IT Strategies and Roadmaps Document

by Posted in 1. IT Service Mgt (服務管理), 1.1 IT Strategic and Service (策略及服務)

1.        Introduction

Strategies and roadmaps direct involved people towards their longer-term goals and business objectives. The purpose of this IT Strategy and Roadmap document is to achieve just this; to ensure that members of the IT organization head towards clearly defined business goals, through shared vision and approach. A necessary common vision (or rather the lack of it) has been highlighted in several feedback sessions and team meetings. The importance of this document for the IT organization should therefore not underestimated. Chapter two and three specify the scope and owner of this document, respectively. Chapter four elaborates the strategic direction currently applicable to our organization, in which compliance with PD directives is emphasized. Chapter five explains the current application portfolio and highlights changes and trends. Chapter six and seven elaborate automation, information, and project plans. Chapter eight provides an overview of our IT organization. Chapter nine shows our current resource situation with special emphasis on the resource constraints. Chapter ten highlights the plan of training and “upgrading” current employees in order to achieve our business objectives. Chapter eleven, lastly, provides an overview of operational policies and guidelines for our IT organization.  Read More

Blueprint Document for implementation of SAP Project

by Posted in 3. IT Application (應用軟件), 3.1 ERP System (資源管理) Tagged

1      Management summary

The purpose of the business blueprint document is to present the results, findings and conclusions of the blueprint finalization phase of the SAP project. This document consists of:

  • The business process requirements of Company within the scope of SAP;
  • The specification for the SAP system to support these target business processes;
  • The detailed work-plan to design the SAP system and business processes.

SAP poject phase overview:

Setup and Scoping –> Blueprint  –> Core System –> Core System –> Implementation
Scoping                        finalization      realization           construction Read More

Information Security Plan

by Posted in 2. IT Security (資訊保安), 2.1 IT Security Requirement (保安要求) Tagged

1           Introduction

1.1             General

To realize the business strategy plan of Company, ICT will play, as enabler, an important role. As described hereafter ICT will contribute in the primary, secondary and managed operations processes by enabling global connectivity, integration of business systems and standardization of business processes. The changing business processes will have consequences for the ICT environment. The ICT programdescribes the steps, which are needed to support the business processes as they are being developed in the years to come. In this information plan an overview is given of the expected business processes and the required information architecture in a global environment. It is obvious that changes in the business strategy of Company will have to be reflected in this information plan. Read More

ERP Operation Policy for IT

by Posted in 3. IT Application (應用軟件), 3.1 ERP System (資源管理)

Objective :

ERP is a multi-function and highly integrated application that supports most of the critical operations within the company.  In using such an ERP application, while we can depend on some of the built-in checks and balances embedded in the system, the most important business control and appropriate use of the system lies in the working habit and disciplines of people who use it. This Policy is devised to help ensure such work disciplines are in place among all users as well as all IT staff. Read More

Disaster Recovery Plan for MFG/PRO ERP System

by Posted in 2. IT Security (資訊保安), 2.2 IT Security Operation (保安操作), 3. IT Application (應用軟件), 3.1 ERP System (資源管理) Tagged ,

1.        Definition

In this document context, ‘MFGPRO ERP System Disaster’ refers to the situation where the total system is unavailable to the users either due to hardware, network, or software problems and recovery is estimated to take more than 48 hours

‘MFGPRO Disaster Recovery’ is to offer a temporary measure/workaround solution to the organization to enable partial delivery of the processing service. Read More

General Requirement of using Computer workstation

by Posted in 2. IT Security (資訊保安), 2.1 IT Security Requirement (保安要求)

1.         Background and Definitions

Under the Occupational Safety and Health (Display Screen Equipment DSE) Regulation (Cap.509B) in Hong Kong, as an employer and person responsible for workplace, the company has a duty to ensure that a safe, healthy Workstation is made available to Users. The following definitions are assigned to the capitalised terms in this summary. Read More

IT Infrastructure Capacity Planning & Performance Reporting

by Posted in 1. IT Service Mgt (服務管理), 1.2 IT Operation (運作管理)

1) Objectives

This document is to describe the process used for the capacity planning and performance reporting of the IT Infrastructure currently under the control and management of the local Site IT. Those equipment owned and/or managed by IT will be excluded from the scope of this document. This document will be updated and maintained by IT department as required. Read More

Hyperion Restore Procedure

by Posted in 3. IT Application (應用軟件), 3.2 BI System (資料分析) Tagged

1)     Objectives

This document is to describe the methodology employed and process involved in the recovery of the Hyperion system currently operated in the company.This document will be updated and maintained by IT department, and posted in the Hyperion Planning Implementation Database for access by project members as well as the end-users.

2)     Applicability

This applies to the following server components of the Hyperion applications.

o   Application and Web Server (Application)

o   Reports Server  (Application)

o   Essbase Server  (Transaction Data)

o   Oracle Server (Application Configuration/Reports Definition Data)

These servers are located in the computer room controlled and managed by IT Department.

3)     Responsibility

IT department is responsible for the managed operation of the application, which involves systems installation, systems upgrade, backup, recovery, and technical infrastructure support while the systems owner is responsible for the maintenance of the models/reports built on the application.

Primary Support              Secondary Support

IT    Department:            ….

Application Owner:        ….

4)     Processes

4.1)  Normal Recovery

This refers to the situation where a server is corrupted due to hard disk failure and requires re-built, or alternatively, the database is corrupted and requires recovery. Advanced approval is required from the site IT Manager prior to the recovery is executed.

4.1.1 Application & Web Server (Hy-web) & Reports Server (Hy-rpt)

  1. Get the hardware ready for restore.
  2. Identify and restore the latest system backup/Ghost image of Hy-web & Hy-rpt’s C: Drive.
  3. Open the latest daily Hy-web & Hy-rpt’s ArcServe backup and restore all directories & files (i.e. Overwrite all existing directories and files).
  4. Logon to the Planning, Analyzer, and Reports on Web to test out the access and the data availability.

Essbase (Hy-Ess)

The following is for a complete rebuilt when the hard disk is totally damaged. Should only the database restore is required; the last step is needed to be executed.

  1. Get the hardware ready for restore
  2. Re-install Sun Solaris 8
  3. Re-create a user called “essbase” with home directory set to /essbase
  4. Restore root’s profile
  5. Restore the crontab file: /var/spool/cron/crontabs/root.
  6. Restore the latest daily backup (please refer to the procedures posted under “Essbase Data Restoration” in the Hyperion Planning Implementation Database). Logon to Essbase to do a sample checking of the reports in order to verify data is restored properly.

Oracle

If a complete rebuilt of the Hyperion instance is required, go to step e directly.

  1. Get the hardware ready for restore
  2. Install Oracle 8.1.6. rc2 Enterprise Server
  3. Create an instance called “hysi”
  4. Locate the latest daily Oracle backup.
  5. Run the command in DOS prompt: IMP system/manager FULL=Y IGNORE=Y FILE=<exported file> where currently, the name of the export file is called “daily_hysl_fullexp.dmp”.
  6. Logon to the Planning and do a sample checking for dimension, scenarios.
  7. Logon to Analyzer and Reports to retrieve one of the reports to see whether the data is displayed properly.

4.2)  Disaster Recovery

Disaster recovery refers to a situation where all of the server hardware is completely lost or damaged. Changeover to a temporary application infrastructure is required in order to provide minimal survival services to the user community. It is intended not to cover the entire user community, but 50% only. The fall back period is estimated to be 4-8 weeks prior to the new production hardware is acquired and set-up.

4.2.1        Backup Application Infrastructure

During the fall back period, it is planned to use a single Intel PC as a temporary machine with all products/system components installed which includes web/application, Analyzer, Report, Essbase, and Oracle. The machine should satisfy the following minimum configuration in order not to have significant performance degrade.

–          CPU of at least 2GHz,

–          At least 4G RAM,

–          At least a 100G hard disk

–          10/100M Ethernet Connection

This machine will be located in the IT area at the another Office, and it is controlled, and reserved by IT for such purpose.

4.2.2.       Recovery SLA

Tasks Estimated Time
Backup Equipment available 2 hours
Server recovery 2 days
Re-connect users PC to the backup infrastructure 1 day *
Access & Data Testing 1 day *

* Concurrent event

4.2.3        Server Recovery

Procedures to recover servers as follow

  1. Install Windows 2000 sp3 in an Intel based machine.
  2. Install Hyperion Analyzer Server, JRUN 4.0, Hyperion Planner, JRE 1.3, and Hyperion Report client in the machine used in Step 1.
  3. Install Essbase Server, create the MDS database, restore the outline files from the backup tape, and then perform full load of the Mds Application to the MDS database in the machine used in Step 1.
  4. Install Oracle 8.1.6 rc2 Enterprise Server, create a new Oracle instance called HYSL in Step 1, and then perform full import using the daily backup dump files stored in backup tape.

4.2.4        Network Connection

  1. Configure the new machine in Step 1 so that both Hyperion Analyzer, and Hyperion Planner are pointing to the Essbase database & Oracle database created in step 3 & 4.

4.2.5        Client Recovery

  1. Reinstall all the necessary thick client in each user’s PC (For those user that use thin client to access Hyperion, there is no need to perform reinstallation.

4.2.6       People Organization

During the Disaster Recovery, a project team is set-up comprising of the Application owner, site IT Manager, and the IT support staff. The Application Owner will assume the lead for this process and will co-ordinate and communicate with the user community for any systems arrangement while IT will be responsible to make sure the backup infrastructure is established, data is restored and system connection is normal.

4.2.7        Rehearsal Run

A yearly rehearsal run should be executed to ensure the above stated process is working properly. The results of the rehearsal will be documented and filed for reference.