Clarify Data Management & Optimization

Rusty Coleman – VP Sales & MarketingGary Sherman - CTO

Dovetail Background

• Founded in 1995 as First Choice Software to provide value-add software & services to the Clarify market for data management, application customization, and other complementary solutions.

• Expanded offerings in 2001 introducing CRM for Clarify (thin-client agent application that runs on a Clarify database).

• Changed name in 2006 to Dovetail Software and released search, archive management, and mobility solutions for the Clarify market.

• Introduced CRM for service and support in 2008 to the broader CRM market.

Webinar Objective

Develop a Clarify data management strategy that incorporates archival software to provide a more efficient way to:

• Manage database growth• Ensure data integrity• Maintain system performance• Ensure quick access to archived data

Clarify Data Management Challenges

Data Growth Over Time• Performance impact• Increased maintenance & administration demands• Costs associated with increasing online disk storage• Complexity of upgrades• Risk of downtime due to backups & recovery

Changing Data Requirements• Longer retention periods for compliance• Increased security • Protection of data authenticity

Clarify Data Management Alternatives

Disk Storage Expansion• Short-term benefits• Long-Term implications

Tuning & Optimization• Sometimes necessary as applications change• Diminishing returns as database size increases

Purge & Recovery• Simple way to “remove” data and reduce database size• Creates risk if frequent data recovery is required

Archiving• Most efficient and cost-effective way to move selected data

offline• Can be difficult to retrieve data quickly if needed

Clarify Data Management Solution

Data Archive, Search, & Retrieval

Selected data components can be; Archived more frequently Located through fast search process Restored for online access if required

Production storage costs can be managed

System performance impacts reduced

Data management costs controlled

Compliance with best practices

Clarify Data Archive Process

Production Database

Old Cases

DATA ACCESS

Clarify client accessing the production database, which contains old cases.

Production Database

Old Cases

ArchiveSoftware

DAT File of Old Cases

PURGE

Purge the old cases from the database into a DAT file.

Production Database

DAT File of Old Cases

ARCHIVED DATA VIEW

Viewer can query and view data from the DAT files.

One Case

Production Database

DAT File of Old Cases

ArchiveSoftware

ARCHIVED DATA VIEWER

Software is used to restore the archived cases.

Production Database

DAT File of Old Cases

ArchiveSoftware

Archive Database

Old Cases

ARCHIVE DATABASE

Import DAT file of old cases into an archive database.

Production Database Archive Database

Old Cases

Archived Case Viewer (Browser-Based)

Production Database

Archive Database

Old Cases

Archived Case Viewer (Browser-Based)

Can be integrated within the Clarify client.

Archived Case Viewer (Browser-Based)

Can be integrated easily with other web applications such as Amdocs or Salesforce.com.

Demonstration

Dovetail Archive Manager

Questions