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What is data governace and how ER/Studio manages data.
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ER/Studio For Data
Governance Success
What is Data Governance?
•Data Governance is a policy, rights and accountabilities-based practice of managing information to identify and improve its business value
Definition
•To provide reliable, relevant information supporting enterprise compliance, controls and decision making
Mission
•Increased revenue, decreased costs and/or reduced risk
Benefits
The Governance Gap- Why are many efforts ineffective?
Data GovernanceOrganizations, Policies, Processes, Metrics
Applications & Data
DEV ETLMDM DQ
Information Management
3
Where?
Who?
How?Why?What?
Embarcadero ConnectTables and Columns
Enterprise Information Map - Classifying Enterprise Information by Meaning, Business
Relevance, Usage and Authority
Business Metadata Process Models Governance Policy
Logical & Physical Data Models
Application Models
Community of Practice
Busi
ness
Glo
ssar
y
Why have our customers embraced Data Governance?
The Challenge
• 30%-50% Y/Y data growth• Manage and do more with that
data to remain competitive• Comply with standards and
regulations • Obtain reductions in IT spend
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Embarcadero Approach
• Build an Enterprise Information Map – a metadata foundation to enable collaboration, comprehension & synchronization
• Standardize on tooling that leverages that metadata to drive quality, efficiency & effectiveness
• Some organizations have invested heavily in Governance consulting - months of effort with only a binder to show for it
• Others don’t know where to start
Current State
Data Governance Platform - Syndication puts Metadata to Work
Data GovernanceOrganizations, Policies, Processes, Metrics
Applications & Data
DEV ETLMDM DQ Met
adat
a G
over
nanc
e
ArchitectureAssessment, Planning, Standards, Alignment
Information Management
Web
API
ER/Studio
DB PowerStudio
RAD Studio
Ente
rpris
e In
form
ation
Map
Portal / Connect
6
1Map Process & Application to Data
Fwd/Rev Eng. Technical & Gov. Metadata
Publish with Portal
1
2
3
2 3
Defining and Using the Enterprise Information Map with ER/Studio
Business Architect
Data Architect Portal
How ER/Studio embraces the sprawl
Ungoverned[Unknown]
Characteristics: database sprawl / anarchy, siloed information, automation gapsIssues: redundancies, inconsistencies, excessive spend, lack of confidence in data, IT focused on technology initiatives
Scoped[Risk Bounded]
Milestone: published inventory of process, system & dataBenefit: bounded risk; opportunities & priorities identified; assets “discoverable”Milestone: published inventory of process, system & dataBenefit: bounded risk; opportunities & priorities identified; assets “discoverable”
ReverseEngineering
ER/Data Lineage
Repository
Established[Projects Controlled]
Milestone: advisory committee; policy-driven standardization on tech & methods; key roles established; initiative-driven independent projectsBenefit: proliferation halted; data use and re-use increased
Milestone: advisory committee; policy-driven standardization on tech & methods; key roles established; initiative-driven independent projectsBenefit: proliferation halted; data use and re-use increased
Milestone: advisory committee; policy-driven standardization on tech & methods; key roles established; initiative-driven independent projectsBenefit: proliferation halted; data use and re-use increased
8
Portal 2.0 CustomData Types
Advanced[Coordinated Effort]
Milestone: formalized org, rationalized data, actively shared (e.g. MDM, Customer 360); metrics established; goals setBenefit: redundancies and inconsistencies reduced; improved competitive stance
Governed[Continuous Improvement]
Milestone: widely adopted, quantified continuous improvementBenefit: costs controlled, quality defined, confidence improved, data as competitive strength; IT focused on business
Milestone: widely adopted, quantified continuous improvementBenefit: costs controlled, quality defined, confidence improved, data as competitive strength; IT focused on business
Milestone: formalized org, rationalized data, actively shared (e.g. MDM, Customer 360); metrics established and enforced; goals setBenefit: redundancies and inconsistencies reduced; improved competitive stance
Milestone: formalized org, rationalized data, actively shared (e.g. MDM, Customer 360); metrics established and enforced; goals setBenefit: redundancies and inconsistencies reduced; improved competitive stanceEnterprise Data
DictionaryPortal 2.0
Role BasedSecurity
Data Dictionary
NamingStandardsTemplate
Security Center Groups
Infer Domains
UniversalMappings
9
Demo
ER/Studio & Data Governance NOW!
Use ER/Studio Business Architect to create a conceptual map of data sources and objects
Reverse Engineer databases into ER/Studio DA
Create a catalog of databases in the ER/Studio Repository
Create a Data Dictionary that defines data governance settings that are of use to your organization such as security levels, job roles, etc.
Use ER/Studio Repository to collaborate with other data professionals to complete mapping of DGov settings to models
Use the Universal Mapping feature to map related physical, logical and conceptual objects
Create sub models that have color coded tables based on security settings and other DGov settings
Reverse engineer ETL jobs with the ER/Studio Data Lineage product
Publish models into the ER/Studio Portal to disseminate to a wider audience
Use the Portal Comments and Labels to provide feedback to ER/Studio DA users
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Useful Links• For more information on ER/Studio, visit
http://www.embarcadero.com/products/er-studio
http://www.embarcadero.com/solutions/data-governance
• To watch ER/Studio demos, visithttp://www.embarcadero.com/quick-solution-demos
• Download a free trial https://downloads.embarcadero.com/free/er_studio_enterprise
http://webportal.embarcadero.com (username=“PortalUser”, password=“portal*trial”)
• Read about our customers Newmont Mining, Protective Life, Catalina Marketing, Entrust:
http://www.embarcadero.com/our-customers/case-studies
• Supporthttp://www.embarcadero.com/support
• Sales http://www.embarcadero.com/company/contact-sales
Social UpdatesFacebook: http://on.fb.me/WDUQqYLinkedIn: http://linkd.in/WDVeWuGoogle+: http://bit.ly/WDVViLTwitter: @ERStudio
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Q & A
http://www.embarcadero.com/products/er-studio
What is Data Governance?
Provide reliable and relevant information for compliance & decision making
Why Embarcadero for Data Governance?
Embarcadero provides tools for creating the Enterprise Information Map and for Metadata Governance, the key ingredients for effective Data Governance
Why Embarcadero for Data Governance now?
Huge enhancements in Model Mappings, Portal, Security and Reverse Engineering allow you to create the foundational steps for Governance initiatives
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Backup
Data ArchitectData Stewards
BI ProfessionalsBig Data
Professionals
Data ArchitectBusiness Architect
ETL Tools
Data Lineage
Business Users
Connect
UDMs
DB Platforms Repository
Updated in XE3 9.5
Updated in XE3 9.5
Major focus of XE3 9.5
Expanded /updated in
XE3 9.5
14
2Q13
Portal 2.0
ER/Studio Platform Enhancements
Key Enhancements of XE3 9.5
15
Feature / Capability
XE2 9.0 XE3 9.5
Model Mappings Logical to Physical Mapping (name based)
Logical/Physical/Conceptual to Logical/Physical/Conceptual (id based)
Portal Search and Browsing, Administrator Services
New UI, Upgraded Search, Enterprise Data Dictionary, Nested Models, Additional Objects
Security User Level Permissions Group Level PermissionsLDAP group Permissions
Reverse Engineering
Default generic data type for unrecognized data types
Custom data types
Layout Management
Tree Layouts, Circular Layouts and more
Partial Layouts
Database Support Teradata, Netezza, MS SQL Server 2008 and more
Greenplum, MS SQL Server 2012 and more