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A Practical Guide to Enterprise Data
Modeling and Model Management
Using ERwin
Tuesday, September 15, 2010 at 2pm ET
abstract

 Are you getting the most out of your data models? Are your data
 models spread out all over the place? Do you reuse or reinvent
 when you build your data models?
 If these are troublesome questions for you and your organization
 then you may need a practical solution to address them.
 During this session. See how WorkSafe BC, adopted a simple
 straight forward approach to building and managing Enterprise
 Data Models using CA ERwin Data Modeler and CA ERwin Model
 Manager, that turned potential chaos, into value for the
 organization.


 PAGE 2
biography

• Garry Gramm
  Enterprise Information Architect, WorkSafe BC
• ERwin Data Modeler user since Version 1.2. Was part of the beta
  team for ERwin AOS - as ModelMart/ Model Manager was called in
  the beginning under Logic Works, and have been on most CA ERwin
  Data Modeler beta programs ever since.
• Currently a member of the CA ERwin Data Modeler Global User
  Community board and a contributor to ERwin and InfoAdvisors
  discussion forums.




  PAGE 3
Topics


• Why CA ERwin Data Modeler
• Challenges
• Building infrastructure
• Building enterprise models
• Model management




  PAGE 4
Why CA ERwin Data Modeler

• Wanted to replace legacy DM tool

• ERwin 3.x Provided Increased Functionality
    – Logical data modeling
    – Physical data base design
    – Implementation of standards


• Needed to support future needs & objectives




 PAGE 5
Challenges

•   Standards & retro fitting
•   New Tool = Learning curve
•   Management commitment
•   Architecture or not
•   “Attitudes” - How to manage them
         – People Issues
         – Methodology requirements
         – New approaches challenge validity
         – Upgrade resistance




PAGE 6
Where are we?


Background
Why CA ERwin Data Modeler
Challenges
• Building infrastructure
• Building enterprise models
• Model management




  PAGE 7
Building the Infrastructure

• Published Standards
   – Naming, Classwords
   – Data Definition, Diagramming

• Templates
   – Standards, Patterns, Translation

• Procedures
   – Modeling, check out/in, MM Maintenance



PAGE 8
Building the EDM

• Locate and gather all existing ERwin data models

• Merged by DBMS Type

• Reconciled conflicts

• DBMS specific Enterprise Data Models (EDM)




  PAGE 9
Are we there yet?


Background
Why CA ERwin Data Modeler
Challenges
Building infrastructure
Building enterprise models
• Model management




 PAGE 10
Model Management



• Check out

• Check in

• CA ERwin Model Manager


 PAGE 11
Check Out Process

• Project team - checkout request

• Model Management - processes request




  PAGE 12
Checkout Process Activities

• Project team
  – Required entities
  – New entities
  – Validate new entity / table names
• Model management team
  – Process checkout request
  – Challenge new entities
  – Create project model




  PAGE 13
Checkout Tips

• Subject Area (SA) as small as possible
• Sync custom SA
• Specify minimal info on derive type selection
• Keep same named SAs




  PAGE 14
Modeling Hints & Tips

 Project Team
     – Review before you build.
           • Requirements
           • Modeling semantics
           • Standards compliance


 Model Management Team
     – Snoop around while project is ongoing
           • Look at naming and metadata
           • Gentle reminders




 PAGE 15
Are we There Yet?




 Nope - Not Yet!




 PAGE 16
Check in Process


• Monitor WIP libraries
• Change Management Notification
• Verify updated project model
• Check in the model
• Close WIP library
• Update Spreadsheets




  PAGE 17
Check In Activities

 Project Team
   – Model compliance
   – Sync project model


 Model Management Team
   – Sync project model
   – Merge project model
   – Visually verify merged model
   – Sync merged model




   PAGE 18
Check-in Tips

• Sync project model
• Use same named SAs
• Use Complete Compare (CC) for the check in
• Use saved ‘type selection’ option sets
• Determine reconciliation strategy
• Have printed diagram handy



 PAGE 19
Managing Model Manager

Steps to tune and increase MM performance
  – Add MM server to SAN
  – Partition data file groups
  – Transaction logs on separate drives
  – Re-index mart regularly
  – Remove CA ERwin Data Modeler history
  – Keep the mart lean




  PAGE 20
Our Environment


    Public Mart

    Production
                      Read only
    Libraries                          Admin Mart
     DB2 SQLS

          Project
          Libraries
          (WIP)
                      User Updatable
                                                 Copy



                                       Archive




PAGE 21
Example of the ADMIN MART




 PAGE 22
Summary


Background
Why CA ERwin Data Modeler
Challenges
Building infrastructure
Building enterprise models
Model management




  PAGE 23
Benefits


• Faster development cycles
      –   Unified disparate models
      –   Re-use
      –   Rapid impact analysis
      –   What if scenarios
•   Data consistency
•   Single central source for metadata
•   Metadata is easily shared
•   Secure managed environment


    PAGE 24
Are We There yet?

               Yup – we’re done!


Thank you all for sharing your valuable time for this session.
I hope you found it useful and worthwhile.
If you have any other questions later on you can contact me
   personally at :
                  Garry.Gramm@worksafebc.com
You can also find me on:
LinkedIn, ERwin.com, & InfoAdvisors.com discussion groups.


  PAGE 25
Questions?




 PAGE 26

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Cust experience a practical guide 09152010

  • 1. A Practical Guide to Enterprise Data Modeling and Model Management Using ERwin Tuesday, September 15, 2010 at 2pm ET
  • 2. abstract Are you getting the most out of your data models? Are your data models spread out all over the place? Do you reuse or reinvent when you build your data models? If these are troublesome questions for you and your organization then you may need a practical solution to address them. During this session. See how WorkSafe BC, adopted a simple straight forward approach to building and managing Enterprise Data Models using CA ERwin Data Modeler and CA ERwin Model Manager, that turned potential chaos, into value for the organization. PAGE 2
  • 3. biography • Garry Gramm Enterprise Information Architect, WorkSafe BC • ERwin Data Modeler user since Version 1.2. Was part of the beta team for ERwin AOS - as ModelMart/ Model Manager was called in the beginning under Logic Works, and have been on most CA ERwin Data Modeler beta programs ever since. • Currently a member of the CA ERwin Data Modeler Global User Community board and a contributor to ERwin and InfoAdvisors discussion forums. PAGE 3
  • 4. Topics • Why CA ERwin Data Modeler • Challenges • Building infrastructure • Building enterprise models • Model management PAGE 4
  • 5. Why CA ERwin Data Modeler • Wanted to replace legacy DM tool • ERwin 3.x Provided Increased Functionality – Logical data modeling – Physical data base design – Implementation of standards • Needed to support future needs & objectives PAGE 5
  • 6. Challenges • Standards & retro fitting • New Tool = Learning curve • Management commitment • Architecture or not • “Attitudes” - How to manage them – People Issues – Methodology requirements – New approaches challenge validity – Upgrade resistance PAGE 6
  • 7. Where are we? Background Why CA ERwin Data Modeler Challenges • Building infrastructure • Building enterprise models • Model management PAGE 7
  • 8. Building the Infrastructure • Published Standards – Naming, Classwords – Data Definition, Diagramming • Templates – Standards, Patterns, Translation • Procedures – Modeling, check out/in, MM Maintenance PAGE 8
  • 9. Building the EDM • Locate and gather all existing ERwin data models • Merged by DBMS Type • Reconciled conflicts • DBMS specific Enterprise Data Models (EDM) PAGE 9
  • 10. Are we there yet? Background Why CA ERwin Data Modeler Challenges Building infrastructure Building enterprise models • Model management PAGE 10
  • 11. Model Management • Check out • Check in • CA ERwin Model Manager PAGE 11
  • 12. Check Out Process • Project team - checkout request • Model Management - processes request PAGE 12
  • 13. Checkout Process Activities • Project team – Required entities – New entities – Validate new entity / table names • Model management team – Process checkout request – Challenge new entities – Create project model PAGE 13
  • 14. Checkout Tips • Subject Area (SA) as small as possible • Sync custom SA • Specify minimal info on derive type selection • Keep same named SAs PAGE 14
  • 15. Modeling Hints & Tips Project Team – Review before you build. • Requirements • Modeling semantics • Standards compliance Model Management Team – Snoop around while project is ongoing • Look at naming and metadata • Gentle reminders PAGE 15
  • 16. Are we There Yet? Nope - Not Yet! PAGE 16
  • 17. Check in Process • Monitor WIP libraries • Change Management Notification • Verify updated project model • Check in the model • Close WIP library • Update Spreadsheets PAGE 17
  • 18. Check In Activities Project Team – Model compliance – Sync project model Model Management Team – Sync project model – Merge project model – Visually verify merged model – Sync merged model PAGE 18
  • 19. Check-in Tips • Sync project model • Use same named SAs • Use Complete Compare (CC) for the check in • Use saved ‘type selection’ option sets • Determine reconciliation strategy • Have printed diagram handy PAGE 19
  • 20. Managing Model Manager Steps to tune and increase MM performance – Add MM server to SAN – Partition data file groups – Transaction logs on separate drives – Re-index mart regularly – Remove CA ERwin Data Modeler history – Keep the mart lean PAGE 20
  • 21. Our Environment Public Mart Production Read only Libraries Admin Mart DB2 SQLS Project Libraries (WIP) User Updatable Copy Archive PAGE 21
  • 22. Example of the ADMIN MART PAGE 22
  • 23. Summary Background Why CA ERwin Data Modeler Challenges Building infrastructure Building enterprise models Model management PAGE 23
  • 24. Benefits • Faster development cycles – Unified disparate models – Re-use – Rapid impact analysis – What if scenarios • Data consistency • Single central source for metadata • Metadata is easily shared • Secure managed environment PAGE 24
  • 25. Are We There yet? Yup – we’re done! Thank you all for sharing your valuable time for this session. I hope you found it useful and worthwhile. If you have any other questions later on you can contact me personally at : Garry.Gramm@worksafebc.com You can also find me on: LinkedIn, ERwin.com, & InfoAdvisors.com discussion groups. PAGE 25