You might think that the metadata in your large, complex, and customized ERP and CRM applications is too difficult and time-consuming to find and use within your enterprise data models. If you are implementing a data warehouse, data governance, data migration, or other information management project which includes SAP, Oracle, or Salesforce packages, then having access to their data models is critical. You can integrate, manage, and govern your ERP and CRM metadata within your data models to complete the big picture of your data architecture and lineage. This webinar will briefly introduce the challenges associated with accessing the metadata in these ERP and CRM packages and demonstrate how the combination of Safyr® and ER/Studio tools lets you find and use the key metadata as easily and quickly as if it were a standard database. Being able to use the package metadata in enterprise data models and data lineage will help to accelerate delivery and improve accuracy.

1. 1© 2018 IDERA, Inc. All rights reserved.
INTEGRATE ERP AND CRM METADATA INTO ER/STUDIO
OCTOBER 30, 2018
Ron Huizenga - IDERA
Nick Porter – Silwood Technology Ltd.
@DataAviato
r

2. 2© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 2© 2018 IDERA, Inc. All rights reserved.
AGENDA
 Using ERP and CRM metadata in data models
 Accessing & harvesting the metadata
• Creating data models
 Incorporating into Enterprise Data Architecture
• Enterprise models
• Governance
• Data Flows & Lineage
 Q & A

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MODELING AND GOVERNING THE DATA
• Identify data stores
• Reverse engineer
Where is the data?
• Naming standards
• Universal mappings to link entity instances
What is it?
• Visual data lineage
• Business process models
Where did it come from?
• Data dictionary
• Business Glossary
What does it mean?
• Reference & master data management
• Attachments (Enterprise data dictionary)
• Security classifications (Enterprise data dictionary)
• Regulatory policies (Team Server)
How do I govern it?

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GETTING DATA MODELS FROM ERP/CRM SYSTEMS
 Why would you want to do this?
• Vital business information that you will want to:
• Understand
• Govern
 Data Professionals need to do their job on all data sources
 Data Modelling is a good way to understand the contents of these packages

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PROBLEMS
 ‘Useful’ metadata not in the system catalog
• Not (usually) helpful table/column names
• No PK/FK constraints
 Complex and large
 Customised
 Multiple instances

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SAFYR – A UNIQUE SOFTWARE PROPOSITION
• Software to make ERP/CRM metadata easy to access, understand and share
• Data professionals can explore metadata in large packaged applications
• Does this by extracting metadata from the ERP/CRM data dictionary
• Not just an ’interface’ – more than just a scanner for ERP or CRM’s

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SAFYR – CATALOGING APPLICATION METADATA

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SAFYR DEMONSTRATION

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ENTERPRISE MODEL

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SALESFORCE: CLASSIFICATION AND SECURITY METADATA

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SAP CUSTOMER: CLASSIFICATION AND SECURITY METADATA

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ENTITY INSTANCES
Repository
Universal Mappings

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CUSTOMER - UNIVERSAL MAPPINGS
 Ability to link “like” or related objects
• Within same model file
• Across separate model files
 Entity/Table level
 Attribute/Column level

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DATA FLOW AND LINEAGE

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CUSTOMER BUSINESS TERM: RELATED ENTITIES/TABLES

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ER OBJECT: RELATED TERMS & POLICIES

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THANKS!
Any questions?
You can find me at:
ron.huizenga@idera.com
@DataAviator
Learn more at www.idera.com