Reference data management with Metastudio DRM. Key element of #BusinessIntelligence and #DataGovernance projects.

1. Sanmargar Metastudio DRM
General product presentation
1

2. 2Metastudio DRM. General product presentation.
Agenda
About SanmargarTeam
Introduction: Master Data, Reference Data, Meta Data
Metastudio DRM. Use cases,Architecture, Key Features
Useful info
2016-07-01

3. 3
SanmargarTeam
About us
• On the market since 2005
• Business Intelligence specialisation
• Enterprise class customers
• Finance, Energy, Utilities,Telco sectors
COMPETENCIES
• Data integration, processing and migration
• Reference Data Management
• Data Quality Management
• Data Warehouse and reporting solutions
• CRM solutions
• Planning & Budgeting solutions
• Design, Implementation,Audits
PROPRIETARY SOLUTIONS
• Reference Data Management
• Customer 360View
• Data cleansing, standardisation
& de-duplication
Metastudio DRM. General product presentation.2016-07-01

4. 4
SanmargarTeam
Offer summary
Selected Customers
• AGORA SA (*)
• Jastrzebska Spolka Weglowa SA (*)
• BNP Paribas Polska SA (*)
• Energa Obrot SA (*)
• Bank BGZ (*)
• Raiffeisen Bank Polska SA (*)
• Multimedia Polska SA (*)
• Ultimo SA (*)
• PLL LOT SA (*)
• Polska Spolka Gazownictwa
• PGE (*)
• PGNIG
• Cyfrowy Polsat SA (*)
• Poczta Polska SA
• Axcess Financial Poland
(*) Metastudio DRM references
Proprietary solutions
• Reference Data Management (Metastudio DRM)
• Data Quality Management (Sanmargar DQS)
• Customer 360 View (Sanmargar CKK)
Technologies
Competencies
• Business Intelligence
• Data Warehouse and reporting solutions
• Data integration, processing & migration
• Customer Information Integration
• IT processes & strategy analysis
Metastudio DRM. General product presentation.2016-07-01

5. 5Metastudio DRM. General product presentation.
Agenda
About Sanmargar Team
Introduction: Master Data, Reference Data, Meta Data
Metastudio DRM. Use cases,Architecture, Key Features
Useful info
2016-07-01

6. Master Data
A set of trusted data of business objects which are agreed on and shared across
the enterprise (e.g. customer records, products, employees, etc.).
Wikipedia
• Provide description of basic subjects of business processes
• Depend on company’s business model, may include among others:
• Counterparties (customers, suppliers, subcontractors, sales partners)
• Products or services
• Employees
• Organisational Units
• Provide transactional data with suitable context (transactional data should be
linked with master data)
• Valid in periods rather than in particular moments of time (slowly changing in
nature)
• Basis for DataWarehouse / Business Intelligence analytical dimensions
construction
2016-07-01 Metastudio DRM. General product presentation. 6
Master Data, Reference Data, Meta Data

7. Reference Data
In the context of data management, the data describing the permissible values
used in other data sets (i.e. fact, events, transactions or customers tables).
Wikipedia
• Define
• Master Data grouping and hierarchies
• Master andTransactional Data attribute values
(code, description / label)
• Attribute values recoding maps
• Data processing rules and parameters
• Cover both external (standard) and internal
(company specific) data sets
• Valid either permanently or for specific periods of time
• Usually distributed across multiple systems,
especially important for DataWarehouse /
Business Intelligence systems.
Metastudio DRM. General product presentation. 7
Master Data, Reference Data, Meta Data
2016-07-01

8. Meta Data (also Metadata)
Data that provide information about other data – structured
information used to describe information resources or objects,
providing details of their attributes in order to make them easier to
find or manage.
Wikipedia
• Technical Meta Data
• System name, Data type, Data size,Value constraints (PK, FK, Not NULL,
Check), Resources,Technical parameters
• Stored in data processing, data management and data analysis systems
• Business Meta Data
• Business name (Title), Description, Keywords, Categories,Author, Owner,
Purpose, Impact and Lineage info, Period of validity, Modification timestamp
• Stored in data processing, data management and data analysis systems, but in
Business Catalogue solutions as well.
Metastudio DRM. General product presentation. 8
Master Data, Reference Data, Meta Data
2016-07-01

9. Metastudio DRM
Reference Data Management solution, enabling Business Units to
take the responsibility for the process.
Metastudio DRM. General product presentation. 9
Master Data, Reference Data, Meta Data
One place
Various groups
of users
Thousands of
dictionaries…
…from many
sources
2016-07-01

10. 10Metastudio DRM. General product presentation.
Agenda
About Sanmargar Team
Introduction: Master Data, Reference Data, Meta Data
Metastudio DRM. Use cases,Architecture, Key Features
Useful info
2016-07-01

11. • Enterprise reporting and analytical systems
• Business labels for value codes
• Grouping hierarchies
• Analytical dimension hierarchies
• KPI definitions
• Data Warehouses
• Attribute values recoding maps
• Data aggregation and allocation keys
• Data validation rules
• Data processing parameters and metadata
• Subject specific systems
• List of values
• Code descriptions
• Rate tables
• Product and material indexes
Metastudio DRM. General product presentation. 11
Metastudio DRM
Use cases
2016-07-01

12. 12Metastudio DRM. General product presentation.
Metastudio DRM
Architecture
Solution host
Java application server
Meta Data
LDAP
Reference Data
– various databases
JDBC
Administrator
User
User
HTTP/HTTPS
Metastudio DRM
application
container
Linux orWindows
Any operating system supporting Java
may be used.
JDBC data sources
Many database engines supporting
JDBC protocol for reference data.
Web user interface
Full functionality available through
popular web browsers.
LDAP /Windows AD
User authentication with external
LDAP orWindows AD service
2016-07-01

13. • Central repository of the managed reference data, organised into
a hierarchical structure of folders and objects
• Central application server for the solution, limiting technical
requirements on the user side to JavaScript enabled web browser
• Integration with external
authentication services
(LDAP, Windows AD)
• RDM characteristic data
managing mechanism
Metastudio DRM. General product presentation. 13
Metastudio DRM
Key features (1/3)
2016-07-01

14. • Authorization system, which enables controlling of user access level
with respect to specific folders and objects of the reference data
repository
• Automatic registration of author and modification time on a row level
• Edition and presentation of reference data in a flat or hierarchical
(parent-child) structures
• Portlets in the form of
websites embedded in the
application
• Layouts of related dictionaries
and portlets in the form of
master-details views
• Periods of validity for specific
entries of reference data
Metastudio DRM. General product presentation. 14
Metastudio DRM
Key features (2/3)
2016-07-01

15. • Reference Data validation and verification mechanisms
• Audit of actions performed by the users at the level of user
accounts, objects, date and time, as well as incident type
• Export and import of Reference Data to CSV,TXT, XLS files
• Reference Metadata and Data
search engine
• Protection against changes
on a column level
• Column default values
• Value constraints
(text masks, RegExp, LoV,
data ranges)
Metastudio DRM. General product presentation. 15
Metastudio DRM
Key features (3/3)
2016-07-01

16. 16Metastudio DRM. General product presentation.
Agenda
About Sanmargar Team
Introduction: Master Data, Reference Data, Meta Data
Metastudio DRM. Use cases,Architecture, Key Features
Useful info
2016-07-01

17. • Product info: http://sanmargar.com/produkt/metastudio-drm/
• White Paper: https://goo.gl/k2CqPt
• Product presentations: http://www.slideshare.net/sanmargar/
• Demo: http://ms3-demo.sanmargar.com:8080/msdemo
Metastudio DRM. General product presentation. 17
Metastudio DRM
Useful info
2016-07-01

18. SanmargarTeam sp. z o.o.
Lukowska 1 lok 133, 04-133Warszawa
www.sanmargar.com; office@sanmargar.com
Additional info
Metastudio DRM. General product presentation. 18
Michal Chronowski
Proxy of the Management Board
michal.chronowski@sanmargar.pl
+48 661 321 361
2016-07-01