Integrate ERP and CRM Metadata into ER/Studio
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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.
Integrate ERP and CRM Metadata into ER/Studio
- 1. 1© 2018 IDERA, Inc. All rights reserved. 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
- 3. 3© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 3© 2018 IDERA, Inc. All rights reserved. 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?
- 4. 4© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 4© 2018 IDERA, Inc. All rights reserved. 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
- 5. 5© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 5© 2018 IDERA, Inc. All rights reserved. PROBLEMS ‘Useful’ metadata not in the system catalog • Not (usually) helpful table/column names • No PK/FK constraints Complex and large Customised Multiple instances
- 6. 6© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 6© 2018 IDERA, Inc. All rights reserved. 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
- 7. 7© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 7© 2018 IDERA, Inc. All rights reserved. SAFYR – CATALOGING APPLICATION METADATA
- 8. 8© 2018 IDERA, Inc. All rights reserved. SAFYR DEMONSTRATION
- 9. 9© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 9© 2018 IDERA, Inc. All rights reserved. ENTERPRISE MODEL
- 10. 10© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 10© 2018 IDERA, Inc. All rights reserved. SALESFORCE: CLASSIFICATION AND SECURITY METADATA
- 11. 11© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 11© 2018 IDERA, Inc. All rights reserved. SAP CUSTOMER: CLASSIFICATION AND SECURITY METADATA
- 12. 12© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 12© 2018 IDERA, Inc. All rights reserved. ENTITY INSTANCES Repository Universal Mappings
- 13. 13© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 13© 2018 IDERA, Inc. All rights reserved. CUSTOMER - UNIVERSAL MAPPINGS Ability to link “like” or related objects • Within same model file • Across separate model files Entity/Table level Attribute/Column level
- 14. 14© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 14© 2018 IDERA, Inc. All rights reserved. DATA FLOW AND LINEAGE
- 15. 15© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 15© 2018 IDERA, Inc. All rights reserved. CUSTOMER BUSINESS TERM: RELATED ENTITIES/TABLES
- 16. 16© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 16© 2018 IDERA, Inc. All rights reserved. ER OBJECT: RELATED TERMS & POLICIES
- 17. 17© 2016 IDERA, Inc. All rights reserved. Proprietary and confidential. 17© 2018 IDERA, Inc. All rights reserved. THANKS! Any questions? You can find me at: [email protected] @DataAviator Learn more at www.idera.com