Altsystemabschaltung - ohne Datenverlust

More frequently companies decide on a system change of their user software to decrease their costs. This represents increased requirements with regard to data access by the finance authority. The discarded hard- and software must be made available during the legal data retention period for unrestricted data access (BMF, question- and answer catalogue, as of 6.3.2003, III.12) if legacy data cannot be evaluated by the new or updated system in terms of GDPdU regulations.

With regard to legacy system shut-down and the associated possibility to evaluate and store tax-relevant data in conformity with the law many companies have integrated Opti.List into their system landscape.

As a general rule within the framework of legacy system shut-down our procedure is as follows:

• Presentation of a Workshop
• Preparation of a concept on the basis of the workshop with the following contents:
  • System description
  • Investment plan
  • Project plan
  • Listing of data to be archived

• Opti.List System installation
• Opti.List System configuration
• Transfer of data to be archived to Opti.List
• data archiving procedure
• data archiving validation e.g. with
  • IDEA
  • InfoZoom

• Provision of quantitatively and qualitatively equivalent analysis options
• Preparation of output options according to Z3
• Generation of process documentation
• Training for administrators and key users
• Generation of project documentation
• Legacy system shut-down

For further information about the shutdown of legacy systems please visit our GDPdU-Wiki.