Luncheon Webinar Series May 11th, Stewardship Center for Information Governance Presented by Ernie Ostic Sponsored By:

Transcription

1 Luncheon Webinar Series May 11th, 2015 Stewardship Center for Information Governance Presented by Ernie Ostic Sponsored By:

2 Stewardship Center for Information Governance Questions and suggestions regarding presentation topics? - send to editor@dsxchange.com Downloading the presentation Replay will be available within one day watch for with details Pricing and configuration - send to editor@dsxchange.net Subject line : Pricing For those that stay through the entire presentation, we have a extra give away! Bonus Offer Free premium membership for your DataStage Management! Submit your management s address and we will offer him access on your behalf. Info@dsxchange.net subject line Managers special. Join us all at Linkedin 2

3 IBM InfoSphere Information Server Stewardship Center for Information Governance

4 Agenda Stewardship Center Review Information Governance Catalog Basic Event Notification Subscription Manager Sample IBM BPM Application for Governance Rule Approval

5 POLL QUESTION #1

6 Agenda Stewardship Center Review Information Governance Catalog Basic Event Notification Subscription Manager Sample IBM BPM Application for Governance

7 Stewardship Center takes advantage of IBM BPM Business Process Management is a discipline that leverages software and services to provide total visibility into your organization. Discover, document, automate, and continuously improve business processes to increase efficiency and reduce costs. Onboarding Registration Party updates Enterprise Processes Services Information Server Services Customer Patient Vendor Product Account IBM BPM & Decisions Sales Marketing Delivery Information Governance and Data Quality Stewardship BPM Standard Information Server and IBM Business Process Management come together to help you manage your Governance and Data Quality processes: Information Server delivers real time data exceptions and events to be governed using a repeatable business process BPM provides orchestration of the steps required to improve data quality and increase common understanding

8 InfoSphere Stewardship Center Architecture Information Governance Dashboard Source Systems Information Analyzer DataStage/QualityStage Exception Stage Common Event Framework Event Management Data Quality Exception Console API (Information Analyzer, DataStage/QualityStage Exceptions Stage) Information Governance Catalog MDM Inbox Workflows Workflows Monitoring Collaboration InfoSphere Stewardship Center

9 POLL QUESTION #2

10 POLL QUESTION #3

11 Agenda Stewardship Center Review Information Governance Catalog Basic Event Notification Subscription Manager Sample IBM BPM Application for Governance Rule Approval

12 Basic Event Notification Self-subscribed, user defined notifications! Allows users to establish their own alerts based on their needs and priorities. "As a member of the risk assessment team, I am very concerned about the Business Term Exposure at Default and want to be made aware of any change to that definition!" Promotes enterprise awareness of governance activities! IBM Corporation

13 Basic Event Notification (continued) Generates notifications when selected "Events" occur within Information Governance Catalog A new Glossary Category is approved An Extension Mapping Document is created Database Table is updated...etc. Powerful filtering by Event Type by specific "action" (CREATE, MODIFY, SEND_FOR_APPROVAL, etc.) by specific RID (unique identifier for any asset in the repository) No Business Process Management Required! IBM Corporation

14 The Subscription Manager Browser interface for creating and reviewing your Subscriptions Subscription management is a "per user" activity Usage tip: Click on any header to re-sort the list of Subscriptions Special icons identify Notification types and filters Various display options IBM Corporation

15 Creating new Subscriptions for Basic Notification Subscription Name. Be descriptive! Pull-down list for Event Type selection (demo tip...the list is not sorted by Event Type Name) Choose " " for Basic Notification Who is this Notification going to? YOU!...logged in as Administrator IIS (isadmin) Generate events ONLY for specific RIDs or actions cc: other Info Server users (with valid addresses) IBM Corporation

16 Who are the Participants? Who are the participants for Basic Event Notification? From: To: The "Subscriber" who logs" into the Subscription Manager and creates their Subscription notification when a Subscription is "fired"... Centrally defined address within Information Server via iisadmin Command Valid addresses as known for these users ( at the Information Server (Admin Console) cc: As specified by the Subscriber within their Subscription IBM Corporation

17 POLL QUESTION #4

18 Agenda Stewardship Center Overview Information Governance Catalog Basic Event Notification Subscription Manager Sample IBM BPM Application for Governance Rule Approval

19 Sample BPM for Governance Rule Approval Notification and assisted workflow for Information Governance Rules Aligns Information Governance team members and encourages their interaction Enforces deadlines and keeps governance initiatives on-track! Illustrates the full power of IBM Business Process Management for custom, site-specific workflow interfaces! IBM Corporation

20 Governance Rule Approval Workflow Overview After completing the edits to an Information Governance Rule inside of the Information Governance Catalog, an "author" starts workflow by clicking "Send for Approval"...this action starts a business process... RuleApprovers Start is rule approved? Yes System No End

21 Governance Rule Approval Workflow Overview Retrieve Rule details Rule Approvers and Stewards??? Rule Approver logs into the Stewardship Center to review the Rule... RuleApprovers Start Retrieve asset details via IGC REST API; parse the response Look for Stewards... is rule approved? Yes System No End

22 Governance Rule Approval Workflow Overview RuleApprover chooses to Return the Rule to Draft RuleApprovers REST API is invoked to return the rule to draft in IGC Start is rule approved? Yes System No End

23 Governance Rule Approval Workflow Overview RuleApprover chooses to approve the Rule!!! RulePublishers and "publishes" Stewardsthe rule! RuleApprovers REST API is invoked to formally "Approve" the Rule in IGC Start System is rule approved? No Yes Prepare for RulePublishers and Stewards Send End

24 Agenda Stewardship Center Overview Information Governance Catalog Basic Event Notification Subscription Manager Sample IBM BPM Application for Governance Rule Approval Demonstration...

25 POLL QUESTION #5

26 Upcoming Webinars at DSXchange Stewardship Center for Data Quality Remediation In this last session, Robert will take a closer look at how the InfoSphere Stewardship Center enables detailed workflow for Data Quality Remediation. This includes exceptions from Information Analyzer Data Rules and DataStage/QualityStage Exceptions. He will briefly review "Events" and how they are managed and used, and then illustrate how formal business processes are invoked to control the remediation ('fixing') of exceptions, and the approval steps in the sample application. Register for our third session at Noon on May 18th

27 Thank You

28 Appendix

29 Agenda Stewardship Center Overview Information Governance Catalog Basic Event Notification Subscription Manager Sample IBM BPM Application for Governance Rule Approval Screen shots follow that review the demonstration... Also, here is a recorded demo on Youtube:

30 Governance Rule Approval Actual "Flow" Information Goverance Catalog Author finishes creating or editing a Rule and clicks "Send For Approval" Members of the RuleApproversGroup receive an notifying them of this important event IBM Corporation

31 Governance Rule Approval Actual "Flow" (continued) A member of the RuleApproverGroup (let's call them the "Approver") logs into the Stewardship Center (using the url in their ) to review their tasks Approver clicks directly on the task and then "claims" it (a pop-up appears) to look at its detail IBM Corporation

32 Governance Rule Approval Actual "Flow" (continued) Detail page for the Task with primary action buttons for "Approve" or "Return to Draft" This temporary notification pop-up window goes away after a short time. View asset details directly within IGC! Demo Tip! Be sure to populate all these properties for your own demos and POCs! IBM Corporation

33 Governance Rule Approval Actual "Flow" (continued) Approver can now optionally choose to perform further activities Inspect the details of the Rule within the Information Governance Catalog IBM Corporation

34 Approver can perform further activities Review of task progress, or the diagram for the overall process and its current status Demo Tip: Click here on the right of the screen to view the Gantt/Diagram page Demo Tip! Click on the tabs to switch back and forth between the progress report and the process diagram Demo Tip! Click on a Task in the diagram to see its current owner and other information IBM Corporation

35 Approver can perform further activities (continued) Send the Task back to the "pool" for someone else on the team to claim Escalate the task if necessary Reassign to the Team (un-claim the Task) Collaborate with Others! IBM Corporation

36 Approver can perform further activities (continued) Review the current "Stream" of Tasks for this Process IBM Corporation

37 Approver can perform further activities (continued) Identify more experienced members of the governance team for possible assistance! IBM Corporation

38 Governance Rule Approval Actual "Flow" (continued) Approver decides that proposed changes or additions are acceptable and clicks "Approve" Members of the RulePublishersGroup receive an notifying them of this important event! IBM Corporation

39 Governance Rule Approval Actual "Flow" (continued) Publisher logs into Information Governance Catalog (using the url in their message) and formally publishes the Rule IBM Corporation

40 Thank You

41 Upcoming Webinars at DSXchange Stewardship Center for Data Quality Remediation In this last session, Robert will take a closer look at how the InfoSphere Stewardship Center enables detailed workflow for Data Quality Remediation. This includes exceptions from Information Analyzer Data Rules and DataStage/QualityStage Exceptions. He will briefly review "Events" and how they are managed and used, and then illustrate how formal business processes are invoked to control the remediation ('fixing') of exceptions, and the approval steps in the sample application. Register for our third session at Noon on May 18th