Data Loading Best Practice
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- Blaze Warren
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1 Data Loading Best Practice PPDM Association Richard Cook ETL Solutions Raising data management standards
2 Agenda Data loading PPDM Mapping tables Automated population of PPDM Data Management tables
3 Introduction PPDM/PNEC Data management perspective: Education Certification Preserving knowledge Process
4 Data loading is important
5
6 Three scenarios Migration Data Integration Loading All requiring mapping rules
7 Data loaders One-off or batch load of data into target system PPDM 3.8
8 Data integration Middleware eg OpenSpirit Real time integration of disparate systems Workflow Data connectors Geographix Communications Kingdom PPDM
9 Data migration Old New Data migration
10 The business view of data migration Business issue, not technical Business knows best Don t expect perfection Metrics
11 Data migration methodologies PDM (Practical Data Migration) Johny Morris Course PDM certification Abstract v2 Providers Most companies providing data migration services/products have a process Ours is PDM-like, but more concrete Documentation templates
12 Agenda Data loading challenges Best practices in tools and methodology
13 Services overview Data migration service Business engagement Migration project Legacy decommissioning Data quality rules management Migration QA/QC Project management Requirements analysis Landscape analysis Core migration Legacy data source management Party boundary management Premigration Data assurance Assessments Project scoping Migration strategy definition Project structure assessment/rea diness review/ project rescue Staff competency assessment
14 Services overview Project scoping Configuration Core migration Requirements analysis Landscape analysis Data discovery Data modelling Data assurance Data review Data cleansing Migration design Testing design Migration development Testing development Execution Review Legacy decommissioning
15 What - Legacy landscape Satellites Archive SAP Legacy Report Application Excel Access DB VBA
16 Incremental migration Old and new systems run in parallel Data highway keeps both systems up-todate When all business processes migrated, turn off legacy Changes Old system Obvious problem... New system App
17 Eradicate failure points Beware the virtual waterfall process Requirements Agile Development Migrate Signoff
18 Key points Be aware Look at data migration methodologies Look for and remove large risky steps Start early Ensure correct resources will be available No nasty budget surprises Use tools Build a happy virtual team
19
20 Agenda Data loading challenges Best practices in tools and methodology Rules
21 Rules are required Geographix PPDM Communications Kingdom PPDM
22 Single version of truth PPDM 3.8
23 PPDM physical model
24 External data sources PPDM 3.8
25 Domain expert mapping rules
26 Developer mapping rules
27 Documentation of mapping rules Word document for sign-off Data Management record How data was loaded Stored in your MDM data store Can be queried PPDM mapping tables
28 Test artifacts Here is where you do require some duplication Tests are stories Define what the system should do If it does, the system is good enough if the tests are complete If we use a single version of truth to generate tests, the tests will duplicate errors, not find them.
29 Use tools Use available metadata Abstract out data access layer Higher level DSL for the mapping rules Increase team communication developer/business Reduce boiler plate code One definition - central Specification and implementation Generate documentation
30 Graphical Tool
31 Text based tool
32 Generated documentation
33 Keep the PPDM data manager happy One of the many questions a data manager has about the data he/she manages: Data lineage: How did this data get here? PPDM 3.8
34 PPDM map tables
35 Transformation Manager
36 Map detail
37 Challenges Standard Mapping Rules Data Lineage Sample data Focus Understanding PPDM Best practice Variety Legacy
38 Questions Did you know about these tables? Who uses them? How do you use them? What features would be truly useful in a data loader tool?
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