Enterprise Resource Planning (ERP)

ERP Backup, Archiving and Data Retention Policies Training Course

Introduction

In today’s data-driven business landscape, enterprises rely heavily on ERP systems like SAP, Oracle, and Microsoft Dynamics to streamline operations and ensure compliance. However, without a robust data backup, archiving, and retention policy, organizations risk data loss, legal penalties, and operational downtime. ERP Backup, Archiving and Data Retention Policies Training Course empowers IT professionals, system administrators, and compliance officers with the knowledge to design, implement, and monitor secure, compliant, and automated ERP data lifecycle strategies aligned with GDPR, ISO 27001, and SOX standards.

Through a mix of hands-on labs, real-world case studies, and policy design workshops, participants will master the best practices for data integrity, disaster recovery, cloud archiving, and regulatory retention compliance. This course equips participants to reduce system load, enhance ERP performance, and ensure data availability, security, and governance across hybrid or multi-cloud infrastructures.

Programme Curriculum

ERP Backup, Archiving and Data Retention Policies Training Course

Introduction

Course Duration

5 days

Course Objectives

Understand ERP data lifecycle management (DLM) fundamentals.
Design data backup and recovery strategies for SAP, Oracle, and Dynamics 365.
Implement automated data archiving frameworks for performance optimization.
Develop compliant data retention schedules aligned with GDPR, HIPAA, and SOX.
Apply cloud-based backup and archiving solutions (Azure, AWS, GCP).
Optimize storage utilization through data tiering and compression.
Build disaster recovery (DR) and business continuity plans (BCP).
Enforce data access controls and information security policies.
Monitor backup success rates using AI-driven analytics dashboards.
Execute data restoration testing for risk management and auditing.
Integrate ERP data governance with enterprise compliance tools.
Apply real-world case studies for scalable ERP archiving.
Develop a comprehensive data policy document for organizational adoption.

Target Audience

ERP System Administrators
IT Infrastructure Managers
Database Administrators
Data Protection & Compliance Officers
Business Continuity & Disaster Recovery Specialists
Cloud Solution Architects
Internal Auditors & Risk Managers
IT Consultants & Implementation Partners

Course Modules

Module 1: ERP Data Lifecycle & Compliance Framework

Overview of ERP data architecture
Legal & regulatory retention requirements
GDPR, HIPAA, and SOX compliance mapping
Identifying data categories for backup/archiving
Case Study: SAP S/4HANA retention compliance audit

Module 2: Backup Strategy Design & Implementation

On-premise and cloud-based backup models
Full, differential, and incremental backup methods
Encryption and compression best practices
Scheduling and automation techniques
Case Study: Oracle ERP cloud backup optimization

Module 3: Archiving Techniques & Storage Optimization

Data aging and tiering concepts
Cold and hot storage strategies
Archiving in hybrid ERP environments
Performance tuning for large data volumes
Case Study: Microsoft Dynamics 365 data archive cleanup

Module 4: Data Retention Policy Development

Creating retention schedules by data type
Policy documentation and approval workflows
Retention and deletion conflicts
Legal hold and e-discovery processes
Case Study: Financial data retention under SOX compliance

Module 5: Disaster Recovery & Business Continuity Planning

Recovery time (RTO) and point objectives (RPO)
Redundancy and replication strategies
Testing and validation of DR plans
Integrating DR with cloud infrastructure
Case Study: ERP failover scenario in a multinational corporation

Module 6: Data Security & Access Management

Role-based access control (RBAC) in ERP
Encryption standards
Secure transmission & backup validation
Monitoring unauthorized data access
Case Study: Security breach prevention in SAP HANA backups

Module 7: Automation, Monitoring & Reporting

AI-based backup performance analytics
Automation tools and scripts for ERP data management
Real-time alerting and monitoring dashboards
Generating audit-ready compliance reports
Case Study: Automated backup alert system in AWS ERP environment

Module 8: Policy Implementation & Continuous Improvement

Rolling out enterprise-wide policy adoption
Employee training and policy awareness
Auditing and continuous improvement cycles
Integration with ITSM frameworks
Case Study: Continuous improvement of ERP data governance

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

Interactive lectures and presentations.
Group discussions and brainstorming sessions.
Hands-on exercises using real-world datasets.
Role-playing and scenario-based simulations.
Analysis of case studies to bridge theory and practice.
Peer-to-peer learning and networking.
Expert-led Q&A sessions.
Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@fineskilltrainingcenter.org or call +254769199797

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to Fineskill Training Center account, as indicated in the invoice so as to enable us prepare better for you.

Programme Fee

Duration: 5 Days

Method: Online or Physical

Online Price: $1,000

Physical Price: $1,500

Certification: Accredited Certificate

View Available Dates 📄 Download Course Outline (PDF)

Available Sessions

Location

Month

Year

Oct 19 2026

19 Oct — 23 Oct 2026

💻 Online / Virtual session

Online $1,000