Successful Purging & Archiving In JD Edwards with ARCTOOLS

Transcription

1 Successful Purging & Archiving In JD Edwards with ARCTOOLS Nuremberg December 2008

2 Agenda Introductions Why Purge & Archive JD Edwards Integrity An overview The ARCTOOLS Solution Background What it is How it works Tips for a successful purging & archiving project What our clients say Why ARCTOOLS?

3 Whitehouse Consultants ORACLE Certified Advantage Partner Highest level of partnership JD Edwards Specialists We only work with Oracle products Purge and Archive Experts Over 220 purge & archive clients CERTIFIED ADVANTAGE CERTIFIED PARTNER

4 Our Mission Help our customers build or maintain their leadership positions Technical Expertise Holistic approach to our clients organizations Ensuring IT systems are aligned with strategy Local knowledge & international experience

5 Currently over 220 JD Edwards Purge & Archive Clients using ARCTOOLS

6 Some Purging & Archiving Clients

7 Why Purge & Archive?

8 Excess Data Costs You Money Decreased Productivity Increased Storage Costs End-user Frustration

9 Client Example Processing Time Go Data Volume Time Maintenance Costs

10 Inactive Data Slows you Down Up to 80% of production data may be inactive ACTIVE PROD DATA INACTIVE DATA ( 40% - 80% ) Move to Archive ARCHIVE ENVIRONMENT

11 Purging & Archiving Saves you Money After Purging & Archiving, clients report 50% reduction in total data volumes 40% performance increase on month end processing times 50% improvement in sales transaction processing 60% improvement on scheduled jobs completing within estimated time frame 50% reduction in back-up times

12 What are your Options? 1. Keep spending on disks, servers, processes and people OR 2. Save time & money by implementing intelligent purging & archiving processes

13 The Archive/Purge Challenge Which data to purge & archive? How to protect data integrity? How to reassure end-users? How to ensure compliance?

14 What are your Options? JD Edwards standard tools Not robust enough Specific development resource intensive, skills General data management solutions Not equipped for the complexity of JD Edwards e.g. integrity issues

15 JD Edwards Integrity An Overview

16 JD Edwards Data Integrity The challenge is ensuring that data integrity is respected

17 JDE Data Integrity Textbook: Headers and details JDE Specific: Batch GL/AP/AR batches Cross functional area AP/GL integrity, orders/cardex JDE programs are often expecting certain data to exist in other modules.

18 JD Edwards Data Integrity PV Invoice Invoice Date 31/12/03 Posted Paid 31/12/03 01/12/04 Purge Invoices Dates 31/12/03 or less JDE Purge Result: ARCTOOLS Result: Removes invoice & leaves payment causing integrity issue Nothing purged

19 The ARCTOOLS Solution Background

20 Developed specifically for JD Edwards by JD Edwards Experts in partnership with the JD Edwards Company

21 ARCTOOLS Roadmap 2001 ARCTOOLS for AS/400 - In partnership with JD Edwards & US user group 2002 Software beta tested at Cargill Arctools for Oracle Arctools for MS/SQL Server

22 The ARCTOOLS Solution What it is

23 ARCTOOLS - What it is Archive and Purge methodology which respects integrity in both the production and archive environments JD Edwards rules by Module Purge & Archive Procedures Purge & Archive Audit Module Implementation Documentation JD Edwards Version Independent JD Edwards Platform Independent

24 ARCTOOLS Product Range Platform Database ARCTOOLS Product Windows Oracle ARCTOOLS Enterprise Manager Windows SQL/Server ARCTOOLS Enterprise Manager Unix Oracle ARCTOOLS Enterprise Manager IBM System I DB2 ARCTOOLS/400 Based on the same principles & methodologies Adapted for different platforms & databases No ERP propriety middleware Use native database language Designed for Optimal performance

25 The ARCTOOLS Solution How it works?

26 Overview of the solution ARCTOOLS modules for JDE E1 DST MFG FIN ARCTOOLS Modules: The rules which identify the data to be Archived and Purged. Production Database 1 Driving File 3 2 Purge Archive Archive Database

27 Native Access to Archived Data Access to Archived data using the JD Edwards login Production Data Archived Data

28 ARCTOOLS Configuration & Setup

29 ARCTOOLS Purge Set Detail

30 ARCTOOLS Rule Master Detail

31 Schedule Driver / Archive / Purge

32 ARCTOOLS Job Log - Overview

33 ARCTOOLS Job Log Driver

34 ARCTOOLS Job Log - Archive

35 ARCTOOLS Job Log - Purge

36 Tips for a Successful Purge & Archive Project

37 Tips for a successful project - Before A real project needs adequate resources Choose the right team technical and functional Communicate, Communicate, Communicate Clear Goals Create specific bench marks

38 Tips for a successful project - During Test, Test and Test again Do as if purging to get business buy in Identify quick wins to reassure end users Demonstrate early in the project that the archived data is easily accessible Keep an audit trail for compliance Communicate, Communicate, Communicate

39 Tips for a successful project - After Schedule regular purging & archiving

40 Questions to ask Vendors Is your solution pre-configured for ALL modules? Can it be adapted to incorporate client modifications e.g.. F55 / F56 tables? How long is the implementation time? Do I need to buy more hardware to implement the solution? Does it still work when I upgrade my JD Edwards version?

41 What our clients say?

42 Listen to our Clients We used ARCTOOLS Enterprise Manager (AEM) from Whitehouse Consultants to purge JD Edwards historic data on our Oracle /Unix platform. We successfully purged 35% of our business data while adhering to the integrity rules inherent in JD Edwards, our business managers expectations and French compliance regulations. Roger Beesley, CIO, Materis

43 Listen to our Clients After we successfully purged our distribution modules using ARCTOOLS and we dropped/reloaded and reindexed the tables, we saw a 54% increase in performance on some of the Sales transactions.. Benchmarks for Europe came back similar to North America, over 45% performance improvement. Ryan Dumas, JD Project Manager, Westcon

44 Listen to our Clients We have been running JD Edwards for 10 years and were unable, until now, to purge data without losing referential integrity. With some relatively simple query type data selection, we were able to reduce some of our larger databases by approximately two thirds. In one general ledger file that had over 175 million records, we were able to reduce it to 65 million records. This tool has helped us to maintain an aggressive upgrade schedule. Bill Tritch JDE Product Manager, Cargill.

45 10 Reasons to Choose ARCTOOLS 1. ARCTOOLS is recommended by ORACLE. 2. ARCTOOLS was developed in collaboration with JD Edwards and extensively tested at several JD Edwards sites. 3. ARCTOOLS is proven to be effective with over 220 JDE customers on six continents using ARCTOOLS. 4. ARCTOOLS is fast to implement and quickly achieves quantifiable results a typical project takes 12 days. 5. ARCTOOLS purges with Integrity.

46 10 Reasons to Choose ARCTOOLS 6. ARCTOOLS allows for archived data to be put back into production, if necessary. 7. ARCTOOLS keeps related data together in both live and archive environments. 8. ARCTOOLS purges and archives without programming and without locking out users. 9. ARCTOOLS is easy to use. An intelligent frontend allows the purge to be set up without the user needing in-depth JD Technical knowledge. 10.ARCTOOLS delivers excellent value.

47 Contact Details Contact: Barry or Antonio Whitehouse Consultants, Paris : Phone: +33 (0) barry_yelverton@whitehouse-france.com antonio_dasilva@whitehouse-france.com