Blog post updated on November 21st, 2023
Enterprises planning their journey to the Oracle Cloud ERP need to consider retention of historical ERP legacy data.
In a prior blog post we outline Oracle’s best practices for data migration of predominantly open transactions to Oracle Cloud ERP.
In this blog post we focus on Oracle E-Business Suite (EBS) historical data retention options for ERP.
You need to consider:
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legal requirements for data retention (usually stipulated by local tax authorities)
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that your solution does not compromise local data protection regulations such as GDPR or CCPA
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reporting needs
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data access and security needs
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technical and functional skills of your staff
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migration effort
You can review the four EBS legacy data retention options below to determine which best meets your business needs.
| Keep EBS with read only access on existing on-premise system |
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- Retain all EBS data and access the data in read only mode after cut-over to cloud.
- View transactions via UIs and retain reporting capability on historical data.
- Use existing EBS Person Data Removal Tool for obfuscation of data to address local data protection requirements.
- Use existing EBS purge and archive capabilities, if needed.
- No need for additional user training.
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Requires:
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ongoing maintenance of EBS
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in-house hardware
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EBS Applications and DBA skills
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effort to setup “read only” access responsibilities and update of user assignments
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Low |
| Move EBS instance to Oracle Cloud Infrastructure (OCI) |
- EBS historical data and applications move to OCI.
- Enable EBS system with “read only’ access after cut-over to cloud.
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- No need for on-premise hardware to support EBS system.
- Retain all EBS data and access the data in read only mode after cut-over to cloud.
- View transactions via UIs and retain reporting capability on historical data.
- Use EBS Person Data Removal Tool for obfuscation of data to address local data protection requirements.
- Use existing EBS purge and archive capabilities
- No need for additional user training
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Requires:
- EBS Applications and DBA skills
- effort to setup “read only” access responsibilities and update of user assignments.
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Medium |
| Backup historical data and build inquiry and reports on the data |
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Backup EBS historical data (not EBS applications) to a database.
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The database could be third-party, or it could be Oracle Autonomous Database on OCI which includes Oracle APEX reporting tool.
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Build selected inquiry forms and reports on top of the database data, as needed for the purpose of data retention inquiry and reporting.
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- Retain all historical EBS data.
- Consider the Oracle Autonomous Database as it provides a self-driving data platform with little maintenance.
- Back up database to Object Storage.
- Use APEX reporting tool to build custom reports on top of EBS historical data.
- If you purchase a consulting service offering, it usually includes backup of historical ERP data to a database. Basic security framework such as IDCS, means users are granted access to specific sets of data. A certain number of ERP reports and inquiry UIs are usually included. These would typically cover:
- GL balances, movements, and journal details, including attachments.
- Purchase Orders
- AP invoices, including attachments.
- AR invoices
- Expense reports, including attachments
- and more…
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- May need IT staff to develop additional reports.
- IT staff must understand table relationship for historical data to build additional reports.
- No solution to obfuscate data to address local data protection requirements.
- No purge and archive capabilities.
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Medium |
| Combine EBS and Cloud Apps data in data warehouse |
- Recommended for customers who need to combine historical and Oracle Cloud ERP data.
- Create an EBS historical data set to ensure data integrity.
- Combine historical and Oracle Cloud ERP data for management reporting purposes.
- You could extract historical data with ETL tools to populate any data warehouse of your choice.
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- Get a jumpstart for Oracle Cloud ERP data analysis with Oracle Fusion Analytics prebuilt applications.
- Both EBS historical data and Oracle Cloud ERP data can be available for combined analysis in a data warehouse, such as Oracle Analytics Cloud Platform.
- Extract and load EBS historical report summary for P&Ls and Balance Sheets for year-on-year comparison to a data warehouse as a customized data set.
- Extract and load EBS ERP historical transactional data to support your management reporting needs.
- To help you better understand Oracle Analytics Platform and Oracle Fusion Analytics prebuilt applications, refer to this blog post (4 parts): Extending Fusion Analytics – Part 1 of 4 (oracle.com)
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- High effort to migrate EBS ERP historical data.
- Effort to build reports for EBS ERP historical data, as no standard reports available.
- Risk of double counting data due to potential data overlap when combining EBS historical data and Cloud ERP data for analysis.
- Oracle Analytics Cloud Platform does not support binary data such as attachments.
- No solution to obfuscate data to address local data protection requirements.
- No purge and archive capabilities.
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High |
Conclusion
ERP data retention requirements typically vary by country. Review the above options with your IT and Finance departments as well as your auditors. Then, select the best option(s) to meet your enterprise needs in the countries in which you operate.
Gain Insight with Useful Collateral
EBS on OCI: https://docs.oracle.com/cd/E72030_01/infoportal/ebsoc.html
FAQ for EBS on OCI: https://docs.oracle.com/cd/E72030_01/infoportal/ebscfaq.html#q1