Introduction to Glossary Business

Transcription

1 Introduction to Glossary Business

2 B T O Metadata Primer Business Metadata Business rules, Definitions, Terminology, Glossaries, Algorithms and Lineage using business language Audience: Business users Technical Metadata Defines Source and Target systems, their Table and Fields structures and attributes, Derivations and Dependencies Audience: Specific Tool Users BI, ETL, Profiling, Modeling Operational Metadata Information about application runs: their frequency, record counts, component by component analysis and other statistics Audience: Operations, Management Literally, data about data that describes your company s information from both a business and a technical perspective

3 Understanding the Value of Business Metadata The Language of the Business used to: Define authoritative meaning Increase understanding throughout the enterprise Establish responsibility, accountability, & traceability Represent business hierarchies Document business descriptions, examples, abbreviations and synonyms Find relevant information assets Encourage use, and reuse, of correct terminology Must be managed by those that understand the meaning & importance of the information assets to the business

4 InfoSphere Business Glossary Create and manage business vocabulary and relationships Simple search Features Facilitate business & IT communications via 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 Establishes responsibility and accountability in accordance with data governance policies Hierarchical view and navigation

5 InfoSphere Business Glossary Anywhere Access the right terminology from anywhere Features Light desktop client for quick search of the glossary without leaving the current application REST API web service for integrating glossary content in custom applications, web portals, mashups and workflow systems BG Anywhere for in-context text-scrape or search REST API for integration of glossary content anywhere Benefits The right information when you need it: Semantic Meaning Relevant Information Assets Stewardship Consumable interfaces encourage use, and reuse, of correct terminology throughout the enterprise Consistent semantic understanding accelerates projects and yields higher quality

6 Business Glossary Anywhere IDA Eclipse Integration with IBM InfoSphere Data Architect a Data Modelling Tool Align data modeling efforts with business objectives In-context access to full Business Glossary content Leverage business definitions in the data modeling environment Assign assets to business terms for enterprise Business-IT communication Synchronize Term/Model assignments between the IDA canvas and Information Server Drag & Drop terms onto canvas for creation of new elements or to create assignments Synchronize Term/Asset Assigned Relationships between the IDA canvas and the Information Server

7 Business Glossary Anywhere UML Eclipse Integration with IBM Rational Software Architect a UML Modelling Tool What is UML? Unified Modeling Language A standard modeling language used for constructing an architectural blue print for business processes, database schemas, etc. Ensure that IT Projects are driven by Business Objectives Example: Design a UML diagram for a business process model Receive Order Handle Payment Issue Invoice Ship Items Business Process Elements such as Order can be named and described based on the Glossary term and description The Business Process Model generated from this UML diagram will carry this information through the lifecycle of the project Glossary Explorer displays business term hierarchy Drag and Drop from the Glossary Explorer automatically creates a UML class for Order with the correct name and description Auto-suggest UML class names based on glossary terms

8 Business Lineage Where does this data come from? Where does it go to? Features Instant end-to-end business-friendly view: All upstream data sources where the data is coming from All downstream data sources where the data is going to Business names of data sources Data stewards and associated business terms Leverages the Metadata Workbench data analysis capabilities Accessible from Anywhere Benefits Builds trust in data Promotes effective data governance Instant dependency analysis to reduce risks of change The right information, in the right place, at the right time

9 Business Glossary: For Every Enterprise User Examples of users include: General Business Users Business Analysts Data Analysts BI and ETL Developers Data Stewards Subject Matter Experts Business Glossary Authors Business Glossary Administrators

10 Enhanced Collaboration & Alignment: Role-based Tools with Integrated Metadata Business Users Subject Matter Experts Architects Data Analysts Developers DBAs Unified Metadata Management Simplify Integration Increase trust and confidence in information Technical, Operational, Business Facilitate change management & reuse Increase compliance to standards

11 Streamline Business & IT Understanding Database = DB2 Schema = NAACCT Table = DLYTRANS Column = TAXVL data type = Decimal (14,2) Derivation: SUM(TRNTXAMT) Category: Costs Term: Tax Expense Full Name: Tax to be paid on Gross Income The expense due to taxes.. (John Walsh is responsible for updates. 90% reliable source) Status: CURRENT Achieve a common vocabulary between business & technical users Shared Information Server metadata repository InfoSphere DataStage InfoSphere Business Glossary

12 Create simple, custom attributes to extend the meaning of business Terms Include rich hyperlinks to access external websites or files Customize the Data

13 Collaborate and Share Feedback GL Organizational Unit STEWARD: Controllers Office FORMAT: X(7) DEFINITION: A seven digit number designating the organizational unit to which this account belongs. Annotate and Share Feedback Author Standard Definitions I ve noticed that the last two digits of the GL Organizational Unit, which indicate the subdepartment, are often blank.

14 Data Stewardship Who is responsible for this Term? Who is responsible for this Category? Who is responsible for this Asset? Assign Stewards to Terms, Categories or Assets View Contact Information for Steward

15 Extend Business Information Map Business Terms to Data Assets in Metadata Server and to External Assets Categorize Data Assets according to Business Logic Find and view relevant details of Data Assets View the Stewardship of Data Assets

16 Audit Term Changes over Time Automatically track changes to terms Authors add comments to describe why changes were made View historical values of term properties Track meaning over time

17 Business Glossary Anywhere with Cognos 1. Highlight Term Active and click to look up in Business Glossary

18 Business Glossary Anywhere with Cognos 2. Candidate Terms returned

19 Business Glossary Anywhere with Cognos 3. Select Term to view full details.

20 InfoSphere Business Glossary - Benefits Enables data governance Common language supports compliance regulations such as Basel II Represent and expose business relationships and lineage Track history of changes Accountability and responsibility Assign stewards as single point of contact Improved productivity Administrators can tailor the tool to the needs of their business users Access enterprise information you need when you need it Use and re-use information assets based on common semantic hub Increased collaboration Capture and share annotations between team members Greater understanding of the context of information More prevalent use and reuse of trusted information

21 All within a consistent integrated platform IBM InfoSphere Business Glossary For additional information contact us: Actiview Ltd. info@actiview.co.il or