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

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Page 1: Maximize Your JDE Performance with Archive and Purging Best

Maximize Your JDE Performance with Archive

and Purging Best Practices

June 8th 2011

Page 2: Maximize Your JDE Performance with Archive and Purging Best

© 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.

Page 3: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

Introductions

Purge & archive project @ Wesco Aircraft

Best practices & lessons learned

Introducing ARCTOOLS

Agenda

Page 4: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

www.wescoair.com

Page 5: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

www.arctools.com

Page 6: Maximize Your JDE Performance with Archive and Purging Best

Upgrade & Purge & Archive project

Page 7: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

1997 – 7.3.1

1998 - Financials v7.32

2000 - Distribution

2003 - JDE XE

2005 - JDE v8.10

2010 - Feb 20th - v9.0 & Tools v8.98

JD Edwards @ Wesco

Page 8: Maximize Your JDE Performance with Archive and Purging Best

Why purge & Archive ?

Page 9: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

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

Page 10: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

JD Edwards standard tools Not robust enough

Specific development resource intensive,

skills

General data Not equipped for

management solutions complexity of JD

Edwards – e.g.

integrity issues

Options

Page 11: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

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

Page 12: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

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

Timelines

Page 13: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

What we covered

A/P

A/R

Purchasing

Sales Orders

General Ledger

Work Orders

EDI

Page 14: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

Overall Results

Initial No. of Records: 254,237,342

Records Purged 59,403,471

Final No. Records 194,833,871

Page 15: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

Results: Overall Results

23% of the database

254237342

194833871

0

50000000

100000000

150000000

200000000

250000000

300000000

Before After

Page 16: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

Results: Example or AR & Related GL

Total Records Archived/Purged:

Time: 2:21

7 081 173

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 00:00 886

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 00:00 412

F0018 14:43 14:44 00:01 68,543

F0911 14:44 15:24 00:40 2,438,601

Page 17: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

Proven solution - 300 JDE customers worldwide

Quick implementation

Flexible

Efficient

Easy to use

Respects Data integrity

Cost effective

Why ARCTOOLS?

Page 18: Maximize Your JDE Performance with Archive and Purging Best

Tips & Lessons Learned

Page 19: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

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

Lessons Learned

Page 20: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

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?

Page 21: Maximize Your JDE Performance with Archive and Purging Best

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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

Page 22: Maximize Your JDE Performance with Archive and Purging Best
Page 23: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

ARCTOOLS: Developed specifically for JD

Edwards by JD Edwards experts in

collaboration with Denver

Page 24: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

DevelopedJD

Edwards AS/400

JD Edwards Oracle

JD Edwards MS SQL

New Release

1996 2000 2005 2007 2010

Page 25: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

ARCTOOLS Over 300 customers

on 6 continents

Page 26: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

ARCTOOLS: Quick & Flexible

Delivers results quickly

Does not demand a huge committment from Internal IT team

A Range of implementation options

Remote

On-site

Page 27: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

Based on the same principles & methodologies

Adapted for different platforms & databases

No ERP propriety middleware

Use native database language

Designed for Optimal performance

ARCTOOLS Product Range

Platform Database

Windows Oracle

Windows SQL/Server

Unix Oracle

IBM: System i DB2

Page 28: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

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

Modules JD Edwards E1

Page 29: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

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

Current

Data

Historical

Data

Pre-archive

Current

Data

Archived

Post-archive

Page 30: Maximize Your JDE Performance with Archive and Purging Best

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ERP data relationships are

complex

Page 31: Maximize Your JDE Performance with Archive and Purging Best

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Voucher 1

Payment 1

Payment 2

Voucher 3

Voucher 4

Voucher 6

Voucher 5

Voucher 7

Payment 4

Payment 5

Voucher 1

Payment 3

Important to archive data with integrity –

ARCTOOLS respects data integrity

Page 32: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

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

Page 33: Maximize Your JDE Performance with Archive and Purging Best

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ARCTOOLS – Project Phases

Design Definition ModelTest /

ValidationSign Off

Breakdown by JD Edwards Module Domain

Finance Distribution ProductionCustom Modules

Page 34: Maximize Your JDE Performance with Archive and Purging Best

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Identify data to purge (driver file)

Archive data

Purge data

Opportunity to Validate

Opportunity to Validate

Methodology

Page 35: Maximize Your JDE Performance with Archive and Purging Best

www.arctools.com

Questions ?

Page 36: Maximize Your JDE Performance with Archive and Purging Best

ARCTOOLS.com

Page 37: Maximize Your JDE Performance with Archive and Purging Best

Thank you!

Joe DiPietro

[email protected]

Phone: 508-435-8243 x201

Cell: 303- 810-2109

Happy Archiving!