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Data Modeling Made Simple with ER/Studio Data Architect

Book Description

Data Modeling Made Simple with ER/Studio Data Architect (DA) will provide the business or IT professional with a practical working knowledge of data modeling concepts and best practices, along with how to apply these principles with ER/Studio DA. You'll build many ER/Studio DA data models along the way, applying best practices to master these ten objectives:

  1. You will know why a data model is needed and which ER/Studio DA models are the most appropriate for each situation

  2. You will be able to read a data model of any size and complexity with the same confidence as reading a book

  3. You will know how to apply all the key features of ER/Studio DA

  4. You will be able to build relational and dimensional conceptual, logical, and physical data models in ER/Studio DA

  5. You will be able to apply techniques such as indexing, transforms, and forward engineering to turn a logical data model into an efficient physical design

  6. You will improve data model quality and impact analysis results by leveraging ER/Studio DA's lineage functionality and compare/merge utility

  7. You will achieve enterprise architecture through ER/Studio DA's repository and portal functionality

  8. You will be able to apply ER/Studio DA's data dictionary features

  9. You will learn ways of sharing the data model through reporting and through exporting the model in a variety of formats

  10. You will leverage ER/Studio DA's naming functionality to improve naming consistency

This book contains four sections:

Section I introduces data modeling and the ER/Studio DA landscape. Learn why data modeling is so critical to software development and even more importantly, why data modeling is so critical to understanding the business. You will also learn about the ER/Studio DA environment. By the end of this section, you will have created and saved your first data model in ER/Studio DA and be ready to start modeling in Section II!

Section II explains all of the symbols and text on a data model, including entities, attributes, relationships, domains, and keys. By the time you finish this section, you will be able to 'read' a data model of any size or complexity, and create a complete data model in ER/Studio DA.

Section III explores the three different levels of models: conceptual, logical, and physical. A conceptual data model (CDM) represents a business need within a defined scope. The logical data model (LDM) represents a detailed business solution, capturing the business requirements without complicating the model with implementation concerns such as software and hardware. The physical data model (PDM) represents a detailed technical solution. The PDM is the logical data model compromised often to improve performance or usability. The PDM makes up for deficiencies in our technology. By the end of this section you will be able to create conceptual, logical, and physical data models in ER/Studio DA.

Section IV discusses additional features of ER/Studio DA. These features include data dictionary, data lineage, automating tasks, repository and portal, exporting and reporting, naming standards, and compare and merge functionality.

Table of Contents

  1. Contents at a Glance
  2. Contents
  3. Read me first!
    1. Conventions Used in this Book
    2. How to get the Most out of this Book
  4. Section I: Overview
    1. Chapter 1: Data Model Overview
      1. Finding Your Way
      2. Representing an Information Landscape
      3. Leveraging the Data Model
      4. Embarking on Our Publishing Adventure
      5. Exercise 1.1: Educating Your Neighbor
    2. Chapter 2: ER/Studio Functionality
      1. Exercise 2.1: Learning More About the ER/Studio XE3 Family
      2. New Features
      3. My “Top 10” Favorite Features of ER/Studio
      4. Exercise 2.2: Installing and Starting ER/Studio
    3. Chapter 3: ER/Studio Landscape
      1. Using the Windows
        1. Data Model Explorer
        2. Data Model Window
        3. Overview Window
        4. Zoom Window
      2. Using the Menus
        1. Application Menus
        2. Shortcut Menus
      3. Using the Toolbars
      4. Using Keyboard Commands
      5. Using the Status Bar
      6. Exercise 3.1: Creating a New Data Model
        1. Creating Title Blocks
        2. Editing Title Blocks
        3. Deleting Title Blocks
      7. Exercise 3.2: Saving Your Data Model
      8. Exercise 3.3: Closing and Opening Existing Data Models
      9. Exercise 3.4: Getting Comfortable with ER/Studio
  5. Section II: Data Model Objects
    1. Chapter 4: Entities
      1. Entity Explanation
      2. Entity Types
      3. Entities in ER/Studio
        1. Creating Entities
        2. Editing Entities
        3. Moving Entities
        4. Resizing Entities
        5. Changing the Appearance of Entities
        6. Copying Entities
        7. Finding Entities
        8. Deleting Entities
      4. Exercise 4.1: Creating Entities in ER/Studio
    2. Chapter 5: Submodels
      1. Submodel Explanation
      2. Submodels in ER/Studio
        1. Creating Submodels
        2. Editing Submodels
        3. Moving Submodels
        4. Deleting Submodels
      3. Exercise 5.1: Changing Settings in Submodels
      4. Exercise 5.2: Creating Three More Submodels
      5. Exercise 5.3: Creating Title Blocks for each Submodel
    3. Chapter 6: Attributes and Domains
      1. Attribute Explanation
      2. Attribute Types
      3. Attributes in ER/Studio
        1. Creating Attributes
        2. Editing Attributes
        3. Moving Attributes
        4. Defining Attributes
        5. Changing the Appearance of Attributes
        6. Copying Attributes
        7. Finding Attributes
        8. Deleting Attributes
      4. Exercise 6.1: Creating Attributes in ER/Studio
      5. Key Explanation
        1. Candidate Key
        2. Primary and Alternate Keys
        3. Surrogate Key
        4. Foreign Key
        5. Inversion Entry
      6. Exercise 6.2: Clarifying Customer ID
      7. Keys in ER/Studio
        1. Creating a Key
        2. Editing a Key
      8. Exercise 6.3: Creating Keys in ER/Studio
      9. Domain Explanation
      10. Domains in ER/Studio
    4. Chapter 7: Relationships
      1. Relationship Explanation
      2. Relationship Types
      3. Cardinality
      4. Independent vs. Dependent Entities
      5. Recursion
      6. Subtyping
      7. Exercise 7.1: Reading a Model
      8. Data Modeling Notations
      9. Relationships in ER/Studio
        1. Creating Relationships
        2. Creating Subtypes
        3. Creating Recursive Relationships
        4. Editing Relationships
        5. Moving Relationships
        6. Changing the Appearance of Relationships
        7. Finding Relationships
        8. Deleting Relationships
      10. Exercise 7.2: Creating Relationships in ER/Studio
  6. Section III: Conceptual, Logical, and Physical Data Models
    1. Chapter 8: Conceptual Data Models
      1. Conceptual Data Model Explanation
      2. Relational and Dimensional Conceptual Data Models
        1. Relational CDM Example
        2. Dimensional CDM Example
      3. Creating a Conceptual Data Model
      4. Exercise 8.1: Creating a Conceptual Data Models in ER/Studio
      5. Exercise 8.3: Segmenting the Publisher CDM into Submodels
      6. Exercise 8.4: Creating a Conceptual Data Model for Your Organization
    2. Chapter 9: Logical Data Models
      1. Logical Data Model Explanation
      2. Relational and Dimensional Logical Data Models
        1. Relational LDM Example
        2. Dimensional LDM Example
      3. Creating a Relational Logical Data Model
        1. Normalization
        2. Abstraction
      4. Exercise 9.1: Creating a Logical Relational Data Model in ER/Studio
      5. Creating a Dimensional Logical Data Model
    3. Chapter 10: Physical Data Models
      1. Physical Data Model Explanation
      2. Relational and Dimensional Physical Data Models
        1. Relational PDM Example
        2. Dimensional PDM Example
      3. Creating a Physical Data Model in ER/Studio
        1. Generating a Physical Data Model from a Logical Data Model
        2. Generating a Physical Data Model from a Database (Reverse Engineering)
        3. Generating a Physical Data Model from a SQL File
        4. Editing Tables
        5. Customizing Datatype Mapping
      4. Denormalization
        1. Rolldown Denormalization
        2. Rollup Denormalization
        3. Star Schema
      5. Denormalizing in ER/Studio
      6. Exercise 10.1: Denormalizing in ER/Studio
      7. Views
      8. Views in ER/Studio
      9. Exercise 10.2: Creating Views in ER/Studio
      10. Indexing
      11. Indexing in ER/Studio
      12. Exercise 10.3: Indexing in ER/Studio
      13. Partitioning
      14. Partitioning in ER/Studio
      15. Exercise 10.4: Partitioning in ER/Studio
      16. Exercise 10.5: Tracing from Physical back to Logical
  7. Section IV: Additional ER/Studio Features
    1. Chapter 11: Data Dictionary
      1. Importing a Data Dictionary
      2. Types of Objects Imported from a Data Dictionary
        1. Domains
        2. Domains in ER/Studio
        3. Exercise 11.1: Creating Domains in ER/Studio
        4. User-Defined Datatypes
        5. User-Defined Datatypes in ER/Studio
        6. Exercise 11.2: Creating User-Defined Datatypes in ER/Studio
        7. Reference Values
        8. Reference Values in ER/Studio
        9. Exercise 11.3: Creating Reference Values in ER/Studio
        10. Attachments
        11. Attachments in ER/Studio
        12. Exercise 11.4: Creating Attachments in ER/Studio
    2. Chapter 12: Data Lineage
      1. Using the Data Lineage Tab
      2. Defining Source Systems in ER/Studio
      3. Creating Data Movement Rules in ER/Studio
      4. Creating a Data Flow in ER/Studio
      5. Using the Table Editor to Further Document Lineage
      6. Using the Column Editor to Further Document Lineage
      7. Exercise 12.1: Creating a Data Lineage
    3. Chapter 13: Macros
      1. Running Macros
      2. Top 5 Favorite Macros
      3. Creating Macros
      4. Editing Macros
      5. Deleting Macros
      6. Renaming Macros
      7. Exercise 13.1: Creating and Running Macros
    4. Chapter 14: Importing, Exporting, Printing, and Reporting
      1. Importing into ER/Studio
      2. Exporting out of ER/Studio
        1. Exporting to External Metadata
        2. Exporting to XML
        3. Exporting to a SQL file
        4. Exporting an Image
      3. Printing in ER/Studio
      4. Reporting in ER/Studio
      5. Exercise 14.1: Importing, Exporting, Printing, and Reporting
    5. Chapter 15: Naming Standards
      1. Creating a Naming Standards Template
      2. Applying the Naming Standards Utility
      3. Assigning Naming Standards to Objects
      4. Exercise 15.1: Creating a Naming Standard Template in ER/Studio
    6. Chapter 16: Compare/Merge Utility
      1. Comparing Models and Submodels in ER/Studio
      2. Exercise 16.1: Running the Compare and Merge Utility in ER/Studio
  8. Appendix A: References
  9. Appendix B: Answers to Exercises
    1. Exercise 1.1: Educating Your Neighbor
    2. Exercise 5.1: Changing Settings in Submodels
    3. Exercise 6.2: Clarifying Customer ID
    4. Exercise 7.1: Reading a Model
    5. Exercise 8.1: Creating a Conceptual Data Model in ER/Studio
    6. Exercise 9.1: Creating a Logical Relational Data Model in ER/Studio
  10. Appendix C: Glossary
  11. Appendix D: ERStudio Commands Quick Reference
  12. Index