Enterprise master data management: an SOA approach to managing core information

✍ Scribed by Dreibelbis, Allen;Hechler, Eberhard;Milman, Ivan;Oberhofer, Martin

• Publisher: IBM Press, Pearson plc
• Year: 2008
• Tongue: English
• Leaves: 478
• Series: IT Pro
• Category: Library

✦ Synopsis

The Only Complete Technical Primer for MDM Planners, Architects, and Implementers

Companies moving toward flexible SOA architectures often face difficult information management and integration challenges. The master data they rely on is often stored and managed in ways that are redundant, inconsistent, inaccessible, non-standardized, and poorly governed. Using Master Data Management (MDM), organizations can regain control of their master data, improve corresponding business processes, and maximize its value in SOA environments.

Enterprise Master Data Managementprovides an authoritative, vendor-independent MDM technical reference for practitioners: architects, technical analysts, consultants, solution designers, and senior IT decisionmakers. Written by the IBM(R) data management innovators who are pioneering MDM, this book systematically introduces MDM's key concepts and technical themes, explains its business case, and illuminates how it interrelates with and enables SOA.

Drawing on their experience with cutting-edge projects, the authors introduce MDM patterns, blueprints, solutions, and best practices published nowhere else--everything you need to establish a consistent, manageable set of master data, and use it for competitive advantage.

Coverage includes

How MDM and SOA complement each other Using the MDM Reference Architecture to position and design MDM solutions within an enterprise Assessing the value and risks to master data and applying the right security controls Using PIM-MDM and CDI-MDM Solution Blueprints to address industry-specific information management challenges Explaining MDM patterns as enablers to accelerate consistent MDM deployments Incorporating MDM solutions into existing IT landscapes via MDM Integration Blueprints Leveraging master data as an enterprise asset--bringing people, processes, and technology together with MDM and data governance Best practices in MDM deployment, including data warehouse and SAP integration

✦ Table of Contents

Cover......Page 1
Contents......Page 12
Foreword......Page 20
Foreword......Page 22
Preface......Page 24
Acknowledgments......Page 30
About the Authors......Page 32
Chapter 1 The Imperative for a New Approach to Information Architecture......Page 36
1.1.1 An Increasing Volume of Information......Page 38
1.1.3 An Increasing Velocity of Information......Page 39
1.3 The Need for a New Enterprise Information Architecture......Page 40
1.3.1 Leading the Transition to a Smarter Planet......Page 41
1.4 The Business Vision for the Information-Enabled Enterprise......Page 42
1.5 Building an Enterprise Information Strategy and the Information Agenda......Page 47
1.5.1 Enterprise Information Strategy......Page 48
1.5.2 Organizational Readiness and Information Governance......Page 50
1.5.3 Information Infrastructure......Page 51
1.5.4 Information Agenda Blueprint and Roadmap......Page 52
1.6.2 Getting Started Smartly......Page 54
1.7 Relationship to Other Key Industry and IBM Concepts......Page 55
1.9 References......Page 57
2.1 Terminology and Definitions......Page 58
2.1.1 Enterprise Architecture......Page 60
2.1.2 Conceptual Approach to EAI Reference Architecture......Page 62
2.2.1 Architecture Methodology......Page 71
2.2.2 Information Maturity Model......Page 73
2.3.1 Information On Demand......Page 76
2.3.2 Information Agenda Approach......Page 77
2.3.3 The Open Group Architecture Framework......Page 79
2.3.4 Service-Oriented Architecture and Information as a Service......Page 82
2.4 Conclusion......Page 85
2.5 References......Page 86
3.1 Terminology and Definitions......Page 88
3.2 Data Domains......Page 90
3.2.1 Classification Criteria of the Conceptual Data Model......Page 91
3.2.2 The Five Data Domains......Page 95
3.2.3 Information Reference Model......Page 98
3.3 IT Governance and Information Governance......Page 99
3.4.1 Information Security......Page 102
3.4.2 Information Privacy: The Increasing Need for Data Masking......Page 105
3.5 System Context Diagram......Page 107
3.7 References......Page 109
4.1 Conceptual Architecture Overview......Page 112
4.1.2 Master Data Management Capability......Page 114
4.1.4 Enterprise Content Management Capability......Page 115
4.1.5 Analytical Applications Capability......Page 116
4.1.7 Enterprise Information Integration Capability......Page 117
4.1.9 Information Governance Capability......Page 120
4.1.11 Cloud Computing Capability......Page 121
4.2 EIA Reference Architecture—Architecture Overview Diagram......Page 123
4.3 Architecture Principles for the EIA......Page 125
4.4 Logical View of the EIA Reference Architecture......Page 133
4.4.3 Information Services......Page 134
4.4.7 Business Process Orchestration and Collaboration......Page 136
4.6 References......Page 137
5.1 The Component Model......Page 138
5.3 Component Description......Page 140
5.3.1 Delivery Channels and External Data Providers......Page 141
5.3.2 Infrastructure Security Component......Page 143
5.3.3 Presentation Services......Page 144
5.3.5 Business Process Services......Page 147
5.3.7 Connectivity and Interoperability Services......Page 148
5.3.9 Operational Applications......Page 149
5.3.10 Mashup Hub......Page 151
5.3.11 Metadata Management Component and Metadata Services......Page 154
5.3.12 Master Data Management Component and MDM Services......Page 156
5.3.13 Data Management Component and Data Services......Page 159
5.3.14 Enterprise Content Management Component and Content Services......Page 164
5.3.15 Analytical Applications Component and Analytical Services......Page 166
5.3.16 Enterprise Information Integration Component and EII Services......Page 169
5.3.17 IT Service & Compliance Management Services......Page 173
5.4.1 Business Context......Page 174
5.4.2 Component Interaction Diagram......Page 176
5.6 References......Page 179
6.1 Terminology and Definitions......Page 182
6.1.1 Definition of Operational Model Levels......Page 183
6.1.3 Key Design Concepts within Operational Modeling......Page 184
6.2 Context of Operational Model Design Techniques......Page 185
6.3.1 Example of Operational Service Qualities......Page 187
6.4.1 Basic Location Types......Page 190
6.4.4 Standards of Specified Nodes......Page 193
6.4.5 Logical Operational Model Relationship Diagram......Page 202
6.5.1 The Context of Operational Patterns......Page 203
6.5.2 Near-Real-Time Business Intelligence Pattern......Page 204
6.5.3 Data Integration and Aggregation Runtime Pattern......Page 210
6.5.4 ESB Runtime for Guaranteed Data Delivery Pattern......Page 211
6.5.5 Continuous Availability and Resiliency Pattern......Page 214
6.5.6 Multi-Tier High Availability for Critical Data Pattern......Page 216
6.5.7 Content Resource Manager Service Availability Pattern......Page 219
6.5.8 Federated Metadata Pattern......Page 220
6.5.9 Mashup Runtime and Security Pattern......Page 221
6.5.10 Compliance and Dependency Management for Operational Risk Pattern......Page 222
6.5.11 Retention Management Pattern......Page 224
6.5.12 Encryption and Data Protection Pattern......Page 226
6.5.13 File System Virtualization Pattern......Page 229
6.5.15 Automated Capacity and Provisioning Management Pattern......Page 230
6.7 References......Page 233
7.1 Definitions and Terms......Page 236
7.2 Cloud Computing as Convergence of IT Principles......Page 237
7.2.1 Key Drivers to Cloud Computing......Page 238
7.2.2 Evolution to Cloud Computing......Page 239
7.3.1 Typical Service Layers in Cloud Computing......Page 240
7.3.2 The Nature of Cloud Computing Environments......Page 242
7.4.1 Multi-Tenancy......Page 244
7.4.2 Relevant Capabilities of EIS in a Cloud Environment......Page 249
7.5 Cloud Computing—Architecture and Services Exploration......Page 250
7.6.1 Business Context......Page 251
7.6.2 Component Interaction Diagram......Page 252
7.8 References......Page 256
8.1 Enterprise Information Integration—Terms, History, and Scope......Page 258
8.2.1 Discover Capabilities......Page 259
8.2.2 Discover Scenario......Page 262
8.3.1 Profile Capabilities......Page 263
8.3.2 Profile Scenario......Page 265
8.4.1 Cleanse Capabilities......Page 267
8.4.2 Cleanse Scenario......Page 270
8.5.1 Transform Capabilities......Page 271
8.5.2 Transform Scenario......Page 272
8.6.1 Replicate Capabilities......Page 274
8.6.2 Replication Scenario......Page 277
8.7.1 Federate Capabilities......Page 279
8.7.2 Federation Scenario......Page 281
8.8.1 Data Streaming Capabilities......Page 282
8.8.2 Data Streaming Scenario......Page 286
8.9.1 Deploy Capabilities......Page 288
8.9.2 Deploy Scenario......Page 289
8.11 References......Page 291
Chapter 9 Intelligent Utility Networks......Page 292
9.1.1 Increasing Issues Concerning Electrical Energy......Page 293
9.1.2 The Demand for New Business Models......Page 294
9.1.3 Typical Use Cases......Page 296
9.2 Architecture Overview Diagram......Page 298
9.3 The Logical Component Model of the IUN......Page 300
9.3.2 Data Transport Network and Communication......Page 301
9.3.3 Enterprise Information Integration (EII) Services......Page 302
9.3.7 Work Order Entry Component and Mobile Workforce Management......Page 303
9.3.10 Predictive and Advanced Analytical Services......Page 304
9.4 Component Interaction Diagram......Page 305
9.4.1 Component Interaction Diagram: Smart Metering and Data Integration......Page 306
9.4.2 Component Interaction Diagram: Asset and Location Mashup Services......Page 307
9.4.3 Component Interaction Diagram: PDA Data Replication Services......Page 308
9.5.1 Functional Service Qualities......Page 309
9.5.3 Security Management Qualities......Page 310
9.5.4 Maintainability Qualities......Page 311
9.6 Applicable Operational Patterns......Page 312
9.7 Conclusion......Page 313
9.8 References......Page 314
10.1 Metadata Usage Maturity Levels......Page 316
10.2 Terminology and Definitions......Page 317
10.2.1 EIA Metadata Definition......Page 318
10.2.2 What Is Metadata Management?......Page 322
10.3.1 Business Patterns......Page 324
10.3.2 Use Case Scenarios......Page 325
10.4.1 Component Model Introduction......Page 326
10.4.2 Component Descriptions......Page 327
10.4.3 Component Relationship Diagrams......Page 328
10.5 Component Interaction Diagram—Deployment Scenario......Page 329
10.5.2 Component Interaction Diagram......Page 330
10.6 Service Qualities for Metadata Management......Page 333
10.7 Applicable Operational Patterns......Page 335
10.8.1 IBM Technology Overview......Page 337
10.8.2 Scenario Description Using IBM Technology......Page 338
10.9 Conclusion......Page 340
10.10 References......Page 341
11.1 Introduction and Terminology......Page 342
11.1.1 Registry Implementation Style......Page 343
11.1.3 Transactional Hub Implementation Style......Page 344
11.1.4 Comparison of the Implementation Styles......Page 345
11.2 Business Scenarios......Page 346
11.3 Component Deep Dive......Page 348
11.3.2 Lifecycle Management......Page 349
11.3.3 Hierarchy and Relationship Management Service......Page 350
11.3.6 Data Quality Management Services......Page 351
11.3.7 Base Services......Page 352
11.4 Component Interaction Diagram......Page 353
11.5.1 MDM Security......Page 358
11.5.2 Privacy......Page 360
11.6 Applicable Operational Patterns......Page 361
11.7 Conclusion......Page 362
11.8 References......Page 363
12.1 Web 2.0 Introduction to Mashups......Page 364
12.2 Business Drivers......Page 365
12.2.1 Information Governance and Architectural Considerations for Mashups......Page 370
12.3 Architecture Overview Diagram......Page 371
12.4 Component Model Diagram......Page 373
12.5 Component Interaction Diagrams......Page 375
12.5.1 Component Interaction Diagrams—Deployment Scenarios......Page 378
12.6 Service Qualities for Mashup Solutions......Page 380
12.7.1 Scenario 1: Simple Deployment Model......Page 384
12.7.2 Scenario 2: High Availability Model......Page 385
12.7.3 Scenario 3: Near-Real-Time Model......Page 388
12.8 IBM Technologies......Page 389
12.8.3 WebSphere sMash......Page 390
12.9 Conclusion......Page 391
12.10 References......Page 392
Chapter 13 Dynamic Warehousing......Page 394
13.1 Infrastructure for Dynamic Warehousing......Page 395
13.1.1 Dynamic Warehousing: Extending the Traditional Data Warehouse Approach......Page 396
13.2 Business Scenarios and Patterns......Page 405
13.2.1 Practical Business Applications......Page 406
13.3.1 Dynamic Pricing in the Financial Industry......Page 407
13.3.2 Addressing Customer Attrition/Churn......Page 412
13.5 References......Page 416
Chapter 14 New Trends in Business Analytics and Optimization......Page 418
14.1 A New Approach to Business Performance Management......Page 419
14.1.1 A Framework for Business Analytics and Business Optimization......Page 420
14.2 Business Scenario, Business Patterns, and Use Case......Page 422
14.2.1 Banking Use Case......Page 423
14.3 Component Interaction Diagrams—Deployment Scenarios......Page 424
14.3.1 Predictive Analytics in Health Care......Page 425
14.3.2 Optimizing Decisions in Banking and Financial Services—Trading......Page 429
14.3.3 Improved ERM for Banking and Financial Services......Page 432
14.4 Conclusion......Page 437
14.5 References......Page 438
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