STRATIX 9.2 1. INFORMATION WAREHOUSING 1.1 Overview STRATIX provides an Information Warehouse to support certain STRATIX applications that require intensive processing of database resources. An Information Warehouse is a separate database operating apart from the primary Operational Database. Certain selected STRATIX applications, such as Sales Analysis and Inventory Planning, are inherently complex and processing intensive. The typical purpose of these applications is to provide summarized information for a specific operational period interval. This information is then audited and analyzed by management personnel, such as Sales Managers and Replenishment Managers, for business decisionmaking purposes. Since such applications generally demand intensive database resources, processing them in the Information Warehouse can avoid interruptions to the daily operations on the primary Operational Database. Based on specific user requirements, a copy of the transaction information is typically extracted, summarized and transmitted from the Operational Database to the Information Warehouse as required or based on defined time intervals. After the data transmission, the transaction information becomes auditable information for inquiry or reporting purposes. For some applications, additional processes are required to be applied against the extracted information in the Information Warehouse before the information becomes available for use. All STRATIX applications require specific Enterprise Parameters to operate. A generic mechanism is provided for duplication of Enterprise Parameters from the Operational Database to the Information Warehouse. This avoids unnecessary expenditure of manual resources to replicate the Enterprise Parameter setup. The Enterprise Parameter synchronization process can be initiated by the System Administrator as required or based on defined time intervals. Information Warehousing – 9.2 Licensed Material, February 25, 2013 Invera The Metal Information Technology Company Page 2 STRATIX 1.2 Information Flow 1.2.1 Transaction Information Flow The following diagram illustrates the flow of STRATIX transactional information from the Operational Database to the Information Warehouse. STRATIX Operational Database STRATIX Transactions 1.2.2 Information Warehouse STRATIX Audit Information Info transmitted by specific extraction functions Sales Analysis Transaction Sales Order Lost Quote/Orders Warehouse Activity Product Item Inventory Transaction Sales Journal ... Sales Analysis Summary Sales Analysis History Audit Information ... Enterprise Parameter Information Flow The following diagram illustrates the flow of STRATIX Enterprise Parameter information from the Operational Database to the Information Warehouse. STRATIX Operational Database Information Warehouse Enterprise Parameters Order Processing Purchasing Inventory Standard Product ... Information Warehousing – 9.2 Licensed Material, February 25, 2013 Enterprise Parameters Info transmitted info by a generic utility Order Processing Purchasing Inventory Standard Product ... Invera The Metal Information Technology Company Page 3 STRATIX 1.3 General Features Selected STRATIX transaction information is periodically transmitted, summarized and archived in the Information Warehouse. This reduces the information load on the Operational Database. Transmitted information is converted into historical information in the Information Warehouse for analysis purposes to assist in management decision making. Processing of historical information in the Information Warehouse reduces daily operating workload in the Operational Database to avoid undesired interruptions of daily operations. Enterprise Parameters in the Information Warehouse are updated seamlessly to mirror the existing Enterprise Parameters defined in the Operational Database. New database tables can be implemented in the Information Warehouse as needed to better serve report/inquiry development and performance without impacting the daily operational functions. 1.4 Requirements The following information must be set up prior to using applications in the Information Warehouse: Environment Enterprise Parameters 1.4.1 Environment A separate database must be set up in advance and defined as the Information Warehouse to contain the information for the related applications. For information on setting up the Information Warehouse, please consult your System Administrator. 1.4.2 Enterprise Parameters The Information Warehouse Enterprise Parameter update utility synchronizes the Information Warehouse Enterprise Parameters based on the activities logged in an Enterprise Parameter Propagation table in the Operational Database. Information Warehousing – 9.2 Licensed Material, February 25, 2013 Invera The Metal Information Technology Company Page 4 STRATIX The Enterprise Parameter Propagation table centrally records all Enterprise Parameter information maintenance activity in the Operational Database within a specific time period. The information maintenance activities include the following: Addition of new Enterprise Parameters Updating of existing Enterprise Parameters Deletion of existing Enterprise Parameters The update utility then replicates the activities in the Information Warehouse to mirror the image of the Enterprise Parameters defined in the Operational Database. For details about the Information Warehouse Enterprise Parameter update function, please refer to the Information Warehouse Enterprise Parameter Update document. 1.5 Information Warehouse Applications The following STRATIX applications are designed to operate in the Information Warehouse: Sales Analysis Inventory Planning The underlying information for these applications originates in the Operational Database. 1.5.1 Sales Analysis The Sales Analysis application provides a comprehensive set of data storage along with reports and inquiry functions operating under the Information Warehouse. The forecast and actual sales data are stored within the Information Warehouse for separating the sales analysis and reporting functions from transaction functions. The Information Warehouse contains a set of summarized sales information created from the Operational Database to provide multiple views to the sales figures and to improve performance of reports and inquiries. Information Warehousing – 9.2 Licensed Material, February 25, 2013 Invera The Metal Information Technology Company Page 5 STRATIX For further details about the Sales Analysis application, please refer to the Sales Analysis Executive Overview document. 1.5.2 Inventory Planning The Inventory Planning application is a comprehensive inventory replenishment tool used to identify short-term replenishment needs and to forecast future inventory levels. The planning data is obtained from the following information sources in the Operational Database: Historical Shipment information On-Hand Inventory Position Open Purchase and Transfer Orders This information is then extracted to a set of Audit Information stored in the Information Warehouse. The historical data along with seasonal or current demand overrides is used to project demand into the future to determine the quantity and timing of purchase decisions. The application focuses on the purchasing decisions required to replenish warehouse inventory efficiently from mill suppliers but it also accommodates warehouse replenishment via stock transfers and product replenishment via stock production orders. For details about the Inventory Planning application, please refer to the Inventory Planning Executive Overview document. Information Warehousing – 9.2 Licensed Material, February 25, 2013 Invera The Metal Information Technology Company