Professional Documents
Culture Documents
delivering on metadata
Marc Haber
Course Instructor
Objectives
• Enablement
• Learn how to benefit from the Metadata Workbench,
specifically its ability to deliver Lineage and Analysis in
addition to a holistic view of the Information Assets
• Understanding
• Comprehend the metadata offerings of Metadata Workbench
and Business Glossary, and their unique value to the
Information Server platform.
• Proficiency
• Demonstrate our metadata capabilities, and perform
standard user and administrative actions in each tool.
Agenda
• Day 1
• Course Introduction
• Introduction to IBM Information Server
• Metadata Workbench Demonstration
• Getting Started
• Import of Database Tables as shared metadata
• Import of Files as shared metadata
• Import of BI Reports
• Standard Practice for ETL Development
Agenda
• Day 2
• Metadata Workbench Administration
• Automated Services
• Manual Services
• Database Alias Binding
Continue
Agenda
• Day 3
• Metadata Workbench User Excercises
• Metadata Workbench
• Logging and Error Information
• Installation Considerations
• System Requirements
• Business Glossary Introduction
• Business Glossary Administration
• Identifying, Import and Create Sources of a Glossary
• Managing and Extending a Glossary
• Business Glossary Usability
• Glossary Browser and Glossary Anywhere
• Metadata Workbench 8.1.1 Preview
• Summary and Conclusions Continue
• CPU -
• The calculation is one core for every 5 concurrent users
• RAM -
• Requires 150 MB of RAM plus 100 MB for each concurrent user.
Information Server
• Installation
• Common Suite Installer
• Metadata Workbench requires separate Licence Key
• Business Glossary requires separate Licence Key
• Common Repository
• All Information Assets are shared across suite components
• Edits and Additions are immediately available for Analysis and
Reporting
• Common Services
• Security and User Administration
• Logging and System Administration
Information Server
• Suite Components
DataStage and
Business Glossary Information Analyzer FastTrack QualityStage
With a trademark
Stored in
So what exactly is Metadata? label
a can
Made by
Since
Type of
food
With a
special
ingredient
With
many
varieties
B • Business Metadata
• Business rules, Stewardship, Business Definitions, Auditing Terminology,
Glossaries, Algorithms and Lineage using business language. Audience:
Business users.
T • Technical Metadata
• Defines Source and Target systems, their Table and Fields structures and
attributes, Documentation for Auditing Derivations and Dependencies.
Audience: Specific Tool Users – BI, ETL, Profiling, Modeling.
O • Operational Metadata
• Information about application runs: their frequency, record counts,
component by component analysis and other statistics for auditing purposes.
Audience: Operations, Management and Business Users.
• Who is using it ?
• Why do we need it ?
IBM Information Server and its unified metadata enables these tasks!
IBM Confidential © 2009 IBM Corporation
Information Management Software
• Promote collaboration
• Mitigate risk
Unified Deployment
Active, centrally managed repository Define relationships, control Share and deliver relevant information
with secure access via services layer extensibility, and link 3rd party metadata across the organization
Category Customer – Someone who has purchased product within the last 12 months
Active, centrally managed repository Define relationships, control Share and deliver relevant information
with secure access via services layer extensibility, and link 3rd party metadata across the organization
Includes Host Server, Database Type, Database Schemas, Table Name, Column
Names, Data Types which are described in technical detail
Schema Bank_Customer_Schema
Active, centrally managed repository Define relationships, control Share and deliver relevant information
with secure access via services layer extensibility, and link 3rd party metadata across the organization
Includes Job Name, Job Execution Times, Number of Rows Processed, Error or
Success Status, Time Started, Time Completed which are described in sequence
Active, centrally managed repository Define relationships, control Share and deliver relevant information
with secure access via services layer extensibility, and link 3rd party metadata across the organization
BI Reports
Database Schema’s and Host Servers DataStage Jobs and Operational Metadata BI Reports
• Import metadata about Database Tables and Files that are used in
Job Design and Production
• Import metadata about BI Reports used to publish information
• Publish shared metadata as necessary
• Generate and import operational metadata from job runs
• Invoke Metadata Workbench administrative services
Did you know? Design metadata for DataStage and QualityStage jobs is automatically stored in the
metadata repository as well as metadata from all other suite tools.
Metadata Server
(Common Model)
Metadata Server
(Common Model)
DataStage Job
DataStage Data Collection
DataStage Table Definition
Classifying Business Glossary Terms
Metadata Server
(Common Model)
Generate OMD
Configure OMD
Import OMD
View OMD
•ERWin Model
Business Objects Report Definition
DataSource Identity
Metadata Server
Loading of external 3rd Party Tools will create an
(Common Model)
independent copy of the Database / Schema / Table
objects. As a user, you would like to connect this
copy to pre-existing Table Definitions created in
DataStage.
Metadata Server
(Common Model)
Business
Process Job Summary Job
Meaning
BI Report
Metadata Server
(Common Model)
• Tool Integration & metadata collaboration saves time and money, and
improves Quality of results.
• An organization’s ability to Govern Data is significantly improved.
• A organization is better able to Manage Change, more Agile.
• A Shared, Common, Vocabulary saves time and effort, helps development,
and makes data more accessible & more understandable.
Metadata
WebSphere
Workbench
DataStage &
QualityStage Metadata Services
Import/Export
Enterprise Information
WebSphere Information Server
components generate design Assets,
Federation Server
time and runtime metadata, e.g. Business Reports
automatically storing it in the
Metadata Server
The homepage offers direct access to Discover key Information Assets, Find any Information
Asset or execute Queries.
Whats New:
Information can be matched in any of six ways
Information can be searched by Name or also Description
Information can be restricted by adding Context (the Parent)
Find – Results
Whats New:
Save Results in Data or Report Format (CSV Files)
Jump to a particular item using Type-Ahead
Information is listed including its Short Description
Whats New:
Enhanced Selection
Enhanced and more advanced Criteria Selection
Save, Import, Export and Edit Queries
Publish Queries and share them with all Workbench Users
Query – Results
Whats New:
Save Results in Data or Report Format (CSV Files)
Jump to a particular item using Type-Ahead
Information is listed in Tabular Format
Related Information Assets may be clicked to open their Display Page
Select any Information Asset Type, and display a list of all its content
Whats New:
Images are displayed automatically
Sections may be collapsed
Now includes Project and Folder data
Now includes advanced Job Run data
Display of BI Reports
Whats New:
Automatic reconciliation with OLAP
Enhanced Display of data
Automated Services
Whats New:
Singular action for all analysis services
Ability to include or exclude Projects
Ability to schedule Analysis Services
Ability to map Database Aliases to sources
Enhanced and extended support for Stages
Graph View
What Objects does this User Own
Other Enhancements
Right Click
Right-click any link, and the Workbench
presents an action menu specific to the
Information Asset Type selected.
Other Enhancements
Context
Enhanced display of the context, parentage,
of Information Assets, including the ability to
click on the items to open their Display page.
Other Enhancements
Assign Term
Classify Information Assets to a Business
Glossary Term directly from the Workbench.
From the Right-Click or Right-Navigation task
menu, select the action.
1. To view graphical reports and to display assets in the graph view, you
must download and install Adobe SVG Viewer from
http://www.adobe.com/svg/viewer/install/
2. Supported web browsers are IE 6 & 7, and Mozilla Firefox 2
3. You must have the role of Metadata Workbench Admin or User.
4. Enable java script in the browsers
5. Enable cookies for the site
6. Screen resolution set to 1024 by 768 or greater.
Benefit
Tasks
Tasks
Automated Services
•FastTrack
•Business Glossary Operational
•Database and File Data
•User Authorization
•DataStage Jobs Central
Metadata
•Operational Data
Reporting
Operational
Metadata Workbench
Business Glossary
• CPU -
• The calculation is one core for every 5 concurrent users
• RAM -
• Requires 150 MB of RAM plus 100 MB for each concurrent user.
Benefits
• No manual interface coding required for 3rd party
metadata visibility
• Visibility of data modeling to ETL to report layer
minimizes risks of overlooking critical dependencies
• Leverage common metadata exchange environment
for application development consistency
BI Reports
Physical Schemas
BI Reports
Physical Schemas
CA ERwin
Select the
bridge type
for import
Set
parameters
for import
including
location of
file
Import status
screen
Select
objects for
import
Select objects
for import
(continuation)
Logon
information
for
Information
Server to
complete
import
Final status
of import
Business Reports are imported from 3rd Party Reporting Tools, as Business Objects
The Import Manager allows for import of various 3 rd Party BI Vendor Applications
Reports contain Report Fields. Report Fields are bound to Database Fields.
Browsing a BI Report Field will display the Database Field to which it is bound.
Flow of information may be Analyzed at an Operational Level
Import Manager needs to be installed where DataStage Client has been installed
Import Manager may require 3rd Party Client Application
Import Manager allows the Common Repository to include Models and Reports that do not
have native support within DataStage or Information Analyzer
Import of Business Intelligence Reports creates Report Definition, OLAP Model and Database
Steward
Features
Console
• Facilitate business & IT communications by
creating & managing a common business vocabulary
• Web based interface shared across enterprise
business teams
• Allows creation of stewards & assignment of their
responsibilities for terms & assets.
• Link business terms to information assets
Benefits
• Aligns the efforts of IT with the goals of the
business
• Provides business context to information
technology assets
Business
• Establishes responsibility and accountability in Interface
accordance with data governance policies
Import
Create
Assign
Customize
Populate
Access Manage
Browse
Instant find Relate
Advanced search Status
Reporting Enrich
Feedback