data governance and embarcadero er/studio xe3

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

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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

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1Map Process & Application to Data

Fwd/Rev Eng. Technical & Gov. Metadata

Publish with Portal

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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

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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

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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

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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