1. Metadata
Best
Prac,ces
Modelling
best
prac1ces
for
Database
Developers
Damien
Bootsma
So-ware
Consultant
The most comprehensive Oracle applications & technology content under one roof

2. Overview
• Why?
• Metadata
to
consider
capturing
• Pushing
the
boat
out…
• Q
&
A
The most comprehensive Oracle applications & technology content under one roof

3. Model
beyond
this…
The most comprehensive Oracle applications & technology content under one roof

4. Why?
• Lack
of
documentaGon
for
our
DBs
• Common
data
lives
in
a
variety
of
systems
• Lineage
and
impact
across
systems
is
crucial
• DB
funcGonality
is
not
trivial
The most comprehensive Oracle applications & technology content under one roof

5. Why?
• Who
are
your
customers?
App
/
DB
Dev
Business
Analysts
ETL
Process
Data
Analysts
Architects
Network
/
DBAs
Ops
The most comprehensive Oracle applications & technology content under one roof

6. What’s
Metadata?
• Describes
the
characterisGc
of
a
resource
– More
than
NAME
&
DATA
TYPE
• Data
security
• Compliance
metadata
• Stewardship
• Governance
• Workflow
• Reference
Values
The most comprehensive Oracle applications & technology content under one roof

7. Why?
• Good
metadata
comes
from
a
true
understanding
of
your
data!
• Data
à
InformaGon
• InformaGon
à
Knowledge
• Knowledge
à
Power
The most comprehensive Oracle applications & technology content under one roof

8. Capturing
important
Metadata
• Domains
• Security
&
Compliance
• Reference
Values
• Business
Rules
The most comprehensive Oracle applications & technology content under one roof

9. Domains
• What
are
they?
– Define
the
characterisGc
for
a
type
of
aVribute
– Eg:
Name:
DESCRIPTION
Data
Type:
VARCHAR(150)
DescripGon:
Describe
the
behavior
of
the
current
EnGty
• Benefit>
– Consistency:
Same
domain
is
applied
to
all
instances
of
aVribute
type
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10. Domains
• Varchar(30) • Varchar(20) • Varchar(max) • Varchar(100)
• Null • Not Null • Null • Not Null
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11. Domains
Impact
Analysis /
Inheritance /
Where Used
The most comprehensive Oracle applications & technology content under one roof

12. Security
&
Compliance
• What
is
it?
– Describing
authorisaGon
and
permissions
for
specific
data
– Describe
any
compliance
mandates
applicable
to
data
elements
• Benefit>
– Configure
DB
to
enable
certain
security
mechanisms
– Develop
correct
funcGonality
based
on
compliance
and
security
The most comprehensive Oracle applications & technology content under one roof

13. Security
&
Compliance
Industries Mandates Guidance
Sarbanes-Oxley
Financial Services GLBA PCAOB
Basel II COSO
Healthcare/Pharma HIPAA CobiT
21 CFR Part 11 FFIEC
Federal Government PCI DSS ISO 17799
State Data Breach NIST 800-66
Retail Disclosure Laws NIST 800-53
FISMA DoD STIG
Energy Int’l. Data Privacy Laws ITIL
FERC/NERC
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14. Reference
Values
• What
is
it?
– Data
such
as
codes
&
values
that
represent
correct
&
possible
values
for
a
given
aVribute
• Benefit>
– Consistency
of
data
– IdenGfy
such
data
&
ensure
it
is
correctly
in
the
DB
&
not
in
the
logic
layer
The most comprehensive Oracle applications & technology content under one roof

15. Business
Rules
• What
is
it?
– Statement
that
defines
or
constrains
some
aspect
of
the
business
• Benefit>
– Drives
database
design
and
implementaGon
– Adds
addiGonal
context
for
database
development
The most comprehensive Oracle applications & technology content under one roof

16. Business
Rules
• Simple
Bank
Example:
• Create
a
Stored
Procedure
that
lists
all
customers
eligible
for
further
discounts
on
their
current
mortgage
• Business
Rule:
Employees
that
hold
a
mortgage
with
the
bank
that
have
worked
for
the
bank
for
less
than
3
years
are
not
eligible
for
further
discounts
The most comprehensive Oracle applications & technology content under one roof

17. Storing
Metadata
• Where
is
your
metadata?
– Other
modeling
tools
– Metadata
repository
– Source
code
control
– Business
apps
– Issue
tracking
systems
• How
can
you
monitor
and
integrate
the
sources
together
The most comprehensive Oracle applications & technology content under one roof

18. Where
can
I
find
my
Metadata?
Social
Media
Tools
• Facebook,
twiVer,
etc
Online
CollaboraGon
Modeling
&
Metadata
tools
Tools
• ER
Tools,
UML
• Google
Wave,
Google
modeling,
“Big
R”
Sites,
EtherPad,
repositories,
BPM
Sharepoint,
other
wiki
diagramming,
Visio,
technology
etc
TradiGonal
Issue
Tracking
Business
Apps
• Remedy,
Tivoli,
• MS
Office,
e-­‐mail,
JIRA,
etc
Lotus,
Open
Office,
Google
Docs,
etc
The most comprehensive Oracle applications & technology content under one roof

19. Find
the
centre…
Social
Media
Tools
Modeling
&
• Facebook,
twiVer,
etc
Online
CollaboraGon
Metadata
tools
Tools
• ER
Tools,
UML
• Google
Wave,
Google
modeling,
“Big
R”
Sites,
EtherPad,
repositories,
BPM
Sharepoint,
other
wiki
diagramming,
Visio,
technology
etc
???
TradiGonal
Business
Apps
Issue
Tracking
• MS
Office,
e-­‐mail,
• Remedy,
Tivoli,
Lotus,
Open
Office,
JIRA,
etc
Google
Docs,
etc
The most comprehensive Oracle applications & technology content under one roof

20. Capture
“Everything”
• “Everything”
that
is
necessary
and
nothing
more
– DefiniGon
of
“everything”
will
be
based
on
your
audience(s)
– How
“everything”
is
stored
will
be
based
on
how
it
is
accessed
The most comprehensive Oracle applications & technology content under one roof

21. Pushing
the
Boat
out…
UML
• Sequence
Diagrams
– Flow
of
a
complex
Stored
Procedure/FuncGon/
Trigger
– Contains
appropriate
constructs
• Tables/Views
• Statements
(Insert,
Select,
Delete,
Update)
• Flow
control
(branching
&
Looping)
– Picture
is
worth
a
thousand
words
The most comprehensive Oracle applications & technology content under one roof

22. Pushing
the
boat
out…
UML
The most comprehensive Oracle applications & technology content under one roof

23. Summary
• AddiGonal
metadata
gives
us
a
more
thorough
view
for
development
• ‘Everything’:
Use
Metadata
that
will
help
you
and
fellow
developers
• Consider
UML
as
a
vehicle
for
complex
funcGonality
• Get
Involved!
Model
unto
others…
The most comprehensive Oracle applications & technology content under one roof

24. Thank
you
damien.bootsma@embarcadero.com
The most comprehensive Oracle applications & technology content under one roof