycle from acquisition to disposal

Define availability level requirements– At various stages, data has different:

• Business value• Access requirements• Performance requirements

Implement storage strategy to meet availability requirements– Each stage should be stored on the appropriate type of storage

Segregate application data to support strategy– Data should be managed to match the business value

Acquisition of Data

Heavy Access

Medium AccessRare Access

Disposal

Strategy: Information Lifecycle Management

Page 12: Information Lifecycle Management for Oracle Apps Data Erik Jarlstrom Director of North American Pre-sales

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Matching Access and Performance to Business Value

High-cost,Fast response(Sub-second)

Low-cost, Slow response

(30 seconds to days)

Fre

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Email / Report / Record creation, Document receipt, Statement print time

Retention period

Disposition

All retrievals from low-cost, lower-performance, archival mediafrom this point forward

High-performanceDisk purge

High-cost,Fast response(Sub-second)

Low-cost, Slow response

(30 seconds to days)

Email / Report / Record creation, Document receipt, Statement print time

Retention periodRetention period

Disposition

All retrievals from low-cost, lower-performance, archival mediafrom this point forward

High-performanceDisk purge

Rela

tive va

lue o

f reco

rdFre

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High-cost,Fast response(Sub-second)

Low-cost, Slow response

(30 seconds to days)

Fre

quen

cy o

f acc

ess

and

retri

eva

l

Rela

tive va

lue o

f reco

rd

Email / Report / Record creation, Document receipt, Statement print time

Retention periodRetention period

Disposition

All retrievals from low-cost, lower-performance, archival mediafrom this point forward

High-performanceDisk purge

High-cost,Fast response(Sub-second)

Low-cost, Slow response

(30 seconds to days)

Email / Report / Record creation, Document receipt, Statement print time

Retention periodRetention period

Disposition

All retrievals from low-cost, lower-performance, archival mediafrom this point forward

High-performanceDisk purge

Rela

tive va

lue o

f reco

rdFre

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cy o

f acc

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and

retri

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© 2003 Enterprise Storage Group, Inc. Source: Enterprise Storage Group, May 2003

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RDBMS and High-Concurrency Storage (RAID)

Tape or Optical Storage

RDBMS,File Systems, NAS, Optical

Implement Storage Strategies to Meet Availability Requirements

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ORDER_DATE > 01-JAN-2002

ORDER_DATE > 01-JAN-1998 &< 31-DEC-2001

ORDER_DATE < 31-DEC-1997

Segregating Application Data to Support Storage Strategy

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Information Lifecycle ManagementArchiving Strategy

Flat FilesPath 1

Archive

“Current” “History/Reporting”

Archive Database

“On-LineArchive”

“Off-LineArchive”

(Adjust timeframes to meet internal & statutory requirements)

Archive

RestoreTape

ProductionDatabase

Years 1 - 2 Years 3 - 5 Years 6 - 7 Years 8+

Archive

Restore

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Solution: Active Archiving

Data Access (locate, browse, query, report)

Production Database

Archive Database

ArchiveFiles

Archive Files

Reduce amount of data in the application database– Remove obsolete or infrequently used data– Maintain “business context” of archived data– Archive relational subsets vs. entire files

Enable easy user access to archived information– View, research and restore as needed

Support Data & Storage Management Strategies

Archive&

Restore

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Example Active Archiving Policies

ProductionDatabase

ArchiveDatabase

Ongoing Archive Processing

Company A 24 months GL, AR, AP, PO, and FA data

Older GL, AR, AP, PO, and FA data

Quarterly – GL, AR, AP, PO, and FA data

Company B 24 months GL and FA data

Older GL and FA data Yearly – GL and FA data

Company C 24 months Order Management (OM) data

12 months AP and PO data

Older OM, AP, and PO data

Monthly – OM, AP, and PO data

Company D 15 months AR, AP, PO, and OM data

Older AR, AP, PO, and OM data

Quarterly – AR, AP, PO, and OM data

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Archiving Historical Data

GL – Balances, Journals …AP – Payments, Invoices, Vendors…AR – Receipts, Invoices …FA – Depreciation, AdjustmentsPurchasing – POs, Reqs,OM – Orders, …INV - Transactions

Locate, Browse, Query, Report . . .

Data Access

General Ledger

Payables

Receivables

Assets

Production Database

Archive Database

Archiving Oracle Apps Data

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Transparent Access – How?Responsibility-Driven Data Access

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Production

Transparent Access - Forms

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Archive

Transparent Access - Forms

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Archive & Production

Transparent Access - Forms

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Production

Transparent Access - Reports

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Archive

Transparent Access - Reports

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Archive & Production

Transparent Access - Reports

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Top Requirements for Enterprise Database Archiving

Extract subsets of related data to offload– Able to go beyond catalog-defined relationships

Selectively/relationally delete all or some archived data

Selectively/relationally restore Access, browse, query archived data Preserve business context of archived data Comprehensive archive data management Architecture for long term enterprise-wide

strategy

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Challenge: Referential Complexity

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Manage Your Enterprise Data Smarter

Relationship Engine

RelationalTools

Archive for DB2

Archivefor Servers

Pre-Production

(Test, Dev, Training, …)

Production

OracleSQL

ServerSybase Informix

DB2 UDB

DB2

ClarifyCRMPeopleSoftOracle Apps

Test Smarter with

Relational Tools

Store Smarter with

Active Archive Solutions

Legacy

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Suggested Resources

Databases on a Diet: Meta - Jan 2003

Banking on Data: InformationWeek – Aug 4, 2003

– Bank of New York implements active archiving

Enterprise Storage Group (ESG) Impact Report on Compliance - May 2003

– The effect on information management and the storage industry

Princeton Softech’s Web site and whitepapers

www.princetonsoftech.com

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Questions

Erik Jarlstrom

Princeton Softech

[email protected]

916.939.8191