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Successful Purging & Archiving

In JD Edwards with

ARCTOOLS

Nuremberg

December 2008

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 ?

02/12/2008

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 clientsPARTNER

CERTIFIED

ADVANTAGE

CERTIFIED

02/12/2008

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

Currently over 220 JD Edwards

Purge & Archive

Clients using

ARCTOOLS

02/12/2008

Some Purging & Archiving Clients

Why Purge & Archive ?

02/12/2008

Excess Data Costs You Money

Decreased Productivity

Increased Storage Costs

End-user Frustration

02/12/2008

Client Example

Data Volume Maintenance Costs

Time

Processing Time Go

02/12/2008

ARCHIVE ENVIRONMENT

Inactive Data Slows you Down

INACTIVE DATA

( 40% - 80% )

ACTIVE PROD

DATA

Up to 80% of production data may be

inactive

Move to

Archive

02/12/2008

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

02/12/2008

What are your Options ?

1. Keep spending on disks, servers,

processes and people

2. Save time & money by implementing

intelligent purging & archiving

processes

OR

02/12/2008

The Archive/Purge Challenge

• Which data to purge & archive?

• How to protect data integrity?

• How to reassure end-users?

• How to ensure compliance?

02/12/2008

• JD Edwards standard tools Not robust enough

• Specific development resource intensive,

skills

• General data Not equipped for the

management solutions complexity of JD

Edwards – e.g.

integrity issues

What are your Options?

JD Edwards Integrity

An Overview

02/12/2008

The challenge is ensuring

that data integrity is

respected

JD Edwards Data Integrity

02/12/2008

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.

02/12/2008

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: Removes invoice & leaves

payment causing integrity

issue

ARCTOOLS Result: Nothing purged

The ARCTOOLS Solution

Background

Developed specifically for JD Edwards

by JD Edwards Experts in partnership

with the JD Edwards Company

02/12/2008

ARCTOOLS Roadmap

Arctools for MS/SQL Server2008

Arctools for Oracle2007

Software beta tested at Cargill2002

ARCTOOLS for AS/400 - In partnership

with JD Edwards & US user group2001

The ARCTOOLS Solution

What it is

02/12/2008

ARCTOOLS - What it is

• JD Edwards rules by Module

• Purge & Archive Procedures

• Purge & Archive Audit Module

• Implementation Documentation

• JD Edwards Version Independent

• JD Edwards Platform Independent

Archive and Purge methodology which respects

integrity in both the production and archive

environments

02/12/2008

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

The ARCTOOLS Solution

How it works?

02/12/2008

Overview of the solution

ARCTOOLS modules for JDE E1

DST MFG FIN

Archive

Database

Production

Database

Driving

FileArchive

Purge1

2

3

ARCTOOLS Modules: The rules which identify the data to be Archived and Purged.

02/12/2008

Production

Data

Archived

Data

Access to

Archived data

using the

JD Edwards login

Native Access to Archived Data

02/12/2008

ARCTOOLS Configuration & Setup

02/12/2008

ARCTOOLS Purge Set Detail

02/12/2008

ARCTOOLS Rule Master Detail

02/12/2008

Schedule Driver / Archive / Purge

02/12/2008

ARCTOOLS Job Log - Overview

02/12/2008

ARCTOOLS Job Log – Driver

02/12/2008

ARCTOOLS Job Log - Archive

02/12/2008

ARCTOOLS Job Log - Purge

Tips for a Successful Purge & Archive

Project

02/12/2008

� A real project – needs adequate resources

� Choose the right team – technical and functional

� Communicate, Communicate, Communicate

� Clear Goals – Create specific bench marks

Tips for a successful project - Before

02/12/2008

� 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

Tips for a successful project - During

02/12/2008

Schedule regular purging & archiving

Tips for a successful project - After

02/12/2008

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 ?

What our clients say ?

02/12/2008

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

02/12/2008

“After we successfully purged our distribution modules

using ARCTOOLS and we dropped/reloaded and re-

indexed 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

Listen to our Clients

02/12/2008

“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.

Listen to our Clients

02/12/2008

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.

02/12/2008

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 “ front-end” allows the purge to be set up without the user needing in-depth JD Technical knowledge.

10.ARCTOOLS delivers excellent value.

10 Reasons to Choose ARCTOOLS

02/12/2008

Phone: +33 (0) 1 42 25 05 90

Email: barry_yelverton@whitehouse-france.com

Email: antonio_dasilva@whitehouse-france.com

Contact Details

Contact: Barry or Antonio

Whitehouse Consultants, Paris :

www.whitehouse-france.com