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Effective Capture of Metadata Using
CA ERwin Data Modeler
Metadata –Data gets meaning.
Abstract

• In any data centric environment either Data warehouse or an OLTP data
  environment ,vital information anybody looks for is the purpose and content of the
  tables and columns. Its metadata of the data, provides more insight about the
  structure. In many organization, the lack of metadata has lead to redundant
  definition of table and columns , ignorance of real capability of your data centric
  system, inability to define standards and build the knowledge layer for the business.
  In the case of data warehouse its vital to capture the source and transformation
  rules along with dimensional model as it will help fixing incorrect mappings early in
  the life cycle, effective communication to ETL team and store the ETL rules close to
  the data model. Without metadata ,it will lead to individual's interpretation of data
  just like blind folded touching the elephant. In this webinar we will discuss about the
  various flexible features provided by CA ERwin Data Modeler for data warehouse
  and relational model.



    PAGE 2
Speaker Bio

• Sampath Kumar brings 11 years of experience in implementing
  small, medium and large scale data centric environments (both
  relational and data warehouse ) using CA ERwin Modeling suite of
  products. He is currently working for Infosys Technologies Limited
  as Technology Architect in their DW/BI practice group. Prior to that
  he was working with American Express Credit Cards as Sr System
  Analyst for their Worldwide Risk Information Management group.
  In all his experience he has worked extensively in various database
  products ,BI tools ,data modeling and related products offered by
  CA such as CA ERwin Data Modeler, CA ERwin Model Validator,CA
  ERwin Model Manager and CA ERwin Data Profiler.


  PAGE 3
Agenda

• Not going to focus on the known fundamentals and data jargons
• Effective capture of metadata in Data warehouse environment
  – Case study using Customer_Dim
• Other Flexible Options to capture metadata into data model
  – Using an example.




  PAGE 4
Effective capture of metadata in Data
warehouse environment
Case study using Customer_Dim
Problem Statement
 In any data warehouse development project, some of the major
  challenges include
• Effective capture of metadata information in data model such as
  data source ,transformation, enrichment and data synchronization
  rules etc.
• Keeping data model in synch with changing ETL rules and vice versa
  i.e. keeping ETL rules close to DW Data model (blueprint of your
  DW data)
• Early identification of incorrect ETL mappings in the complete
  lifecycle.



  PAGE 6
Problem Statement contd…

• Effective communication of captured metadata information by data
  modeler to other teams such as ETL




  PAGE 7
Background

3 Important pieces of information:
• Source of data
• Transformation rules-The method in which the data is getting
  extracted, transformed and loaded
• Frequency: The frequency and timing of data warehouse updates.




  PAGE 8
CA ERwin Features

CA ERwin Data Modeler supports the following salient features to
 capture the metadata information effectively.


• Data warehouse Sources Dialog


• Columns Editor


• Data Movement Rules Editor



  PAGE 9
Customer_Dim

  Snapshot                          Communication

       –   customer_SKID                 Email Address

       –   snapshot_Begin_Date           Phone

       –   snapshot_End_Date             Fax

       –   current_ind              Segmentation

 • Basic Information                     Shopping

       –   Customer name                 Behavior

       –   Customer Date of Birth
       –   Driving License
 • Address
       –   Mailing Address
       –   Physical Address




 PAGE 10
Capturing Data Source




 PAGE 11
Creating Customer_Dim




 PAGE 12
Make it Dimensional Model




 PAGE 13
Make it Dimensional Model…




 PAGE 14
Data Source Enabled…




 PAGE 15
Data warehouse Source Selector




 PAGE 16
Data warehouse Source




 PAGE 17
Data warehouse Sources

The “Import other” provides three options to import the table structure
• Flat File
• Database/Script
• Model Manager




   PAGE 18
Importing table from CA ERwin® Model Manager
                                                           Customer_Address
                                                            customer_id (FK)

                                                            mailing_address_line1
                                                            mailing_address_line2
                                                            mailing_city
                                                            mailing_state
                                                            mailing_county
                                                            mailing_country
                                                            physical_address_line1
                             Customer                       physical_address_line2
                                                            physical_county
                              customer_id
                                                            physical_city
                              customer_first_name           physical_state
      Opens Model Mart        customer_last_name            physical_country
                              dob
           Library            driving_license_nbr
                              driving_license_state


                                                          Behavioral_Segment
                                                           behavioral_segment_nbr

                                                           behavioral_segment_name
                           Customer_Segmentation
                            customer_id (FK)

                            behavioral_segment_nbr (FK)
                                                          Shopping_Segment
                            shopping_segment_nbr (FK)
                                                           shopping_segment_nbr

                                                           shopping_segment_name


 PAGE 19
Import source tables




 PAGE 20
Source Tables Populated




 PAGE 21
Data warehouse Source Selector.      Multiple
                                  sources can be
                                      added




                                      Transformation
                                       and business
                                        rules can be
 PAGE 22
                                        added here.
Source as Flat File




  PAGE 23
ETL Mapping Template-using Data Browser




 PAGE 24
Report Template Builder




 PAGE 25
Customize the Report




 PAGE 26
Generate the Metadata Report




 PAGE 27
ETL Mapping Sheet




 PAGE 28
Data Movement Rules




 PAGE 29
Documenting the rule




 PAGE 30
Attaching table to rule.




  PAGE 31
Export as Report




 PAGE 32
Other Flexible Options to capture
metadata into data model
Using simple example
Import from MS Excel
Using simple example
Metadata Capture from MS Excel

• When it would be useful
   – Import the definitions available already into data model
   – Import the definitions from business stakeholders for key columns to avoid wrong
     interpretation.


• Step 1: Store the model locally in the hard disk


• Step 2: Use the excel sheet “Import Definitions” or VBA macro provided by CA .


• Step 3 :Import the metadata into the model by running VBA code.




   PAGE 35
Person Table




 PAGE 36
Import Definitions




 PAGE 37
In this format




  PAGE 38
Final Step

Open the first sheet and click on “Update Entity Defns” which will
 update the definitions written for that particular table into the data
 model. Similarly click on the “Update Attribute Defns” which will
 update the attribute definitions.
Note:
• Keep the data model closed otherwise you will get error that it’s open.
• Make sure table and column names are exactly same as in the data model.
• It’s not only for business people but also for the data modelers who can enter
  the definitions in MS Excel and get the approval from the business or data
  management team, then it can uploaded separately using this utility.




   PAGE 39
Capture metadata in Data Browser.
Metadata Capture using Data Browser




 PAGE 41
Conclusion

• The metadata information such as “Data Source”, “Transformations
  rules” and “Data Movement rules” are very important for any Data
  warehousing efforts and it’s very critical to capture the correct
  information.
• Metadata from data management standpoint , reduces
  considerable amount of time while consolidating the attributes or
  entities or databases during acquisition or merger.
• Knowing the importance of metadata for the data model ,CA ERwin
  has provided these flexible options which can be leveraged to
  make the data model & data more meaningful.


  PAGE 42
Questions?




             In case of any additional questions you can reach me in
                        Sampath_Kumar01@infosys.com
                          Sampath.k.kumar@gmail.com
 PAGE 43

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Effective capture of metadata using ca e rwin data modeler 09232010

  • 1. Effective Capture of Metadata Using CA ERwin Data Modeler Metadata –Data gets meaning.
  • 2. Abstract • In any data centric environment either Data warehouse or an OLTP data environment ,vital information anybody looks for is the purpose and content of the tables and columns. Its metadata of the data, provides more insight about the structure. In many organization, the lack of metadata has lead to redundant definition of table and columns , ignorance of real capability of your data centric system, inability to define standards and build the knowledge layer for the business. In the case of data warehouse its vital to capture the source and transformation rules along with dimensional model as it will help fixing incorrect mappings early in the life cycle, effective communication to ETL team and store the ETL rules close to the data model. Without metadata ,it will lead to individual's interpretation of data just like blind folded touching the elephant. In this webinar we will discuss about the various flexible features provided by CA ERwin Data Modeler for data warehouse and relational model. PAGE 2
  • 3. Speaker Bio • Sampath Kumar brings 11 years of experience in implementing small, medium and large scale data centric environments (both relational and data warehouse ) using CA ERwin Modeling suite of products. He is currently working for Infosys Technologies Limited as Technology Architect in their DW/BI practice group. Prior to that he was working with American Express Credit Cards as Sr System Analyst for their Worldwide Risk Information Management group. In all his experience he has worked extensively in various database products ,BI tools ,data modeling and related products offered by CA such as CA ERwin Data Modeler, CA ERwin Model Validator,CA ERwin Model Manager and CA ERwin Data Profiler. PAGE 3
  • 4. Agenda • Not going to focus on the known fundamentals and data jargons • Effective capture of metadata in Data warehouse environment – Case study using Customer_Dim • Other Flexible Options to capture metadata into data model – Using an example. PAGE 4
  • 5. Effective capture of metadata in Data warehouse environment Case study using Customer_Dim
  • 6. Problem Statement In any data warehouse development project, some of the major challenges include • Effective capture of metadata information in data model such as data source ,transformation, enrichment and data synchronization rules etc. • Keeping data model in synch with changing ETL rules and vice versa i.e. keeping ETL rules close to DW Data model (blueprint of your DW data) • Early identification of incorrect ETL mappings in the complete lifecycle. PAGE 6
  • 7. Problem Statement contd… • Effective communication of captured metadata information by data modeler to other teams such as ETL PAGE 7
  • 8. Background 3 Important pieces of information: • Source of data • Transformation rules-The method in which the data is getting extracted, transformed and loaded • Frequency: The frequency and timing of data warehouse updates. PAGE 8
  • 9. CA ERwin Features CA ERwin Data Modeler supports the following salient features to capture the metadata information effectively. • Data warehouse Sources Dialog • Columns Editor • Data Movement Rules Editor PAGE 9
  • 10. Customer_Dim Snapshot Communication – customer_SKID Email Address – snapshot_Begin_Date Phone – snapshot_End_Date Fax – current_ind Segmentation • Basic Information Shopping – Customer name Behavior – Customer Date of Birth – Driving License • Address – Mailing Address – Physical Address PAGE 10
  • 13. Make it Dimensional Model PAGE 13
  • 14. Make it Dimensional Model… PAGE 14
  • 16. Data warehouse Source Selector PAGE 16
  • 18. Data warehouse Sources The “Import other” provides three options to import the table structure • Flat File • Database/Script • Model Manager PAGE 18
  • 19. Importing table from CA ERwin® Model Manager Customer_Address customer_id (FK) mailing_address_line1 mailing_address_line2 mailing_city mailing_state mailing_county mailing_country physical_address_line1 Customer physical_address_line2 physical_county customer_id physical_city customer_first_name physical_state Opens Model Mart customer_last_name physical_country dob Library driving_license_nbr driving_license_state Behavioral_Segment behavioral_segment_nbr behavioral_segment_name Customer_Segmentation customer_id (FK) behavioral_segment_nbr (FK) Shopping_Segment shopping_segment_nbr (FK) shopping_segment_nbr shopping_segment_name PAGE 19
  • 22. Data warehouse Source Selector. Multiple sources can be added Transformation and business rules can be PAGE 22 added here.
  • 23. Source as Flat File PAGE 23
  • 24. ETL Mapping Template-using Data Browser PAGE 24
  • 27. Generate the Metadata Report PAGE 27
  • 28. ETL Mapping Sheet PAGE 28
  • 31. Attaching table to rule. PAGE 31
  • 32. Export as Report PAGE 32
  • 33. Other Flexible Options to capture metadata into data model Using simple example
  • 34. Import from MS Excel Using simple example
  • 35. Metadata Capture from MS Excel • When it would be useful – Import the definitions available already into data model – Import the definitions from business stakeholders for key columns to avoid wrong interpretation. • Step 1: Store the model locally in the hard disk • Step 2: Use the excel sheet “Import Definitions” or VBA macro provided by CA . • Step 3 :Import the metadata into the model by running VBA code. PAGE 35
  • 38. In this format PAGE 38
  • 39. Final Step Open the first sheet and click on “Update Entity Defns” which will update the definitions written for that particular table into the data model. Similarly click on the “Update Attribute Defns” which will update the attribute definitions. Note: • Keep the data model closed otherwise you will get error that it’s open. • Make sure table and column names are exactly same as in the data model. • It’s not only for business people but also for the data modelers who can enter the definitions in MS Excel and get the approval from the business or data management team, then it can uploaded separately using this utility. PAGE 39
  • 40. Capture metadata in Data Browser.
  • 41. Metadata Capture using Data Browser PAGE 41
  • 42. Conclusion • The metadata information such as “Data Source”, “Transformations rules” and “Data Movement rules” are very important for any Data warehousing efforts and it’s very critical to capture the correct information. • Metadata from data management standpoint , reduces considerable amount of time while consolidating the attributes or entities or databases during acquisition or merger. • Knowing the importance of metadata for the data model ,CA ERwin has provided these flexible options which can be leveraged to make the data model & data more meaningful. PAGE 42
  • 43. Questions? In case of any additional questions you can reach me in Sampath_Kumar01@infosys.com Sampath.k.kumar@gmail.com PAGE 43