The document discusses integrating ERP and CRM metadata into data modeling and enterprise data architecture. It highlights the challenges of accessing useful metadata from these systems and introduces Safyr as a software solution to simplify the extraction and sharing of metadata. The content also covers various aspects of data governance, modeling, and flow management related to enterprise data.

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INTEGRATE ERP AND CRM METADATA INTO ER/STUDIO
OCTOBER 30, 2018
Ron Huizenga - IDERA
Nick Porter – Silwood Technology Ltd.
@DataAviato
r

2. 2© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 2© 2018 IDERA, Inc. All rights reserved.
AGENDA
 Using ERP and CRM metadata in data models
 Accessing & harvesting the metadata
• Creating data models
 Incorporating into Enterprise Data Architecture
• Enterprise models
• Governance
• Data Flows & Lineage
 Q & A

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MODELING AND GOVERNING THE DATA
• Identify data stores
• Reverse engineer
Where is the data?
• Naming standards
• Universal mappings to link entity instances
What is it?
• Visual data lineage
• Business process models
Where did it come from?
• Data dictionary
• Business Glossary
What does it mean?
• Reference & master data management
• Attachments (Enterprise data dictionary)
• Security classifications (Enterprise data dictionary)
• Regulatory policies (Team Server)
How do I govern it?

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GETTING DATA MODELS FROM ERP/CRM SYSTEMS
 Why would you want to do this?
• Vital business information that you will want to:
• Understand
• Govern
 Data Professionals need to do their job on all data sources
 Data Modelling is a good way to understand the contents of these packages

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PROBLEMS
 ‘Useful’ metadata not in the system catalog
• Not (usually) helpful table/column names
• No PK/FK constraints
 Complex and large
 Customised
 Multiple instances

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SAFYR – A UNIQUE SOFTWARE PROPOSITION
• Software to make ERP/CRM metadata easy to access, understand and share
• Data professionals can explore metadata in large packaged applications
• Does this by extracting metadata from the ERP/CRM data dictionary
• Not just an ’interface’ – more than just a scanner for ERP or CRM’s

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SAFYR – CATALOGING APPLICATION METADATA

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SAFYR DEMONSTRATION

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ENTERPRISE MODEL

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SALESFORCE: CLASSIFICATION AND SECURITY METADATA

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SAP CUSTOMER: CLASSIFICATION AND SECURITY METADATA

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ENTITY INSTANCES
Repository
Universal Mappings

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CUSTOMER - UNIVERSAL MAPPINGS
 Ability to link “like” or related objects
• Within same model file
• Across separate model files
 Entity/Table level
 Attribute/Column level

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DATA FLOW AND LINEAGE

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CUSTOMER BUSINESS TERM: RELATED ENTITIES/TABLES

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ER OBJECT: RELATED TERMS & POLICIES

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THANKS!
Any questions?
You can find me at:
ron.huizenga@idera.com
@DataAviator
Learn more at www.idera.com