Enterprise Data Management Solutions for Optimized Infrastructure

Enterprise Data
Management
Solutions

Company Overview

Company Facts
 Flagship Product – Solix EDMS
 Appliance ‐ Solix ExAPPS
 Cloud – Solix Cloud Enabling Solutions
 Solix EDMS Database Archiving ‐ OEM’ed by
Oracle for Oracle FLEXCUBE Universal Banking
Application

Solix ExAPPS: Industry’s First
Application Retirement Appliance

Solix Technologies: Proprietary & Company Confidential

Solix Enterprise Data Management Suite

Our solutions help enterprise customers manage and protect their application data
assets in an optimized and secure manner to
1. Accelerate Cloud Enablement and Data
Consolidation in enterprises to cost‐
effectively transition to cloud‐based
infrastructure by archiving non‐active
data and rationalizing the application
portfolio

2. Enable business agility through better
application performance and Application
Portfolio Management

3. Risk avoidance through compliance of
data retention plus data privacy laws

4. Optimize data centers and reduce
operating costs


What Problems We Are Solving
Data Growth Obsolete Applications
Performance
Risk

Compliance

Downtime

IT Resources

Database
Size
Hardware
Capacity How Many Copies?

● Optimize Data Centers ● Reduce ● Reduce Maintenance Costs ● Data
Operational Costs ● Compliance Consolidation ● Compliance
Operational Inefficiencies Data Breach

● Storage Costs ● Productivity ● Time ● Security ● Compliance ● Risk Mitigation

What Problems We Are Solving

Reduced Budgets : CapEx & OpEX Poor Infrastructure Utilization

● Optimize Cloud Infrastructure ● Low productivity
● Rationalization & Consolidation ● Risk & Compliance
● Reduce Operating Costs ● Reduce Cloud Storage & Resources Cost


Solix EDMS Platform


Single Install, Product, Repository

Oracle EBS,
SAP R/3, MFG‐PRO,
MANMAN, Progress PeopleSoft

Oracle
JD Edwards on E‐Business Suite
SQL Server

Oracle
Custom Applications BaaN on Informix Oracle EBS, Siebel, E‐Business Suite,
OTM, DB2 on z/OS BaaN, VSAM


Solix EDMS Application‐Awareness

• Out‐of‐box knowledge to identify transactional business objects
• Business objects can span across several tables, tablespaces and partitions
• Examples: Customer, Sales Order, Service Order, Examples: AR Receipts, Transactions;
INV Transactions; GL Journals
• Extendable metadata model framework to auto‐populate for custom applications


Solix EDMS Database Archiving
Optimize data centers, cloud infrastructure and reduce operational costs with enterprise
data archiving

Challenges from Data Growth

What happens ?
– More Data = Less Performance
• Performance Tuning
– Money spent on operations vs. Strategic Initiatives
» SQL Tuning
» Database Tuning
– Increased storage costs
– Longer backup and recovery cycles
– No data lifecycle management – Compliance & Legal risks
– Moving Platforms (HP‐UX to Linux)
• More data = Longer Outage
– Clones


Why Database Archiving

Risk

Compliance $

Downtime

IT Resources

How many copies?


• Customizable business rules define the criteria that determines if a
transaction is eligible to be archived
• Rules ensure that only valid transactions are archived and does not break the
applications integrity
• Ensures data validation
• Exception and audit reporting
• Archive and Purge using either using a multi‐step model with built‐in preview
capabilities or automated model with event notifications
• Integrate the archive processes with enterprise schedulers or management
tools


Benefits of Database Archiving

• Improve Application Performance Performance
Risk

– Large tables = poor performance Compliance

– Removing historical business objects reduces their size
Downtime

IT Resources

• Improve Operations
– Reduce downtime for Cold Backups, upgrades and disaster
Database
Size

recovery Hardware
Capacity
How Many Copies?

– Reduce Cloning time
• Reduce Costs
– Tiered storage can reduce infrastructure costs by 20‐50%
– Reduce DBA time & cost for tuning and monitoring
– Saves overall storage by reducing the multiplier effect
• Maintain Regulatory Compliance
– Data is maintained in same format and accessible by original
application
– Manage the lifecycle of data using corporate policies


Case Study: Herbalife

Background Business Objective
• Client is worldwide distributor of nutrition, weight • Archive historical data to
 maintain database size at manageable level
management and personal care products thru 1.9 million
 improve performance
distributors in 72 countries
 Comply with data retention requirements
• Using Oracle E-Business Suite 11i.10
 improve time, effort and storage required for clone
• DB size is growing with opening operations at more instances
countries • Meet the need of growing operations with minimal
• Database grown by 1 TB during last year reaching 7 TB PROD hardware upgrades
total

Challenges Solix Solution Benefits achieved
• Database backup, restore and cloning time • Improved system / application
• Implemented Solix EDMS Archiving solution
has gone up performance and stability
• Metadata repository • Less storage for db copies, backups,
• Improve application Performance
• Concurrent programs were taking long
• Configurator clones, reporting and mirrors
time to complete • CLI • Less time for database backup,
• Time to apply patches had increased • Migration tools restore, recovery, clones and transfer
significantly • Less down time for application /
• Built the Knowledgebase for INV, AR, GL,
• Simultaneous access to the archived data ONT and WSH E‐Business modules database patches and upgrades
• Stay within IT budgets, infrastructure and
• PROD hardware upgrades cost for • Implement Custom Archiving for archiving
speed of millions of records in few hours operation costs
supporting operation at more countries


American Tire Distributors (ATD)

“Database archiving has also helped ATD move toward a lifecycle management
approach to data, meaning that the company is able to exercise more control over
data’s creation, storage, and deletion. “Going through that lifecycle—from
production to archiving to elimination—is definitely what we’re putting together
as a long‐term
Strategy”

Tony Vaden, CIO
American Tire Distributors

“ATD got an expected performance boost in Oracle E‐Business Suite from database
archiving. We see a 50 to 60 percent performance improvement in our nightly batch
processing, with no SQL tuning at all Gibson says. It's Huge.”

Revisiting one extreme example: the seven hours of processing formerly required to
merge two customers’ inventory data was reduced to one hour, and with further
SQL tuning it now runs in one minute.

Angelic Gibson, Director of IT Operations
American Tire Distributors


Solix EDMS Application Retirement
Rationalize applications portfolio and data center consolidation with end‐2‐end
Application Retirement solution

Application Retirement

Reducing Costs “On average 10% of applications in an unoptimized portfolio
 Retiring legacy hardware are candidates for retirement. An additional one‐third can
 Eliminating maintenance & support costs
require migration or rationalization”
 Reducing administrative costs
 Proven ROI
Jim Duggan, Gartner analyst
DataCenter Consolidation
 Mergers and acquisitions “The decommissioning of existing systems‐of‐record
 Application standardization / applications will be very significant — we believe that between
Modernization / Consolidation
2010 and 2020 more than half of all data center applications
 Upgrading to ERP
in use in 2010 will be retired. This mass retirement will bring
Regulatory Compliance the problem of orphaned data to the front and center of issues
 Data retention regulations the IT organization will be expected to mediate and resolve”
 eDiscovery requests
 Warranty fulfillment Gartner Research (Sheila Childs, Andy Kyte, Ted
Friedman, Debra Logan, Jim Duggan)
Source: “Plan Legacy Application Retirements Carefully”, Gartner, April 2009
Managing orphaned data will require a multidisplianary approach” Gartner, March 2011

Business Drivers for Application Retirement

“The economics of replacing old hardware with new “The main area of focus for Johnson in 2011 is a
hardware are pretty good. But the real gains are in programme dubbed Rationalise the Core (RTC), now
rationalization of your applications. How many moving to its third and final year with the aim of
thousands of applications do you need to run the reducing Dell's portfolio of hundreds of
company? Are there alternatives to which you can applications. Some projects are "a bit behind," but
migrate users instead of retaining so much the plan is 85% on track, so it should take an
redundancy? At Dell we had the same problem. I additional six months to complete”
used to run IT here. We had 10,000 applications;
we've brought that number down by about half, and “We have driven huge efficiency by using that
by the time we're done, we'll bring it down into the approach. Not only we reduced application count
hundreds” worldwide, but we upgraded applications and that
has taken IT cost out whilst delivering a better
answer for the business”

Steve Schuckenbrock Robin Johnson
President DELL Services CIO DELL

http://www.forbes.com/2009/08/29/virtualization‐cloud‐computing‐technology‐cio‐network‐enterprise.html
http://www.computerweekly.com/Articles/2011/03/01/245668/CIO‐Interview‐Robin‐Johnson‐Dell.htm

Application Retirement Approach
• Classify Legacy Data to be Migrated
– Separate business relevant data from system data
– Determine criteria for business data to be migrated
• All tables or selected business objects
• Selected date range

• Migrate Legacy Data to an Archive
– Select an archive based on access requirements
– Frequency of access, turn‐around time for access, end‐user or IT access
– Select migration method for the selected data
• Provide Access to Migrated Data
– Create context to make migrated data useful once the legacy application is retired
– Setup role‐base security
– Allow browsing of migrated data
– Create queries and reports
• Retention Management & Legal Discovery
– Assign retention schedule to data objects
– Data disposition after retention with embedded workflow
– Maintain audit‐trail and prove chain‐of‐custody
– Apply legal holds with data preservation
– Export data on legal holds to a legal archive for further processing & culling


Application Retirement Process

Identify
Legal Candidate
Discovery Applications Data
Classification
Lifecycle Management
Retention
management
ETL
Data
Migration

End‐User
Reporting
Data
Validation

Query
Data
Data Access Add
BI / Reporting Tools Application
Context
Role
Based
Security
Data
De‐Duplication
Data
Compression

Long Term Archive

Application Retirement: Data Migration


Application Retirement – Data Access

Solix Technologies: Proprietary & Company ConfidentialTechnologies: Proprietary & Company Confidential
Solix

Solix Application Portfolio Manager
• APM Dashboard
– Summary view of all retired applications
• Role‐based Security
– Define roles
– Assign objects (tables, views) to roles
– Assign one or more roles to each user
– User authentication
– Integrate with LDAP or AD
• Data Browser
– Select objects to browse
– Select columns to view
– Enter criteria for data to be returned
– Sort data on any selected column
– Save query for re‐use
– View selected data
• Browse data on screen
• Export to XML or CSV files

• All functionality runs in your browser
– No desktop software to install
– Can be integrated into company intranet for rapid deployment


Solix EDMS ExAPPS Appliance
Data consolidation and cloud enablement with purpose‐built appliance
for application retirement

Appliances

Application
Retirement
Database Appliance
Appliances

DataWarehouse
Appliance

Routers


Why Application Retirement Appliance

• Dedicated for Application Retirement only
• Lighter footprint when other data management capabilities
are not required
• Purpose‐built
– Higher automation
– Simplifies Application Retirement process
• Ideal for repeatable process
• Single appliance price: delivers lowest TCO
• Single location for all legacy data: easier to manage, search
and access.


Introducing Solix ExAPPS


Simplicity

• “It’s an Appliance”
• Solix EDMS Application Retirement works from any standard
browser
• No setup required
• Plug‐n‐Start‐Application‐Retirement


Rapid Implementation


Quick ROI with Repeatable Process

Identify
Legal Candidate
Classification
Retention
management
ETL
Data
Migration

End‐User
Reporting
Data
Validation

Query
Data
Data Access Add
Context
Role
Based
Security
Data
De‐Duplication
Data
Compression

Long Term Archive

Lowest TCO

Pre‐validated

Pre‐patched

Pre‐configured

Pre‐tested

Pre‐built


Two Models

• Solix ExAPPS Standard: Caters to retirements of large numbers of
legacy applications ‐ up to 50 TB source structured data. Provides
data immutability
• Solix ExAPPS Mini: Ideal for customers requiring 10 – 15
applications to retire with <5 TB of legacy data
“Since most organizations find that they have many applications to retire once they get started, and
the ROI is fairly good when using database‐archiving tools, the objective should be to turn the
activity into a somewhat repeatable process. Look for tools that support this. Application archiving
vendor Solix Technologies, for example, has just released an application archiving appliance that
is designed to leverage this repeatability to reduce cost and increase the speeds of retirement”.

Sheila Childs, Research Director, Gartner
Use Database Archiving to Preserve Data When Retiring Applications, March 2009


Comparison

Solix ExAPPS Standard Solix ExAPPS Mini
Hardware Configuration Quad Processor Intel/ 2x6 RAID Quad Processor Intel/ 2x6 RAID
storage storage

Software Infrastructure Suse Linux/Apache Tomcat/Long Suse Linux/Apache Tomcat/Long
Term Archive Term Archive

Solix EDMS Application Retirement Included Included

Solix Secure Archive Included; provides 90% Not Included
compression & data immutability

Storage Capacity after Compression Up to 50 TB source data (structured) Compression feature not
available (up to 5TB source data)


Application Retirement Experience

RDBMS‐Based Non‐RDBMS Based
• Oracle EBS • ManMan
• PeopleSoft • VSAM files
• JD Edwards E1 • CA‐IDMS
• JD Edwards World • CA‐DataCom
• Siebel
Platforms
• BaaN
• Linux
• SAP
• Unix
• MFG‐PRO
• Windows
• Custom
• AS/400 – OS/400
• Mainframe – z/OS, OS/390


Case Study ‐ Honeywell

Background Business objectives
 Started with retirement of single application (JDE)  Reduce IT Costs
 Meet regulatory compliance for data retention
 Now expanded as enterprise initiative
 Centralize management of retired data
 Application Retirement across different divisions  Minimize impact on end users
 50+ applications and 12 TB of data  Consolidate / simplify data center
 Standardization on SAP
 Continued usage of SAP BO reports to access to legacy data

Challenges Solix’s Solution Benefits Expected
 Retire heterogeneous set of applications  Implementation of Solix EDMS  Projected cost savings of $12 million over
Application Retirement three years
 Reduce costs related to legacy
application maintenance  Migration of legacy data to an Oracle
database repository  Consolidated repository for all retired data,
 Risk mitigation and compliance
 Maintain context for migrated data enables centralized management
 Report generation/ Information access utilizing Solix View Builder
to business users  End‐user access to retired data with
 Implement role‐based security and end‐
user data access utilizing Solix minimal IT involvement
Application Portfolio Manager
 Enable the continued use of existing
Business Objects custom reports


Benefits

• Simplicity: It’s An Appliance
• Rapid Implementation: Integrated and ready‐for‐deployment
• Quick ROI: It’s Repeatable
• Lower TCO: Pre‐Tested, Pre‐Configured,…..
• Ensures Compliance: All retired data in a single device; in Solix
Secure Archive – provides Immutability to data
• Built‐in reporting tools; supports common BI Tools
• Provides systematic approach to manage application portfolio
• Supports heterogeneous infrastructure


Analyst Endorsements

“Since most organizations find that they have many applications “The return on the investment for implementing a
to retire once they get started, and the ROI is fairly good when structured data archiving solution is exceptionally high,
using database‐archiving tools, the objective should be to turn especially for application retirement or when deployed for
the activity into a somewhat repeatable process. Look for tools a packaged application for which vendor‐supplied
that support this. Application archiving vendor Solix templates are available to ease implementation and
Technologies, for example, has just released an application maintenance. One vendor (Solix Technologies) recently
archiving appliance that is designed to leverage this repeatability launched an all‐in‐one application retirement appliance
to reduce cost and increase the speeds of retirement” designed to support data associated with multiple
applications in an immutable, searchable format, which
may ease the extensive deployment requirements for some
of these solutions”

Pushan Rinnen, Dave Russell ‐ Gartner
Sheila Childs, Research Director, Gartner
Hype Cycle for Storage Technologies, July 2010
Use Database Archiving to Preserve Data When Retiring Applications,
March 2010


Solix EDMS Test Data Management
Reduce storage costs and increase application development productivity with
secure database subsetting

Test Data Management

6 * 500 GB = 3 TB


Cloning and Sub‐Setting


Case Study: CMS

Background Business Objectives
• Using Oracle E‐business Suite • Reduce time and storage required for non‐production
• IT operations are out sourced to IBM Global Services clones
• Cost of Storage provisioning and application productivity • Improve the system performance
cycle issues with non‐production instances • Create subsets that are 1% of the production copy
• Create 6 copies of production database • Improve the application patch and testing cycle process

• Reduce time for subsetting and • Implemented Solix EDMS solution • Created subsets which are 1% of production
cloning of databases instances that are of 16TB size
• Unique “Single‐Pass Database
• Configuration instance is not in Technology™” with inline subsetting • Create subset and gold instances in < 24 hours
sync with highly efficient parallel processing
• Solix EDMS Gold Instance as a direct fit for
• Maintain a configuration with only their configuration instance • Gold Instance 103 GB
master data
• Subset instance 180 GB
• No real Tx Data in test as they
• Savings on 89 TB storage provisioning
manufacture
• Have to migrate code with new
releases

Solix EDMS Data Masking
Reduce risk and compliance issues by securing PII and PCI data with enterprise
data masking

Solix EDMS Data Masking

• Solix EDMS Data Masking masks sensitive and confidential data based on policies
• Leverages metadata from Application‐Awareness
• Maintains data referential integrity across entire application
• Extensible Architecture


Benefits of Test Data Management & Data Masking

Reduces Cloning Times to Hours
• Automated process
• Parallel copy process

Smaller clones reduce storage and server requirements
• Test and dev clones are “right‐sized” to business need
• Single‐Pass Database Cloning with inline subsetting
• Database, Application and schema cloning

Smaller clones increase data security
• Less data in subsets implies less risk of exposure to sensitive data
• Sensitive data is masked and protected
• Compliance and risk mitigation


Case Study: Nextel Mexico

 Client is a leader in Wireless Communication  Secure sensitive data in non‐production databases for all
 Using 10 custom applications on 10 databases applications in a consistent manner
 10 databases – 8 Oracle, 1 MS SQLServer &   1 Teradata
 Maintain referential integrity across individual and multiple
applications
 Budget constraints limit implementation dollars  Train Nextel to complete implementation of EDMS on all
 Mexican government passed regulation requiring applications
protection of all sensitive data on non production
environments

 Sensitive data in custom applications  Single tool for  10 custom applications on 3  Automated high‐performance masking to
different database types eliminate possibility of data breaches
need to be masked in non‐production
before it is sent for test/dev/QA  1st phase: Implementing Solix EDMS
Masking solution on 1 database and  Compliance with new government
 Administration across multiple provide knowledge transfer to Nextel regulations
applications needs to be simple  2nd phase: Nextel will complete
 Self‐sufficient customer comfortable with
 Large DB size has started to impact implementation on remaining databases
making sensitive data
application Performance  Starting with Oracle Databases
 Multiple database types in a complex  Next will be Teradata
environment


Case Study: Ross Stores

 Client is a leader in retail business  Reduce time and storage required for  non‐production
 Using PeopleSoft Financials & HCM on Oracle clones
 Retek on Oracle
 Secure sensitive data in non‐production databases for all
applications
 Other applications on non‐Oracle Databases  2nd phase – to archive historical data and improve
 IT operations are outsourced application performance
 Compliance Officer has mandated securing sensitive data in  Train the outsourcing partner
non‐production instances

 Sensitive data in PeopleSoft & Retek  Single tool for  Archiving, Subsetting,  Making smaller subsets saving DBA time &
Cloning & Masking costs
applications need to be masked in non‐
production before it is sent for test/dev  Out of box templates for PSFT & Retek
 Reducing storage by at least 50%
 Support of non‐Oracle Databases
 Cloning is taking 3 days
 1st phase: Implementing Solix EDMS  Automated high‐performance masking to
 Administration across multiple Subsetting, Cloning  & Masking solution eliminate possibility of data breaches
applications needs to be simple
 Starting with PSFT  Outsourcing partner part of
 Large DB size has started to impact
 Next Application: Retek implementation
application Performance
 Non‐Oracle applications
 Need to reduce storage costs  Would be Self‐sufficient, making secure
subsets and clones

Solix Cloud Enabling Solutions
Optimize Cloud infrastructure and reduce operating costs with cloud
enablement solutions

Cloud Solutions Market

An estimated $20 billion of the Federal Government’s $80 billion in IT
spending is a potential target for migration to cloud computing solutions*

* Federal Cloud Computing Strategy – Vivek Kundra, Chief Information Officer – Feb 2011


Solix Cloud Enabling Solutions


Microsoft Azure Platform

Identify
Legal Candidate
Classification
Retention
management
ETL
Data
Migration

End‐User
Reporting
Data
Validation

Query
Data
Data Access Add
Context
Role
Based
Security
Data
De‐Duplication
Data
Compression

Long Term Archive

Solix Application Portfolio Manager

Client


Data Center Consolidation

• According to Federal Data Center Consolidation Initiative (FDCCI),
federal agencies have formulated detailed consolidation plans and
technical roadmaps to eliminate a minimum of 800 data centers by
2015*

• Controlling Data Growth
 Help controlling the data growth in the data center using intelligent data archiving

• Optimizing Data Center Infrastructure
 Compliment 3 key Data Center initiatives to optimize Data Centers
 Consolidation
 Rationalization
 Virtualization

* http://www.cio.gov/documents/25‐Point‐Implementation‐Plan‐to‐Reform‐Federal%20IT.pdf

Summary

• Comprehensive Data Governance Platform to manage and
protect application data assets
• Single product, install, repository
• On‐premise, On‐device, On‐demand
• Support for End‐2‐End lifecycle management processes
• Application Portfolio Management
• Deployment across industries, applications and databases
• Partnerships including (OEM, Re‐sellers and Service providers)


Solix & Oracle : Partnership at a Glance

Technology Integrations Among DB Archiving vendors –Only Solix

Applications & Oracle FLEXCUBE Universal Banking, Only archiving solution that is embedded into Oracle
Industries PeopleSoft, Oracle Vertical Industry Applications. (OEM’d by Oracle
E‐Business Suite, JD Edwards, Siebel, Oracle Flexcube)
Transportation Management Oracle Validated Integration
Oracle Exastack Ready
Systems Oracle Data Masking Pack Only masking solution that is integrated with Oracle
Management Group Data Masking Pack to provide “Application‐Awareness”
capability

Fusion Middleware Oracle Enterprise Content Management, Only application retirement solution to support Oracle
Group Oracle WebLogic 11g ECM platform – ensures archived data cannot be
modified with data retention capabilities

Database Group Oracle 11g Total Recall; Oracle Partitioning; Only solution that has complete integrations: provides
Oracle Advanced Compression; Oracle Real max ROI – leveraging customer’s Oracle investments
Application Cluster (RAC)


Partial Customer List …


Enterprise Data Management Solutions for Optimized Infrastructure

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