Information Lifecycle Dhawal Himani & Hitasha

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An Oracle White Paper

June 2007

Information Lifecycle Management for

Business Data

Presentation by:

Dhawal Kirti Maheshwari

Himani Garkoti

Hitasha Goswami


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Introduction

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There are 2 objectives IT managers are trying to satisfy:

To store vast quantities of data, for the lowest possible cost

To meet the new regulatory requirements for data retention

and protection.


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What is ILM?

y Information Lifecycle Management (ILM) is designed to

address these issues, with a combination of processes,

policies, software and hardware so that the appropriate

technology can be used for each phase of the lifecycle of the

data.

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Information Lifecycle Management for Business Data


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The lifecycle of data

y Active

y Less active

yHistorical

y Archive

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Why Oracle database 11g for

business ILM

It is much easier to manage, because the data is all in one

place, instead of being stored using many different formats.

the Oracle database is the ideal platform to implement an

Information Lifecycle Management policy, because it has anumber of features, which makes it very easy to implement

an ILM solution:

Application Transparency; data classification is transparent

Fine-grained; managing data at individual row level

Low-Cost; uses low cost to reduce costs

Enforceable Compliance Policies; define and enforce policies

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y Application Transparency is very important in ILM, because itmeans that there is no need to customize applications and it

also allows various changes to be made to the data without any

impact on the applications that are using that data.

y fine-grained levely low cost storage

y compliance reasons

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Implementing Information Lifecycle

Management

Step1. Step 2. Step 3. Step 4.

Define the

dataclasses

Create

storage

tiers fordata

classes

Create

data

access &migration

policies

Define &

enforce

compliance policies

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Step1-Define the data classes

Determine the following while defining the data classes:

y Which data is important, where is it and what needs to be

retained.

yHow this data flows within the organization.

y What happens to this data over time and is it still needed.

y The degree of data availability and protection that is needed.

y Data retention for legal and business requirements.

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Step1-Define the data classes

Data canbe bytheir ageor dateor both

Classification

Data hasto bephysicallyseparated

Separation

Data has

to begroupedat rowleveldepending ontheir class

Grouping

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Example of defining data classes

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Step2- Create storage tiers for data

classes

It is required toremove data fromdatabase & store it inother format

All the data that isnever or hardlyaccessed would bestored.

The less frequentlyaccessed data is stored,eg orders for Q2,Q3 and Q4.

All the importantand frequentlyaccessed data isstored, eg

Q1 orders.

Highperformancestorage tier

Low coststorage tier

Offlinearchive

storage tier

Onlinearchive

storage tier

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Step2- Create storage tiers for data

classes

y The cost will be saved resulting from the usage of multiple tiered

storage.

y Once the storage tiers have been defined the data classes

(partitions) identified in step one can be assigned to theappropriate storage tiers.

y The data is distributed across the appropriate storage devices

depending on its usage, while still keeping the data online and

readable available and stored on the most cost-effective device.

y Since partitioning is completely transparent to anyone accessing

the data, no applications changes are required, thus it can be

implemented at any time at minimal cost.

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Step 3 Create Data Access and

Migration PoliciesManaging Access to Data

y By Using Oracle Database 11g asecurity policy is implemented viavirtual private database thatdetermines exactly which data canbe seen, therefore authorized users

could see the information for Q1,Q2, Q3 and Q4, but only specialusers could view the historical data.

y A security policy is defined at thedatabase level and it is transparentlyapplied to all database users.

yThe benefit of this approach is thatit provides a secure and controlledenvironment for accessing the data,which cannot be overridden andcan be implemented withoutrequiring any application changes.

y Migrate Data between Classes

y During the lifecycle of the data itwill be necessary to move it atvarious times .

y Within Oracle Database 11g, there

are a number of ways that data canbe physically moved within thedatabase to take advantage of thedifferent storage tiers

y Sometimes individual data itemsmust be moved rather than a groupof data.

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Step 4 Define and Enforce

Compliance Policiesy Defining compliance policies for data which is stored at one central

location in oracle database is easier.

y The following areas are to considered while defining the compliance

policies.

Retention

( for how long the datahas to be kept)

Immutability

(assigning an externalparty that data is

complete & it has notbeen altered)

Privacy

(security policies aredefined using virtual

private database)

Auditing

(Oracle database hasauditing capabilities to

track all access andchanges to data)

Expiration

(oracle database removedata very quickly by

dropping the partitions)

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GUI based tool.

Used for managingILM environment

Oracle ILM

Assistant


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Basic Requirements:

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y Oracle Database 9i or greater

y

OracleA

pplication Express must be installed in thedatabase where the tables reside


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y ILM Assistant provides the ability to create lifecycle definitions.

y These definitions are assigned to tables in the database.

y Then based on the lifecycle policy, the ILM Assistant advises when it is

time to move, archive or delete data.

y The storage requirements and cost savings associated with moving the

data is also illustrated.

y Other capabilities include the ability to show how to partition a table

based on a lifecycle definition and to simulate the events on a table if it

were partitioned.y To assist with managing compliance issues, the ILM Assistant will show

all VPD and FGA policies that have been defined. It can also display and

query all the audit records and generate and compare digital signatures.

Features:


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TraditionalView

Data should be removed from the database and stored on tape,because tapes are capable of storing vast quantities ofinformation for a very low cost

Data needs to be archived out of the database in order tomaintain the performance of the database

Reluctance in some organizations to remove data from the

database.

Modern View

Data can remain in the database, or transferred to a centralonline archive database. All this information would be storedusing low-cost storage devices

Databases can perform extremely well with huge quantities ofdata

if there is no legal requirement to retain the data, why keep itwhen it is no longer required

Online archives


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Benefits of online archives


y Data will always be instantly available, therefore time is not wasted

trying to locate the tapes.

y No worrying as to whether the tape is readable and still in a

format that can be loaded into the database.y Retrieval of data from databases could prove expensive, and time-

consuming if the data is extremely old.

y Holding all the historical data in the database no longer impacts

the time required to backup the database and the size of the

backup.

y Data remains online when needed hence faster access to meet the

business requirements


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Removal of data


Keep the data in its ownpartition and then dropthe partition when it is

time to remove that data

from the database.

Remove the data in a

database format such as atransportable tablespaceor extract the information

in an open format.

No legal

requirement

to retain the

data

Data may haveto be returned

to the database

in future


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Conclusion


y Oracle Database 11g provides an ideal platform for

implementing ILM.

Simple to use since there are no specialized data stores to manage and it

operates independent of any hardware.

It has proven fast performance

The data is secure from unauthorized access and data is always

transactionally consistent.


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y The Oracle Database provides total flexibility

Can rapidly adapt to any change in requirements..

It is possible to define what should happen to data during its lifetime and

be reminded when it is time to perform those actions.

The Oracle Database has already been around for over 20 years, which is

very reassuring when your data may have to be retained for a long

duration.


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y Information Lifecycle Management enables us to understand

our data, which is an extremely valuable business asset,which must be managed properly, to ensure business success

and regulatory compliance. Using Oracle Database 11g, a

comprehensive ILM solution can be implemented for the

lowest possible cost.

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Information Lifecycle Dhawal Himani & Hitasha