You are previewing A Practical Guide to Managing Reference Data with IBM InfoSphere Master Data Management Reference Data Management Hub.
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A Practical Guide to Managing Reference Data with IBM InfoSphere Master Data Management Reference Data Management Hub

Book Description

IBM® InfoSphere® Master Data Management Reference Data Management Hub (InfoSphere MDM Ref DM Hub) is designed as a ready-to-run application that provides the governance, process, security, and audit control for managing reference data as an enterprise standard, resulting in fewer errors, reduced business risk and cost savings.

This IBM Redbooks® publication describes where InfoSphere MDM Ref DM Hub fits into information management reference architecture. It explains the end-to-end process of an InfoSphere MDM Ref DM Hub implementation including the considerations of planning a reference data management project, requirements gathering and analysis, model design in detail, and integration considerations and scenarios. It then shows implementation examples and the ongoing administration tasks.

This publication can help IT professionals who are interested or have a need to manage reference data efficiently and implement an InfoSphere MDM Ref DM Hub solution with ease.

Table of Contents

  1. Front cover
  2. Notices
    1. Trademarks
  3. Preface
    1. The team who wrote this book
    2. Now you can become a published author, too!
    3. Comments welcome
    4. Stay connected to IBM Redbooks
  4. Chapter 1. Reference data management
    1. 1.1 What is reference data
    2. 1.2 Structure in reference data: Hierarchies and relationships
      1. 1.2.1 Tree hierarchies
      2. 1.2.2 Level-based hierarchies
      3. 1.2.3 Poly hierarchies
    3. 1.3 Challenges of managing reference data
    4. 1.4 The cost of unmanaged reference data
      1. 1.4.1 Costs related to business risk
      2. 1.4.2 Increased IT cost
      3. 1.4.3 Cost of business inflexibility
    5. 1.5 Reference data governance with master data management approach
    6. 1.6 InfoSphere MDM Ref DM Hub feature overview
      1. 1.6.1 Key functions of the InfoSphere MDM Ref DM Hub
      2. 1.6.2 Understanding reference data sets
      3. 1.6.3 Understanding reference data types
      4. 1.6.4 Mapping reference data sets
      5. 1.6.5 Managed systems
      6. 1.6.6 Batch export
  5. Chapter 2. Solution reference architecture
    1. 2.1 Base reference architecture
      1. 2.1.1 InfoSphere MDM Ref DM Hub
      2. 2.1.2 InfoSphere MDM Ref DM Hub services and user interface
      3. 2.1.3 Core reference data domain objects
      4. 2.1.4 Supporting domain objects
      5. 2.1.5 Supporting services
      6. 2.1.6 Supporting Custom Domain Hub services
      7. 2.1.7 Batch utilities
    2. 2.2 Enterprise system integration
      1. 2.2.1 InfoSphere Master Data Management
      2. 2.2.2 MDM and SAP
      3. 2.2.3 Taxonomy management for ECM pattern
      4. 2.2.4 Data warehouse
  6. Chapter 3. Planning a RDM project
    1. 3.1 RDM methodology overview
      1. 3.1.1 Analyze
      2. 3.1.2 Design
      3. 3.1.3 Configure
      4. 3.1.4 Deploy
      5. 3.1.5 Operate
    2. 3.2 Iterative implementation of InfoSphere MDM Ref DM Hub
    3. 3.3 Business requirements
    4. 3.4 Analysis of data
      1. 3.4.1 Discovering reference data
      2. 3.4.2 Transforming business roles to RDM roles
    5. 3.5 Model design for planning
    6. 3.6 Implementation
  7. Chapter 4. Requirement analysis
    1. 4.1 Discovering reference data
      1. 4.1.1 Data model
      2. 4.1.2 Profiling tools
      3. 4.1.3 Reference data is already known
    2. 4.2 Data requirements
    3. 4.3 Data quality
    4. 4.4 Discovering business rules
    5. 4.5 Use cases
    6. 4.6 Security requirements
    7. 4.7 Integration requirements
      1. 4.7.1 Business process integration
      2. 4.7.2 System integration
    8. 4.8 Test cases
      1. 4.8.1 Configuration testing
      2. 4.8.2 System integration testing
    9. 4.9 Deliverables
  8. Chapter 5. InfoSphere RDM model design
    1. 5.1 InfoSphere MDM Ref DM Hub model
      1. 5.1.1 Managed entities
      2. 5.1.2 Types
      3. 5.1.3 Ancillary entities: Format
    2. 5.2 InfoSphere MDM Ref DM Hub model design considerations
      1. 5.2.1 Versioning and implicit versus explicit relationships
      2. 5.2.2 Versioning strategy
      3. 5.2.3 Versioning mapping relationships
      4. 5.2.4 Version strategy state machines
  9. Chapter 6. Integration
    1. 6.1 Data loading and import
      1. 6.1.1 Input transformation
      2. 6.1.2 Import interfaces
    2. 6.2 Data distribution and export
      1. 6.2.1 Downstream system challenges consuming reference data
      2. 6.2.2 Export interfaces
      3. 6.2.3 Output transformation
    3. 6.3 Transcoding
      1. 6.3.1 Simple transcoding
      2. 6.3.2 Complex transcoding using multiple maps
    4. 6.4 Attribute-level permissions
    5. 6.5 IBM InfoSphere Information Server
      1. 6.5.1 InfoSphere Business Glossary
      2. 6.5.2 InfoSphere Information Analyzer
      3. 6.5.3 Conversion workbench
    6. 6.6 Workflow
      1. 6.6.1 Basic workflow using lifecycle processes
      2. 6.6.2 Advanced workflow using integration with external tooling
      3. 6.6.3 Reference data workflow example
  10. Chapter 7. Implementation
    1. 7.1 Installation
      1. 7.1.1 Product download
      2. 7.1.2 Installation with IBM Installation Manager
      3. 7.1.3 InfoSphere MDM Ref DM Hub server installation
      4. 7.1.4 RDM client installation
    2. 7.2 Configuration
      1. 7.2.1 Configure security and authorization
      2. 7.2.2 Lifecycle and state machine
      3. 7.2.3 Regular expression validation
    3. 7.3 Implementing InfoSphere MDM Ref DM Hub model
      1. 7.3.1 Creating reference data sets
      2. 7.3.2 Creating mappings
      3. 7.3.3 Distributing reference data sets
      4. 7.3.4 Distributing mappings
    4. 7.4 Customization
      1. 7.4.1 Notification
      2. 7.4.2 Services
      3. 7.4.3 Callout and user exits
      4. 7.4.4 User interface
  11. Chapter 8. Operation and administration
    1. 8.1 Managing InfoSphere MDM Ref DM Hub with multiple user groups
      1. 8.1.1 Initial model design for a new user group
      2. 8.1.2 Managing ongoing changes
      3. 8.1.3 Engaging new user groups
    2. 8.2 New user group setup process
      1. 8.2.1 Access control groups and roles
      2. 8.2.2 Customized training materials for each role defined
    3. 8.3 Reporting
  12. Related publications
    1. IBM Redbooks
    2. Online resources
    3. Help from IBM
  13. Back cover