This document provides an overview of Chain-Sys's data migration methodology and approach for Product Lifecycle Management (PLM) in Oracle E-Business Suite. It discusses data as an enterprise asset and Chain-Sys's migration and integration methodologies. It then presents a case study of LifeWay Christian Resources and how they used Chain-Sys's appLOAD suite to expedite their data migration process from two weeks to just four hours. The document emphasizes Chain-Sys's "Get Clean, Stay Clean" data ownership strategy and how it allows both IT and business users to manage the data migration lifecycle.

1. A Practical Approach to Data Maintenance
for PLM in Oracle E-Business Suite
Presenter:
Ross Vaidy| Marketing & Sales

2. AGENDA
• Data an Enterprise Asset
• Migration Methodology and Approach
• LifeWay Christian Resources Case Study
• Integration Methodology and Approach
• Testimonial

3. Data: An enterprise Asset
“Organizations that do not understand
the overwhelming importance of
managing data and information as
tangible assets in the new economy
will not survive”
-- Tom Peters 2001

4. COMPANY OVERVIEW
CHAIN SYS is a fast growing technology, product and management consulting
company. Established in 1998 and headquartered in Lansing, MI, with more than 350+
engineers and 100 customers worldwide.
Strong Partnership with Oracle Corporation
• Oracle Platinum Partner
• Oracle Validated Integration
• Oracle EBS, Database and Middleware products Reseller
• Oracle University Authorized Education provider and Center
Proud developers and owners of:
• appLOADTM family of productivity tools for Oracle EBS R12/11i
• e-chain™ ERP/SCM suite for SME
• Custom Development

5. Chain-Sys Solution
MIGRATION INTEGRATION
Enterprise
Enterprise
 Component Framework  Integration Framework
 templates for eBS and Siebel  Scalable Architecture
 application Engines  High Volume Capability
 Versioning Feature  Integration Engines for the Enterprise
 Easy to use GUI
Page 5

6. SOLUTION OVERVIEW
appBI Interface Migrate Log &
Adaptors Adapters Notification
Handler
appMIGRATE
Template Extract appLOAD Log & Notification
Adapters Adaptors Adapters Handler
appINTERFACE
Log & Notification
Schedule appEXTRACT FTP appLOAD
Handler
Engine Service Service Service
appLOAD Error appEXTRACT
Correction
Template Loader Pre-validation Cleansing Query Extract Error
Processor Processor Engine Handler Parser Engine Handler
Base Components
Instance Data Validation Log & Notification
Handler Processor Engine Handler

7. CASE STUDY
LifeWay Christian Resources is a religious
nonprofit. LifeWay produces Bibles, church
literature, books, music, audio and video
recordings, church supplies, and Internet
services. The ministry operates 154 LifeWay
LifeWay Christian Resources Christian Stores across the country.
Nashville, TN
 Item with cost and revision  Projects, Tasks and Key members
 Advanced Products Catalog  Project Key Member mass update
Industry:  Item UDA  Project Budgets
Christian Products, Publishing, Nonprofit  Item Catalogs  Price List Creation and Updating
 Item Category assignments  Sales Order Creation
CHAIN•SYS Products:  Item Cross References  AR Invoice
appLOAD™ Suite  Inventory Transactions  AR Cash Receipts
 Structure/UDA  Suppliers

8. TRADITIONAL METHODS OF CONVERSION
• SQL Loaders
• Interface Programs
• Scripts
• Dataloader (front-end)
• Excel Macros
• Oracle Web ADI (hybrid)

9. LIFEWAY CHRISTIAN RESOURCES -
CHALLENGES
 Needed an expedited process of manual mass data
loading/maintenance within Oracle E-Business Suite
 LifeWay’s utilization of DataLoader did not perform
to time and quality standards and struggle as a
foolproof and robust solution to their data needs.
 DataLoader took constant monitoring with an eight
computer conference room and 2 weeks for loading
more than 5000 items and projects.
 To find an efficient, unmonitored process to load
data into their environment.

10. FEATURE, FUNCTION, BENEFIT
Technical
Review Estimate time,
AIM methodology Testing, QA, Correct Errors in
decide data efforts and Run Concurrent
documentation Bug Fix, deploy Source Files and
entities, budget requests and call
and Programs in Test, QA, Resubmit the
data conversion for Data Programs
development Prod Instances exception rows
seq., validations Conversion Scripts
& translations
Traditional Data Conversion: Tech Team Lead + 4
Tech Consultants + 4 months elapsed time + Project Management
= Lot of money + Time + Efforts

11. Product LifeCycle Management (PLM) –
Architecture Diagram
Main processes Main Data entities
Single -Single source of truth Product Data Hub -Items
Source of -New product Launch -Items User Defined Attributes
truth -Product lifecycle management (PDH) -Structures
-Workflow Oracle R12.1.3 -Structure User Defined Attributes
Middleware
Middleware
(Oracle Fusion MW, IBM Web sphere, TIBCO, Chain-Sys appINTERFACE)
Contact Field
ERP CRM
Pipeline Center Service
Contracts/IB
Target
Adv Demand Other
EDW
Planning Planning Legacy

12. Product LifeCycle Management (PLM) Migration Approach
Define Data Objects and Attributes to be Migrated 1 Cleanse and Transform Data as Required 4
appMIGRATE Templates
Define Data Objects and Attributes to be Migrated,
Data Validation, Transformation and Cleansing Rules and Requirements
are Configured
-Our methodology begins with facilitated work shops to • appMIGRATE provides a robust logical data
define data objects and attributes to be migrated, and data transformation tool. It is capable of logically
appMIGRATE appMIGRATE validation, transformation and cleansing rules and modifying existing data or creating data logically in
Data Staging Table Data Staging Table
Source System requirements pre-defined fields. For example if a new segment is
Data
-The workshops help to build stakeholder ownership added to the general ledger chart set the entry can
Data
Staging
Table
Staging
Table
-This information is then documented and source object / be created using this feature
Data is Transformed and
Cleansed
attribute to target object / attribute maps and data validation
Data is Extracted to the Data Mart
Data File Updated
/ cleansing rules are created and approved
• appMIGRATE includes a number of tools to support
-These documents are the basis for the configuring of the
data cleansing, for example data may be compared
appMIGRATE templates
Target System to locate duplicate records with alias key identifiers
based on sound, key words (Levinstein Distance
Error Exception API’s and Upload
Method) and custom configured logical
2
Report is Programs are
Created Executed
relationships
Configure appMIGRATE Extraction Templates
Data is Validated and Errors are Data Migration is Complete
Incorrect Data Rejected Corrected
• All objects and attributes in the data mart are
• appMIGRATE features over 200 extraction adapters available for edit
Main Activities in Data Migration
and load templates that include every object and
attribute in the standard eBS data base • An audit trail is created for all changes
1. Define Data Objects and Attributes to be Migrated
2. Configure appMIGRATE Extraction Templates Accordingly
3. Extract Selected Objects and Attributes from Source Instance and • Template configuration involves mapping the source
move to a Staging Table object attributes to the target object attributes this Pre-Validate Data Prior to Load to PLM Target Instance 5
4. Transform and Cleanse Data as Required includes any user defined attributes and additional
5. Pre-Validate Data Prior to Load to eBS Target Instance fields (Definitive Flex Felds) appMIGRATE will perform a pre-validation of the data in the
Correct Any Pre-validation Errors data mart using the same criteria as the target instance.
6. Load Data to Target Instance • CHAIN SYS will be pleased to complete the -In addition special validation rules may be added to the
configuration task or to train client personnel in appMIGRATE pre-validation if needed
Licensing Model : Advantages: configuring the templates -An on-line error report is presented and the user may make
corrections as required
 Software provided by -A tool to assist in the correction of errors (by suggestion) is

CHAIN SYS
Client Hardware
Pay for only what you need and 3 also provided
-All data correction data is collected and maintained and is
use
provided Extract Selected Objects and Attributes from Source Instance
available in an electronic document form
 Support services No software purchase costs and move to a Staging Table
provided by CHAIN SYS
 Consulting services No software maintenance costs • The extract and load templates are selected and the
available on demand via source instance and file(s) to be extracted are
identified
Load Data into PLM Target Instance 6
CHAIN SYS Use of templates and adapter
 Software setup and dramatically reduces appMIGRATE uses standard eBS Application Programming
installation included “mapping” effort cutting • Upon execution of “Run-Loader” program data is Interfaces (API’s) to ensure that data is validated in
 Our Data Migration project time, expense and risk copied from the source object to the Data Mart and accordance with the eBS rules
Factory is available for is available for review and edit -Where standard API’s are not provided by eBS app uses
migration services and Pay only for the software and custom API”s and Open Interface Rules to provide for data
support services that you use • A complete electronic record of source location of validation
 Data cleansing of legacy each record is maintained -Load executions may be scheduled automatically using File
data is available Use only the services that you Transfer Protocol (FTP) procedures standard to eBS
 Initial training is included need according to your -Load execution is run as a “background task” permitting
schedule other applications to be used simultaneously

13. Product Lifecycle Management (PLM) -
Integration High Level Architecture
Systems
Source
Clients
Items PLM ERP APS/DP
appExtract
Web SQL Engine
Migrate Project Engine
Interface Procedure Engine
appINTERFACE
Scheduler Engine
Incremental Engine
Logging
Engine Validation Engine
appLOAD
Transformation Engine
Error Handler
Load Engine
systems
Target
ERP CRM EDW
RDBMS

14. Product Lifecycle Management (PLM) System Architecture with CDC
Database Streams
Works from 9i to 11g
NO DB TRIGGERS
High Performance
R12 PIM LEGACY
S1 S23 S3 Sn S1 S23 S3 Sn
CDC Database
CDC Schema PIM - LEG - CDC Schema
CDC CDC
appINTERFACE Server Apache Tomcat 7
appINTERFACE
appExtract
Engine
appINTERFACE Transform
Metadata Engine
appLOAD
Engine
R12 ERP
appINTERFACE ICON HUB
Staging Schema

15. Data Consolidation and Cross References
An alternate approach to Data Standardization is Data
Harmonization. In this technique all unique records are still
linked via a common
and standard key identifier. A cross reference table, similar
to that used for part number cross referencing is developed
to cross reference
original key identifiers from the diverse data repositories to
the standard key identifier. This technique provides a means
of obtaining the
standard key identifier when the original key identifier is
presented.

16. LIFEWAY CHRISTIAN RESOURCES -
SOLUTION
 LifeWay selected appLOADTM Suite for its data
loading activities in Oracle E-Business Suite.
 appLOAD’s reliability and ability to reduce cost and
+ time of data loading (2 weeks down to 4 hours),
without technical assistance, aided LifeWay to load
CHAIN•SYS into a production database of 1200GB.
 The data migration process was completed solely by
the business users.
“
The projected ROI provided through use of the appLOAD
application easily justified the cost of the product. ..Chain-
Sys has been extremely responsive in identifying the most
efficient uses of the tools and responding to our questions
”
as we have begun to use the tool.
Financial Applications Manager

17. LIFEWAY CHRISTIAN RESOURCES -
RESULTS
 LifeWay was able to maintain Oracle EBS
Financials, Projects, APC, Inventory,
Purchasing, Order Management, and
Advanced Pricing modules for its global
“
What I like about appLOAD is
how fast it is. appLOAD executes
the data loading processes in the
operations. background with no baby sitting
 The IT and Business users used appLOADTM to needed. I can do the same task in
expedite the data migration process. The 4 hours that used to take two
weeks.
”
business users were able to take ownership
of the data objects relieving the stress and Lifeway Christian Resources
cost for IT.
 Flexible and Scalable – GET CLEAN, STAY
CLEAN Strategy

18. DATA OWNERSHIP STRATEGY
IT Team
Changes Add Attributes Pre-Validation GET
CLEAN
Translation Concurrent SQL Query
Rules Input Validation
Business
User
Validation Correction Execution STAY
CLEAN

19. Project Score Card
Get Clean,
Stay Clean.
Extensive
failure rate
during load
time
SAVINGS OF
99.5%
Times in hours based on processing 100,000 data objects
19

20. GET CLEAN, STAY CLEAN
Source Systems
xref
Get Clean
Consolidation/
appMIGRATE Cross Reference PLM
Combine, Product
System 1
Match, LifeCycle
Grouping, Management
Cleansing, Cleansed data
System 2 Enrichment
Unforming
De-activate/Archive,
Cleansing in current
systems
erp crm edw
Data for
Enrichment
Stay Clean

21. OUR HAPPY CUSTOMERS (PARTIAL LIST)

22. x202/205

23. QUESTIONS?