Maximize Your JDE Performance with Archive and Purging Best Practices. June 8th 2011

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1 Maximize Your JDE Performance with Archive and Purging Best Practices June 8th 2011

2 2011 by DCSoftware, Inc. All Rights Reserved. The material in this presentation may not be redistributed without permission. ARCTOOLS, ARCTOOLS/400, ARCTOOLS/EM, ReorgWizard, JDE Module and Archive Integrity are trademarks of DCSoftware, Inc.

3 Agenda Introductions Purge & archive Wesco Aircraft Best practices & lessons learned Introducing ARCTOOLS

4

5

6 Upgrade & Purge & Archive project

7 JD Wesco Financials v Distribution JDE XE JDE v Feb 20th - v9.0 & Tools v8.98

8 Why purge & Archive?

9 Why Purge & Archive? 10 years / 3 terabytes of data on the system Reduce data conversion time & down time during upgrade Application beginning to slow down Database maintenance & backups taking longer

10 Options JD Edwards standard tools Not robust enough Specific development resource intensive, skills General data management solutions Not equipped for complexity of JD Edwards e.g. integrity issues

11 A Multidisciplinary Project Team During software selection process all IT disciplines involved to understand the impact and ramifications: Infrastructure DBA Consultant JDE CNC Application development Application support Business analysis Project Sponsor / Project manager / Business Analyst DBA CNC Administrator Business Users ARCTOOLS consultant

12 Timelines 3 months - from researching a solution to go-live 1 month production run from start to go-live 55 hours purge & archive data in test mode 44 hours purge & archive in production mode

13 What we covered A/P A/R Purchasing Sales Orders General Ledger Work Orders EDI

14 Overall Results Initial No. of Records: 254,237,342 Records Purged 59,403,471 Final No. Records 194,833,871

15 Results: Overall Results 23% of the database Before After

16 Results: Example or AR & Related GL Total Records Archived/Purged: Time: 2: File Start Time End Time Total Time # Recs Archived / Purged F03B11 07:27 08:44 01:17 2,143,076 F03B13 08:45 08:48 00:03 403,119 F03B112 08:45 08:45 00: F03B13Z1 00:00 00:00 00:00 0 F03B14 08:48 09:08 00:20 2,026,536 F03B40 00:00 00:00 00:00 0 F03B41 00:00 00:00 00:00 0 F03B11Z1 08:45 08:45 00: F :43 14:44 00:01 68,543 F :44 15:24 00:40 2,438,601

17 Why ARCTOOLS? Proven solution JDE customers worldwide Quick implementation Flexible Efficient Easy to use Respects Data integrity Cost effective

18 Tips & Lessons Learned

19 Lessons Learned Engage all disciplines: DBA Infrastructure Application Development Business Analysis Business Users Keep copious track of record counts before, during, after each step Ensure resources that are familiar with application functionality are involved Archiving process will be a microscope for data issues (ie. POs that did not get received) importance of testing

20 Questions to ask Vendors Does your solution come preconfigued for ALL JD Edwards Modules? Can it be easily adapted to incorporate the client modifications such as F55 / F56 tables? How long is the implementation time? Do you need to buy more hardware to implement the solution? Does it break when I upgrade my JD Edwards version? Can I continue to access my archived data?

21 5 Key Requirements 1. Trust: Protects data integrity - Takes the right data out 2. Flexibility: Deals with custom tables 3. Ease: Access archived data when & how you want it 4. Value: No extra hardware required 5. Speed: Does not require large committment from IT team

22

23 ARCTOOLS: Developed specifically for JD Edwards by JD Edwards experts in collaboration with Denver

24 Developed JD Edwards AS/400 JD Edwards Oracle JD Edwards MS SQL New Release

25 ARCTOOLS Over 300 customers on 6 continents

26 ARCTOOLS: Quick & Flexible Delivers results quickly Does not demand a huge committment from Internal IT team A Range of implementation options Remote On-site

27 ARCTOOLS Product Range Platform Database Windows Oracle Windows SQL/Server Unix Oracle IBM: System i DB2 Based on the same principles & methodologies Adapted for different platforms & databases No ERP propriety middleware Use native database language Designed for Optimal performance

28 Modules JD Edwards E1 Finance Accounts Receivable Accounts Payable General Ledger Fixed Assets Job Cost Distribution Sales Purchasing Stock Transportation EDI Manufacturing Production Stock Work Orders New Modules Configurator Advanced Warehousing Property Management

29 What is archiving? Segregate historical erp data by, age, status, event or other criteria Copy historical data to secure (often lower cost) archive Delete transaction details from production Retain access to archive for reporting,queries & audits Pre-archive Post-archive Historical Data Current Data Current Data Archived

30 ERP data relationships are complex

31 Important to archive data with integrity ARCTOOLS respects data integrity Voucher 3 Payment 1 Voucher 1 Voucher 1 Voucher 4 Voucher 5 Payment 3 Payment 4 Payment 2 Voucher 6 Payment 5 Voucher 7

32 Where does archiving fit when upgrading? We recommend archiving before the upgrade Less data to convert Less down-time Good house-keeping new application, streamlined data Review Prepare Upgrade Deliver Support

33 ARCTOOLS Project Phases Design Definition Model Test / Validation Sign Off Breakdown by JD Edwards Module Domain Finance Distribution Production Custom Modules

34 Methodology Identify data to purge (driver file) Opportunity to Validate Archive data Opportunity to Validate Purge data

35 Questions?

36 ARCTOOLS.com

37 Thank you! Joe DiPietro Phone: x201 Cell: Happy Archiving!

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