1. Achieving outstanding Optim Data
Management practice within your
Oracle Environment
Ben Davis
IBM Data Governance Specialist

2. Challenges around governing the usage, sharing
and processing of massive amounts of electronic
data “[A]n [information management] strategy should incorporate life-
• Growing infrastructure and resource management cycle information governance practices [to ensure] consistent
costs execution of ... business optimization, agility, and transformation
– No policies for management of data growth – performance [initiatives].”
degradation – Forrester Research, Inc., “Refresh Your Information
– Redundancy of data Management Strategy to Deliver Business Results”
– Disparate, complex applications and more users Rob Karel & James G. Kobielus, August 2009
• Lack of common security and privacy requirements “If you are going to protect your company's most valuable asset—
– Risk of security breaches, compliance, audit failures your data—you will begin to view data security as a component of a
– No ability to assess areas of vulnerability and prevent more comprehensive information governance strategy.”
unauthorized intrusion – Hurwitz & Associates,
“Why you need an information governance strategy for 2010”
– Lack of an overall protection strategy (relational / non- Marcia Kaufman, December 2009
relational data and access controls)
• Lack of trusted information “By 2013, 25% of the companies in highly regulated industries will
– No alignment of definitions across business and IT create and staff positions in accounting, human resources,
– No clear understanding of data sources & relationships compliance and audit and law that deal explicitly with the
management of information via technology.”
– No standardized quality rules or threshold metrics – Gartner, Inc., “Organizing for Information Governance”
– Lack of control over test data environments Debra Logan, November 2009

3. InfoSphere: Collaborative Information Governance
Reusability and consistency
• Shared metadata and policies
Breadth of portfolio
• Three core information governance
disciplines
Modular deployment entry points
• Supports business and IT priorities
Flexible support for enterprise environments
• Open technology for heterogeneous support
Single
solu+on
provider
to
Op+mize
the
Informa+on
Supply
Chain

4. Infosphere Optim, a True Enterprise Data
Management solution
Test Data Management Data Masking Data Growth Application Retirement
4

5. IBM InfoSphere Optim Solutions for Oracle E-
Business Suite
Financial Management Human Resources / HCM Supply Chain Management
Achieve
Faster
Closes
Improved
Employee
Reduced
Order
to
Delivery
Time
Performance
Improve
Financial
&
Managerial
Reduced
Manufacturing
Costs
Repor8ng
Decreased
Cost
of
Employee
Administra8on
Improved
Demand
Forecas8ng
Decrease
Finance
Costs
Increase
Revenue
per
Employee
Reduced
Planning
Cycle
Improve
Corporate
Performance
Protect
Employee
Privacy
Decrease
Procurement
Costs
Improve
Corporate
Governance
&
Transparency
Increase
Employee
Reten8on

6. Oracle & IBM InfoSphere Optim
• Long time-partner of Oracle - Certified Advantage Partner
– Involved in Oracle’s Beta programs (early adopters of Oracle software)
– Active in the Oracle Application Integration Initiative, which validates our solutions
– Perform in-depth system tests using Oracle experts to ensure continued compatibility with
Oracle’s products
• Only Oracle partner offering a single, consistent data management solution – validated by Oracle
and applicable across entire Oracle stack
– Oracle E-Business Suite, PeopleSoft Enterprise, JD Edwards EnterpriseOne, Oracle Retail
(Retek), Siebel
– All custom and packaged applications running on Oracle databases
• The first partner selected and validated by PeopleSoft, Siebel & JD Edwards for database
archiving and enterprise data management

7. InfoSphere Optim Solutions for Oracle E-
Business Suite Summary
Archiving
Test
Data
Management
Data
Privacy
Archive
the
right
set
of
data
Subset
data
based
on
test
Masking
of
data
with
out
of
the
box
requirements
algorithms
Store
data
on
any
choice
of
media
Re-­‐use
of
extract
data
for
mul>ple
Consistent
masking
across
the
data
target
environments
model
Access
the
archived
data
via
Compare
data
sets
to
see
Credit
card
number
generator
and
mul>ple
methods
differen>al
changes
Australian
addresses
Restore
the
archived
data
if
Rela>onally
edit
the
data
for
error
Common
templates
for
Oracle
required
tes>ng
environments
All
delivered
using
a
single
tool
with
a
common
interface

8. Extensive Oracle E-Business Suite Coverage
E-­‐Business
Versions
Supported:
11.5.10,
12
(earlier
versions
supported
via
services)
Financial
Manufacturing
Solu8ons
HRMS
• General Ledger
§ Inventory
§ HR
&
Payroll
• Accounts Payable
• Accounts Receivable § Work
In
Progress
• Fixed Assets § Bill
of
Material
Procurement
• Cash Management
§ Purchasing
• Global Accounting Engine
• Sub-Ledger Accounting
Supply
Chain
Solu8ons
Projects
CRM
§ Order
Entry
§ Project
Cos8ng
&
Billing
§ Service
Contracts
§ Shipping
Execu8on
§ Advanced
Pricing

9. Archiving

10. Archive the Right Set of Data
Referential Integrity – the Complete Business Object
• Represents application data record – payment, invoice,
customer
– Referentially-intact subset of data across related tables
and applications; includes metadata
• Provides “historical reference snapshot” of business activity
• Federated object support across enterprise data stores

11. Archive the Right Set of Data
Complete Business Object Example – General Ledger
GL_JE_CATEGORIES_TL
GL_JE_BATCHES
FIND_CURRENCIES
GL_JOURNAL_REPORTS_ITF
GL_JE_SOURCES_TL
GL_JE_HEADERS
GL_ENCUMBRANCE_TYPES
GL_PERIODS
GL_JE_LINES
GL_CODE_COMBINATIONS
GL_SETS_OF_BOOKS
GL_PERIOD_SETS
GL_ACCOUNT_HIERARCHIES
GL_ALLOC_BATCHES
GL_PERIOD_STATUSES
GL_IMPORT_REFERENCES
GL_ALLOC_FORMULAS
Records
in
table
removed
from
Table
is
not
processed
by
archive
database
during
archive
process
Records
in
table
selected
during
archive
Table
captured
as
reference
table
process,
but
not
removed
from
during
archive
process
database

12. Archive Data Storage Flexibility
Active/Historical Online
Compressed
2 - 4 Years
Archives U
Extract N
XML I
V
E
Archive
Production Database R
Database S
A
Restore
4 - 6 Years
1 - 2 Years L
On/Near-Line
Non DBMS
Archive
Current Data
IBM® Optim™ Retention Platform
ATA File Server A
§ Access Definitions C
Additional Options
EMC Centera™, DR550, Etc.
§ Complete Business Object ODBC / JDBC
C
Business Rules
Off-Line Archive
§ Off-line Retention Platform XML
E
6+ Years
§ Validations CD,Tape,Optical, WORM
HP StorageWorks™, IBM TSM S SQL
NetApp NearStore® SnapLock™, S
IBM Total Storage® solutions Excel
(including the DR550)
Access
EMC Centera™.

13. Test Data Management

14. Challenges associated with Test Data
§ Applica>on
errors
in
produc>on
§ Storage
cost
spiral
due
to
cloning
§ Constantly
use
produc>on
like
data
for
tes>ng
§ Slower
applica>on
releases
§ DBA
effort
to
maintain
non
produc>on
§ Need
new
features
ASAP
environments
§ Inaccurate
test
results
§ Applica>on
becomes
“stale”
§ Age
of
data
§ Data
“recycled”
during
tes>ng
§ False
result
tes>ng?
§ Extended
tes>ng
phases

15. Fully Leverage-able Solution
Test Data Management
Production
Environment
Baseline Clone
IBM Optim
Extract/ Archive File Test
(DB2 UDB/ AIX)
Dev
(Oracle/ Solaris)
Dynamically load
relational intact data sets
& objects based on QA
selection criteria (Sybase/ Linux)

16. Benefits of Optim Test Data Management solution
§ Faster
applica>on
releases
§ Smaller,
more
manageable
non
produc>on
environments
§ Less
applica>on
release
errors
§ Speed
itera>ve
tes>ng
cycles
§ Ability
to
regression
test
§ Power
to
refresh
data
easily
§ Reduce
applica>on
errors
§ Test
error
condi>ons
§ Compare
data
before
and
aNer
test
cycles

17. Client Success: Test Data Management
About
the
Client
§ Challenges:
– 2TB
database
that
was
con>nually
growing,
therefore
a
large
volume
of
test
and
development
data
was
consuming
large
volumes
of
disk
space
– Enormous
effort
to
con>nually
provide
test
data
for
mul>ple
environments
Industry
– Protect
the
iden>ty
of
their
customers
by
consistently
masking
all
sensi>ve
Government
informa>on
Location
New York State
§ Client
Value:
– Reduced
capacity
requirements
in
all
non-­‐produc>on
environments
by
20%
Application
Oracle E-Business Suite – Reduced
GL
capacity
by
90%
– Reduced
AP
capacity
by
79%
Solution
– Reduced
PO
capacity
by
68%
Optim™ Test Data
Management Solution for – LiWle
modifica>ons
to
out
of
the
box
templates
provided
by
Op>m
resul>ng
in
Oracle E-Business Suite a
fast
deployment

18. Optim Data Privacy

19. The Corporate View of Data Privacy
• Read all about it…
– Data breaches
– Identity Theft
• Laws are multiplying
– PCI
– GLBA
– HIPAA
– Data Breach Notification Acts
• 6 Data Breaches per F1000 company per year is the
Industry Norm*
• Data Privacy Projects are still more reactive then proactive
• Development, Backup and Testing environments remain
vulnerable!
• Bottom Line…Companies are having trouble securing
sensitive data!
* Source: IT Compliance Group, 2007
19

20. So where is sensitive data kept?
A. Everywhere
• ERP
• CRM
• Billing
• Customer
Production
• Data Warehouse
SIT • Reporting
UAT
Perf Test Training
Dev

21. Database Servers Are The Primary Source of
Breached Data
“Although much angst and
security funding is given to
offline data, mobile devices,
and end-user systems, these
assets are simply not
a major point of
compromise.”
…up fromreach
Report
in 2009usiness
RISK
Team
2010
Data
B
75% from
Verizon
B
www.verizonbusiness.com/resources/reports/rp_2010-­‐DBIR-­‐combined-­‐reports_en_xg.pdf
21

22. What is sensitive data?
• Personally Identifiable Information (PII)
• Financial Data (General ledger)
• Strategic information (buyouts, mergers)
All of it is valuable to someone who has the
intent to steal it and use it to their advantage

23. Data Privacy Delivered throughout your EBS
environment
A comprehensive set of data masking techniques to transform or de-identify data, including:
§ String literal values § Arithmetic expressions § Lookup values
§ Character substrings § Concatenated expressions § Intelligence
§ Random or sequential numbers § Date aging
Pa>ent
Informa>on
Patient No.
112233
SSN
123456
123-­‐45-­‐6789
333-­‐22-­‐4444
Name Amanda
Winters
Erica
Schafer
Address 40
Bayberry
Drive
12
Murray
Court
City Aus>n
Elgin
State
IL
TX
Zip
60123
78704
Data
is
masked
with
contextually
correct
data
to
preserve
integrity
of
test
data

24. Client Success: Data Privacy
About
the
Client
§ Challenges:
– Protect
the
iden>ty
of
individuals
within
their
database
– 3rd
party
access
and
servers
managed
by
Vic
Shared
Services
Industry – Large
number
of
the
workforce
are
contractors
Government
§ Client
Value:
Location
Victoria Australia – Op>m
solu>on
was
3
x
>mes
cheaper
than
rival
Application – Deployed
within
20
days
Oracle E-Business Suite
– Future
capability
to
provide
subsedng
using
the
same
tool
Solution – Skills
transfer
of
solu>on
to
staff
to
enable
further
enhancements
Optim™ Test Data
Management Solution for
Oracle E-Business Suite

25. Benefits of Optim Data Privacy solution
§ Protected
customer
base
§ Provide
a
range
of
easy
to
use
data
§ Compliance
against
privacy
legisla>on
privacy
op>ons
for
masking
data
and
regula>ons
§ Valid
CC
numbers
§ Specific
industry
requirements
§ Australian
addresses
§ Audit
ready
data
§ Rela>onally
de-­‐iden>fy
data
across
the
database
§ Ability
to
share
data
with
3rd
par>es

26. And Questions from the floor???