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Creating Enterprise Standards with
CA ERwin® Data Modeling
Terry Hanks – CA Presales Consultant
Abstract


• As data volumes increase, and organizations are faced with data
  integration challenges associated with mergers and acquisitions,
  master data management, business intelligence, and/or data
  governance initiatives, the need to create consistent, reusable
  standards is more critical than ever before. Standards help increase
  efficiency and quality by promoting reuse across the organization.




  PAGE 2
Speaker Bio

• Terry Hanks is a CA Technologies Presales Consultant for the CA
  Erwin Modeling Family of products. He has worked with the
  Modeling Product line for 5 years.
• Prior to joining CA Technologies, Terry worked in the Health care IT
  industry.




  PAGE 3
Agenda

• Why Use Enterprise Data Standards
• Implementing Standards with CA ERwin Modeling
     – Leveraging Naming Standards and Domains
     – User Defined Properties (UDP’s)
     – Defining Data Type Standards
     – Using Model Templates
     – Sharing Standards using CA ERwin Model Manager
     – Reporting to Stakeholders using Crystal Reports
• Live Demo
• Q&A


 PAGE 4
Why use Enterprise Standards?

• Business decisions are based on data – bad data or design
  results in bad business decisions
• Benefits of using data standards:
    – Increased Efficiency
    – Increased Data Quality
    – Promotes Reuse and Communication across the organization.




  PAGE 5
Who uses Enterprise Standards?

• Many types of initiatives can benefit from Enterprise Standards
             Data Warehousing
             Master Data Management (MDM)
             Mergers and Acquisitions
             Data Integration
             Application Development
             Data Quality
             Data Governance




 PAGE 6
Using Naming Standards

 • What is a Naming Standard?
     – A glossary of words and abbreviations that can be used in model object
       names
 • Why use the Naming Standards Editor?
     – Develop model naming standards
     – Check model names for accuracy
     – Name model objects in models derived from other models
     – Reuse of standards across the enterprise




 PAGE 7
Using Domains

 • What is a Domain?
     – A set of values and rules assigned to a data element
          • Example: Data types, Validation rules
     – Used to quickly assign properties to columns
 • Why use Domains?
     – Speeds Design process
     – Easy to maintain
     – Use across entire model




 PAGE 8
Using User Defined Properties (UDPs)


• What is a UDP ?
   – Provides the ability to define custom model object properties
• Why use UDPs?
   – Further documentation of model objects
   – Clarification for users or viewers of models
   – Standardize usage across models
• Examples of Common UDPs
   – Data Stewards, Status, Document attachments, etc.




 PAGE 9
Using Datatype Standards


 • What is a Datatype Standards file?
     – Includes user-defined datatypes and mapping information that is needed to
       convert logical & physical datatypes.
 • Why use a Datatype Standards file?
     – Converting models from Logical to Physical
     – Converting models from one Physical DBMS to another
     – Deriving multiple models from one source
     – Introducing new data types




 PAGE 10
Using Model Templates with Standards

• What is a Model Template?
   – A starting point for new models containing reusable objects such as:
           • Domains
           • Naming standards
           • Formatting options
           • Etc.
• Why use a Model Template?
   – Provides Standardization and Reuse
   – Speeds up development/altering of models/databases




 PAGE 11
Sharing Standards Using CA ERwin Model Manager

 • What is CA ERwin Model Manager?
     – Central location for storing standards, such as:
           • Naming Standards
           • Datatype Standards
           • Model Templates
     – Collaboration for use, reuse, and audit
 • Why use CA ERwin Model Manager?
     – Reuse of core data assets
     – Efficiencies for team collaboration
     – Access to other models for sharing objects via Complete Compare




 PAGE 12
Reporting to Stakeholders


• Sharing information in customizable formats
• CA ERwin Data Modeler provides multiple reporting options
     – HTML
     – PDF
     – Text
     – RTF
     – Crystal Reports
     – OBDC queries
• In addition, these reports may be filtered by Subject Areas or
  Stored Displays


 PAGE 13
Demo


• CA ERwin Data Modeler Enterprise Standards Demo




PAGE 14
Visit www.ERwin.com




 PAGE 15
Questions?




 PAGE 16

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Creating enterprise standards 09302010

  • 1. Creating Enterprise Standards with CA ERwin® Data Modeling Terry Hanks – CA Presales Consultant
  • 2. Abstract • As data volumes increase, and organizations are faced with data integration challenges associated with mergers and acquisitions, master data management, business intelligence, and/or data governance initiatives, the need to create consistent, reusable standards is more critical than ever before. Standards help increase efficiency and quality by promoting reuse across the organization. PAGE 2
  • 3. Speaker Bio • Terry Hanks is a CA Technologies Presales Consultant for the CA Erwin Modeling Family of products. He has worked with the Modeling Product line for 5 years. • Prior to joining CA Technologies, Terry worked in the Health care IT industry. PAGE 3
  • 4. Agenda • Why Use Enterprise Data Standards • Implementing Standards with CA ERwin Modeling – Leveraging Naming Standards and Domains – User Defined Properties (UDP’s) – Defining Data Type Standards – Using Model Templates – Sharing Standards using CA ERwin Model Manager – Reporting to Stakeholders using Crystal Reports • Live Demo • Q&A PAGE 4
  • 5. Why use Enterprise Standards? • Business decisions are based on data – bad data or design results in bad business decisions • Benefits of using data standards: – Increased Efficiency – Increased Data Quality – Promotes Reuse and Communication across the organization. PAGE 5
  • 6. Who uses Enterprise Standards? • Many types of initiatives can benefit from Enterprise Standards  Data Warehousing  Master Data Management (MDM)  Mergers and Acquisitions  Data Integration  Application Development  Data Quality  Data Governance PAGE 6
  • 7. Using Naming Standards • What is a Naming Standard? – A glossary of words and abbreviations that can be used in model object names • Why use the Naming Standards Editor? – Develop model naming standards – Check model names for accuracy – Name model objects in models derived from other models – Reuse of standards across the enterprise PAGE 7
  • 8. Using Domains • What is a Domain? – A set of values and rules assigned to a data element • Example: Data types, Validation rules – Used to quickly assign properties to columns • Why use Domains? – Speeds Design process – Easy to maintain – Use across entire model PAGE 8
  • 9. Using User Defined Properties (UDPs) • What is a UDP ? – Provides the ability to define custom model object properties • Why use UDPs? – Further documentation of model objects – Clarification for users or viewers of models – Standardize usage across models • Examples of Common UDPs – Data Stewards, Status, Document attachments, etc. PAGE 9
  • 10. Using Datatype Standards • What is a Datatype Standards file? – Includes user-defined datatypes and mapping information that is needed to convert logical & physical datatypes. • Why use a Datatype Standards file? – Converting models from Logical to Physical – Converting models from one Physical DBMS to another – Deriving multiple models from one source – Introducing new data types PAGE 10
  • 11. Using Model Templates with Standards • What is a Model Template? – A starting point for new models containing reusable objects such as: • Domains • Naming standards • Formatting options • Etc. • Why use a Model Template? – Provides Standardization and Reuse – Speeds up development/altering of models/databases PAGE 11
  • 12. Sharing Standards Using CA ERwin Model Manager • What is CA ERwin Model Manager? – Central location for storing standards, such as: • Naming Standards • Datatype Standards • Model Templates – Collaboration for use, reuse, and audit • Why use CA ERwin Model Manager? – Reuse of core data assets – Efficiencies for team collaboration – Access to other models for sharing objects via Complete Compare PAGE 12
  • 13. Reporting to Stakeholders • Sharing information in customizable formats • CA ERwin Data Modeler provides multiple reporting options – HTML – PDF – Text – RTF – Crystal Reports – OBDC queries • In addition, these reports may be filtered by Subject Areas or Stored Displays PAGE 13
  • 14. Demo • CA ERwin Data Modeler Enterprise Standards Demo PAGE 14