IMPORTING INFOSPHERE DATA ARCHITECT MODELS INFORMATION SERVER V8.7

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1 IMPORTING INFOSPHERE DATA ARCHITECT MODELS INFORMATION SERVER V8.7 Prepared by: March Haber, Last Updated: January, 2012

2 IBM MetaData Wrkbench Enablement Series Table f Cntents: Table f Cntents:...2 Intrductin...3 Objective...3 Lgical and Physical Mdels...4 IBM InfSphere Metadata Asset Manager...5 Imprting Data Mdels...6 IBM InfSphere Data Architect Metabrker... 6 Imprt InfSphere Data Architect Mdels... 7 Re-Imprt InfSphere Data Mdel Cmmand Line Imprt f InfSphere Data Mdels...14 Review and Publish Data Mdels...16 Understanding and Displaying Data Mdels...19 Brwsing Physical Mdels frm the Metadata Wrkbench Viewing Data Mdel Implemented Relatinships Managing Lgical and Physical Mdels using IBM InfSphere Metadata Wrkbench Deleting Lgical Mdels, Physical Mdels and Database Systems...23 Defining Lgical and Physical Mdel Implementatin...26 Summary...28 Page 2 f 29

3 IBM MetaData Wrkbench Enablement Series Intrductin The Metadata Wrkbench presents a 360 view f Data Mdels and Surces, their defined meaning frm Business Glssary and usage within DataStage ETL develpment. Data is at the cre f Infrmatin Server and therefre prper management and understanding f such is essential and remains at the hub f the IBM Infrmatin Server. Fr purpses f understanding and identificatin it becmes imperative that care be taken in hw data structures are imprted int the IBM Infrmatin Server. Fllwing the steps utlined belw will ensure prper display f Data Mdels and their implemented Database Systems. Objective Learn hw t imprt Lgical and Physical Data Mdels, understanding their structures and dependencies within the IBM Infrmatin Server applicatins. Page 3 f 29

4 IBM MetaData Wrkbench Enablement Series Lgical and Physical Mdels Lgical r Physical Mdels may be assigned a Business Term, Business Label r a Data Steward via InfSphere Business Glssary r InfSphere MetaData Wrkbench, in additin t allwing the authring f its Descriptin r Business Name. Lgical Mdels include Entities and Attributes, and are implemented by Physical Mdels r Database Schemas. Physical Mdels include Design Tables and Clumns, and are implemented by a Database Schema, while they implement a Lgical Mdel. When imprted, the fllwing cmpnents and relatinships are captured and defined: Lgical Mdel Lgical Entity Lgical Attribute Physical Mdel Design Table Design Clumn Subject Area Lgical representatin f data bjects which relate t a business dmain and gvern their assciatins in real-wrld applicatins. Lgical mdels cnsist f entities and relatinships, and are implemented by a physical mdel r database schema. Represent the data structures f the mdel. An entity defines attributes, keys and cnstraints, and is implemented by a Design Table r Database Table. A unit f data r characteristic f an entity which defines purpse and structure. An attribute is implemented by a Design Clumn r by a Database Clumn. A design schema fr infrmatin assets which defines the data structures and their relatinships. A physical data mdel implements a Lgical Mdel and is implemented by a Database Schema. Represents a table structure within the Physical Mdel. The design table defines clumns, candidate keys, and freign key relatinships. A design table implements a Lgical Entity and is implemented by a Database Table. A prperty r characteristic f a design table that defines its structure. A design clumn implements a Lgical Attribute and is implemented by a Database Clumn. A fcused business area r dmain which assciates and grups Lgical Entities. A Lgical Entity may be included in mre than ne subject area. Page 4 f 29

5 IBM MetaData Wrkbench Enablement Series IBM InfSphere Metadata Asset Manager The InfSphere Metadata Asset Manager is installed as part f the IBM InfSphere Infrmatin Server and is accessed via a Web Brwser. The default URL t access the applicatin is: The imprt prcess includes reading the InfSphere Data Architect Lgical r Physical Data Mdel file, preview and publishing f the imprted metadata t the Infrmatin Server Repsitry. The tl plays an imprtant rle f satisfying the data quality, business and develpment requirements. Fr the imprt f InfSphere Data Architect Data Mdels, in additin t installing the Metadata Asset Manager within the Services Tier, ne must install the Metadata Interchange Agent n the Client Tier. The Metadata Interchange Agent will install the underlying imprt bridges and brkers. A user perfrming the imprt f Data Mdels must be assigned the rle f Cmmn Metadata Imprter. The Metadata Asset Manager must be cnfigured t include an Interchange Server prir t starting the imprt prcess. The Interchange Server designates the cmputers where the bridges and cnnectrs have been installed. Click here t view instructins n defining an Interchange Server. Refer here fr cmplete infrmatin n the Metadata Asset Manager. Page 5 f 29

6 IBM MetaData Wrkbench Enablement Series Imprting Data Mdels IBM InfSphere Data Architect Metabrker One may imprt InfSphere Data Mdels using the imprt brker. The imprt f a Lgical Mdel utilizes the LDM file created within the mdeling tl and will create Lgical Mdels, Lgical Entities and Lgical Attributes. The imprt f a Physical Mdel utilizes the DBM file created within the mdeling tl and will create Physical Mdels, Design Tables, Design Clumns, Database Schema, Database Table and Database Clumn artifacts and their relatinships. The imprt prcess will attempt t set the implementatin relatinship between the imprted Lgical Mdel and Physical Mdel artifacts. Additinally, a user may set this relatinship within the Metadata Asset Manager; fllw the Define Mdel Implementatin steps belw, t manually define these relatinsips. Subsequent imprts will synchrnize the underlying metadata, t reflect any changes in the Mdel artifacts, prvided the names f the assets d nt change. Requirements During the imprt prcess, the user will need t supply the fllwing infrmatin: InfSphere Data Architect Lgical Mdel file r InfSphere Data Architect Physical Mdel file Page 6 f 29

7 IBM MetaData Wrkbench Enablement Series Imprt InfSphere Data Architect Mdels Launch the Metadata Asset Manager Launch the Metadata Asset Manager by brwsing t the fllwing default URL: Lgn t the Metadata Asset Manager Select the Imprt tab, t begin a new imprt prcess. Click New Imprt Area t define a new area fr the imprt f InfSphere Data Architect Mdels. The imprt area allws subsequent re-imprt and management f the imprted mdel. Enter a name fr the imprt area. This name uniquely identifies the imprt prcess fr future re-imprt r administratin. Optinal: Enter a descriptin fr the imprt area t identify the mdel t be imprted r the imprt prcess. Select a previusly defined metadata interchange server. The metadata interchange server defines the cnnectivity between the Metadata Asset Manager and the InfSphere Data Mdel file. Brwse and expand the IBM flder, and select the IBM InfSPhere Data Architect Metabrker. Click Next t prceed. Page 7 f 29

8 IBM MetaData Wrkbench Enablement Series Specify the values fr the imprt parameters. The parameters identify the specific mdel t imprt. Brwse and select the File Lcatin. Select Metadata Interchange Server t brwse the File System where the Metadata Interchange Agent has been installed. Select Lcal Cmputer t brwse the File System f the lcal cmputer. Click the Brwse icn t brwse and select the InfSphere Data Architect Lgical Mdel file (LDM) r the InfSphere Data Architect Physical Mdel file (DBM). This example selects a Lgical Data Mdel file. Optinal: Select Imprt Lgical Data Mdel and Implementatin Relatinships t autmatically detect and assciate the imprted Lgical Mdel with previusly imprted Physical Mdel artifacts. Click Next t prceed. Page 8 f 29

9 IBM MetaData Wrkbench Enablement Series Specify the values fr the identity parameters. The identity parameters include the hst system, which helps a user identify and classify infrmatin within the IBM InfSphere Infrmatin Server. Brwse t select an existing hst system r enter the name f the hst system. The hst system must reflect the server where the implemented database has been deplyed. Brwse t select an existing database system r enter the name f the database system which implements the Physical Mdel. Optinal: Select Use database name t verride bridge value parameters r select Use database name if bridge value is empty t determine hw the database name is applied t the imprted infrmatin assets. Enter the name f the database management system (DBMS) which hsts the database system, fr example, DB2. Optinal: Select Use DBMS name t verride bridge value parameters r select Use DBMS name if bridge value is empty t determine hw the DBMS name is applied t the imprted infrmatin assets. Optinal: Enter the name f the database management system (DBMS) server instance name, which hsts the database management system. Click Next t prceed. Page 9 f 29

10 IBM MetaData Wrkbench Enablement Series Cmplete the imprt event. This step allws yu t preview the imprted assets prir t publishing them t the IBM InfSphere Infrmatin Server. Optinal: Enter a descriptin fr this specific Imprt Event. Select Express Imprt t imprt the Data Mdel t the staging area and autmatically analyze and publish the imprted metadata t the Infrmatin Server Repsitry. Optinal: Select Managed Imprt t imprt the Data Mdel t the staging area, frm where the imprted metadata may be analyzed and reviewed prir t publishing t the Infrmatin Server Repsitry. Click Imprt t cmplete the prcess. The Summary Results displays. Click OK t clse the imprt dialg. If warnings ccurred during the publicatin prcess, the Data Mdel will be imprted int the Staging Area nly, and nt published t the InfSphere Metadata Repsitry. Fllw the Review and Publicatin steps belw, t publish the Data Mdel. Create a new Imprt Area fr the imprt f the InfSphere Physical Data Mdel (DBM) file, fllwing the same steps delineating abve. Page 10 f 29

11 IBM MetaData Wrkbench Enablement Series Re-Imprt InfSphere Data Mdel This prcess allws fr the re-imprt f a previusly imprted Lgical r Physical Data Mdel. Each imprt and re-imprt is identified as a unique event, allwing the user t track and analyze differences f the imprted metadata, and display imprt and asset summary infrmatin. Launch the Metadata Asset Manager Launch the Metadata Asset Manager by brwsing t the fllwing default URL: Lgn t the Metadata Asset Manager Select the Imprt tab, t select a previus imprt area. Imprt areas define a specific imprt f a Data Mdel. Click Open t pen the imprt area, and re-imprt a Data Mdel. The Imprt Area dialg appears. Optinal: Click Mre Actins Delete Imprt Area t remve the selected imprt area. Optinal: Click Mre Actins Edit Prperties t edit the Name r Descriptin f the selected imprt area. Page 11 f 29

12 IBM MetaData Wrkbench Enablement Series Select the Staged Imprts tab. Detailed infrmatin f the previus imprt is displayed, including summary infrmatin, statistical infrmatin and asset details. Click Reimprt frm the tlbar, t start the imprt prcess within the same Imprt Area. The reimprt dialg appears, displaying the imprt parameters f the previus imprt. Brwse and select the File Lcatin. The InfSphere Data Architect Lgical r Physical Data File must be re-selected. Select Metadata Interchange Server t brwse the File System where the Metadata Interchange Agent has been installed. Select Lcal Cmputer t brwse the File System f the lcal cmputer. Click the Brwse icn t brwse and select the Data Mdel file. This example selects an InfSphere Lgical Data (LDM) file. Click Next t prceed. Page 12 f 29

13 IBM MetaData Wrkbench Enablement Series The previusly defined Identity Parameters are displayed. These parameters are readnly during a re-imprt. Click Next t prceed. Cmplete the re-imprt event. This step allws yu t preview the reprt asset prir t publishing it t the IBM InfSphere Infrmatin Server. Optinal: Edit the descriptin fr this specific Imprt Event. Select Express Imprt t imprt the Mdel t the staging area and autmatically analyze and publish the imprted metadata t the Infrmatin Server Repsitry. Optinal: Select Managed Imprt t imprt the Mdel t the staging area, frm where the imprted metadata may be analyzed and reviewed prir t publishing t the Infrmatin Server Repsitry. Click Reimprt t cmplete the prcess. Page 13 f 29

14 IBM MetaData Wrkbench Enablement Series Cmmand Line Imprt f InfSphere Data Mdels Previusly created Imprt Areas may be subsequently imprted via the cmmand line. The Imprt Area cntains the required imprt parameters and cnnectin details t perfrm a re-imprt. The cmmand line supprt is available n Windws cmputers f the Client, Engine, and Services tiers. The imam.bat file is lcated in the \ASBServer\bin flder fr Services Tier installatins and in the \ASBNde\bin flder fr Engine r Client tier installatins. Click here fr further infrmatin. The fllwing instructins are fr invking a cmmand line imprt frm a Micrsft Windws Client system: Click Start Run and type cmd t invke the Cmmand Shell Brwse t the fllwing directry: \IBM\InfrmatinServer\ASBNde\bin, where \IBM\InfrmatinServer is the default installatin directry Type the fllwing cmmand t perfrm an imprt via the cmmand line: imam.bat u USER w PASSWORD s MY_SERVER p 9080 a reimprt i "IDA Mdel" l "c:/tmp/ida Mdel.ldm" The fllwing parameters are required: Parameter (Lng) Parameter (Shrt) Descriptin username u Name f an Infrmatin Server user with the required Cmmand Metadata Imprter rle assigned. passwrd w Passwrd fr the user specified abve. server s Name f the Infrmatin Server hst cmputer, the name referenced in the URL fr the Metadata Asset Manager prt p The cmmunicatin prt fr the abve specified Infrmatin Server hst cmputer. authfile authfile Optinal: specify the username and passwrd credentials within an encrypted authrizatin file. If an authrizatin file is used, the username and passwrd are nt required parameters f the imam cmmand. actin a The specific actin t be perfrmed, fr example reimprt. The reimprt actin requires the Imprt Area parameter. imprtarea i The name f a previusly created Imprt Area. The name f the Imprt Area shuld be encased in duble-qutes if it cntains blank spaces. Page 14 f 29

15 IBM MetaData Wrkbench Enablement Series lcalfile l The lcatin and name f the Data Mdel file fr re-imprt. The name f the Data Mdel file shuld be encased in duble-qutes if it cntains blank spaces. When successful, the resulting statistics are displayed. Page 15 f 29

16 IBM MetaData Wrkbench Enablement Series Review and Publish Data Mdels This prcess allws fr the review f previus imprts, their analysis and publicatin t the InfSphere Metadata Repsitry. Launch the Metadata Asset Manager Launch the Metadata Asset Manager by brwsing t the fllwing default URL: Lgn t the Metadata Asset Manager Select the Imprt tab, t select a previus imprt area. Imprt areas define a specific imprt f Data Mdels. Click Open t pen the imprt area, and view the histry f previus imprts. The Overview area f the Imprt Area displays. The verview displays the Imprt Area details, including descriptin, selected imprt bridge and when it was created, and a histry f all imprt events. Page 16 f 29

17 IBM MetaData Wrkbench Enablement Series Click the Staged Imprts tab, t view the specific details f any imprt event r t publish an imprt event t the InfSphere Metadata Repsitry. Select the desired Imprt Area. Click the drp-dwn arrw, t select frm the previus imprt events assciated with the Imprt Area. Summary: Displays the details f the selected imprt event, including when the imprt event was triggered and shared t the InfSphere Metadata Repsitry. Statistics: Display the type and number f Assets identified during the imprt prcess, including invalid r duplicated Assets. Brwse: Display the specific Asset infrmatin captured during the Imprt Event. Click Preview, t analyze the selected Imprt Event prir t publishing its cntent t the InfSphere Metadata Repsitry. The analysis will detail which Assets will be created, updated r deleted frm the InfSphere Metadata Repsitry. Page 17 f 29

18 IBM MetaData Wrkbench Enablement Series Click Share t Repsitry, t publish the cntent f the Imprt Event t the InfSphere Metadata Repsitry. Click Clse t clse the Preview dialg, and return t the Staged Imprt display f the Imprt Area. Optinal: Select Mre Actins Cmpare with Previus t cmpare between tw Imprt Events. The cmparisn reprt allws fr the visual display f changes, additins r deletins, f the imprted Data Mdel. Page 18 f 29

19 IBM MetaData Wrkbench Enablement Series Understanding and Displaying Data Mdels Data Mdels assets may be viewed frm within the IBM InfSphere MetaData Wrkbench, as well as IBM InfSphere Business Glssary, including Lgical Mdel, Lgical Entity, Lgical Attribute, Physical Mdel, Design Table, Design Clumn and their relatinships. Brwsing Lgical Mdels frm the Metadata Wrkbench Frm the Left Navigatin Pane f the Metadata Wrkbench, select the Asset Type "Lgical Data Mdels" t view a list f Mdels, their sub-mdels and cntained Entities. Expand a Mdel t view its cmplete hierarchy, including Lgical Entities and Lgical Attributes. Select any Asset t view its details and understand the Asset meaning, wner r usage. A Lgical Mdel is implemented by a Physical Mdel r a Database Schema. Right Click any Asset t view a menu f actinable items, including Mdel View Reprt and Editing functinality. Page 19 f 29

20 IBM MetaData Wrkbench Enablement Series Brwsing Physical Mdels frm the Metadata Wrkbench Frm the Left Navigatin Pane f the Metadata Wrkbench, select the Asset Type "Physical Data Mdels" t view a list f Mdels and their cntained Design Tables. Expand a Mdel t view its cmplete hierarchy, including Design Tables and Design Attributes. Select any Asset t view its details and understand the Asset meaning, wner r usage. A Physical Mdel implements a Lgical Mdel and is implemented by a Database Schema. Right Click any Asset t view a menu f actinable items, including Mdel View Reprt and Editing functinality. Page 20 f 29

21 IBM MetaData Wrkbench Enablement Series Viewing Data Mdel Implemented Relatinships When viewing the details f a Lgical r Physical Mdel, ne may invke a Mdel Viewer t display a hierarchal view f the Mdel relatinship. Select Mdel View frm the Asset actin item menu. Mdel Viewer may als be displayed fr Lgical Entities, Lgical Attributes, Design Tables r Design Clumns. When invking Data Lineage analysis reprts n a Database Table, ne may view the Lgical r Physical Mdel which implements the Table. Page 21 f 29

22 IBM MetaData Wrkbench Enablement Series Managing Lgical and Physical Mdels using IBM InfSphere Metadata Wrkbench When viewing a Lgical r Physical Mdel frm the Metadata Wrkbench, the fllwing management tasks are available frm the Actin Menu r frm the Right Navigatin Pane. Edit Supprts the ability t edit the Descriptin r Custm Attribute prperties f the Asset. Additinally allws fr the uplad f a static image t be displayed and assciated with the Mdel. Edit Alias (Business Name) Supprts the ability t define a Business Name r Alias fr the Asset. Business Name appears prminently within Business Lineage Analysis Reprts. Assign Term Supprts the ability t assign an existing Business Glssary Term t the Asset, thus extending the meaning f the Asset t the Enterprise Definitin. Assign Label Supprt the ability t assign an existing Business Label t the Asset, thus tagging the Database Asset. Assign Steward Supprt the ability t assign an existing Steward t the Asset, thus defining an wner fr the Database Asset. Add Nte Supprt the ability fr a User t authr a remark r ntatin fr any purpse, including infrmative infrmatin, task details r reference. Page 22 f 29

23 IBM MetaData Wrkbench Enablement Series Deleting Lgical Mdels, Physical Mdels and Database Systems Mdels, Hst Systems and Database Systems may be remved frm the IBM InfSphere Metadata Asset Manager applicatin. Brwse t the Metadata Asset Manager: and lgn t the applicatin with the apprpriate credentials, which must include Cmmn Metadata Administratr. Select the Repsitry Management Tab. Lgical Data Mdels Expand Brwse Assets frm the left navigatin pane. Select Lgical Data Mdels. A list f Mdels will display. Select a Lgical Mdel t view the Asset details. Expand a specific Mdel t view its cntained Entities and Attributes. Optinal: Expand the Usage sectin f the Asset details, t view the dependency upn the Database by ther cmpnents. Click Retrieve Usage t update the list f dependencies. Select Delete frm the tlbar menu item t remve the selected Asset. Click Yes t cnfirm the remval f the selected Asset. Deletin f a Mdel will additinally remve the cntained Entities, Attributes and Subject Areas. Optinal: Select Mre Actins frm the tlbar menu t view the Asset within the IBM InfSphere Metadata Wrkbench. Page 23 f 29

24 IBM MetaData Wrkbench Enablement Series Physical Data Mdels Expand Brwse Assets frm the left navigatin pane. Select Physical Data Mdels. A list f Mdels will display. Select a Physical Mdel t view the Asset details. Expand a specific Mdel t view its cntained Design Tables and Clumns. Optinal: Expand the Usage sectin f the Asset details, t view the dependency upn the Database by ther cmpnents. Click Retrieve Usage t update the list f dependencies. Select Delete frm the tlbar menu item t remve the selected Asset. Click Yes t cnfirm the remval f the selected Asset. Deletin f a Mdel will additinally remve the cntained Entities, Attributes and Subject Areas. Optinal: Select Mre Actins frm the tlbar menu t view the Asset within the IBM InfSphere Metadata Wrkbench. Page 24 f 29

25 IBM MetaData Wrkbench Enablement Series Hst System and Database Systems Expand Brwse Assets frm the left navigatin pane. Select Implemented Data Resurces. A list f Hst Systems will display. Select and expand a specific Hst System t view its cntained Database Systems. Select a Database System t view the Asset details. Optinal: Expand the Usage sectin f the Asset details, t view the dependency upn the Database by ther cmpnents. Click Retrieve Usage t update the list f dependencies. Select Delete frm the tlbar menu item t remve the selected Asset. Click Yes t cnfirm the remval f the selected Asset. Deletin f a Database will additinally remve the cntained Schema, Table, View and Clumns. Optinal: Select Mre Actins frm the tlbar menu t view the Asset within the IBM InfSphere Metadata Wrkbench. Page 25 f 29

26 IBM MetaData Wrkbench Enablement Series Defining Lgical and Physical Mdel Implementatin Lgical Mdels are implemented by a Physical Mdel r Database Schema. Whereas this relatinship is typically set during the imprt prcess, there may be a need t set this relatinship manually. A user may set r remve an Implementatin Relatinship between Lgical Mdels, Physical Mdels and Database Schemas within the Metadata Asset Manager applicatin. The implementatin relatinship is additinally set fr all cntained assets, based n their names and type. A user perfrming this task must have the Cmmn Metadata Administratr. Brwse t the Metadata Asset Manager: and lgn t the applicatin with the apprpriate credentials, which must include Cmmn Metadata Administratr. Select the Repsitry Management Tab. Select a Lgical Mdel t view the Asset details. Expand a specific Mdel t view its cntained Entities and Attributes. Expand the Implemented By sectin f the Asset details, t view the defined implementatin relatinship t a Physical Mdel r Database Schema. Page 26 f 29

27 IBM MetaData Wrkbench Enablement Series Click New Implementatin Relatinship t manually set an implementatin relatinship between a Lgical Mdel, Physical Mdel r Database Schema. All cntained Mdel r Schema Assets will additinally set their implementatin relatinship nly in cases where the Name f the Asset matches. Select the Asset Type, Physical Data Mdel r Database Schema, which is the target f the implementatin relatinship. Brwse and select a specific Asset. Click OK t set the implementatin relatinship. Click Remve Relatinship t remve a previusly defined implementatin relatinship. Click View Cntained Relatinships t manually set the implementatin relatinship fr cntained Assets, fr example a Lgical Entity and Database Table. The list f cntained Assets display. Optinally: Select Matching Criteria, t filter the list f cntained Assets. Click and select a specific candidate Asset frm the list f Surces, and drag it nt the target Asset fr which yu wish t create the implementatin relatinship. Fr example, selecting a Lgical Entity and drpping it nt a Database Table. Optinal: Click t Enable ne-t-many matching t map a candidate Asset t multiple target Assets. Review the implementatin relatinships which have been defined. Click Save t save the newly defined relatinships and clse the dialg. Page 27 f 29

28 IBM MetaData Wrkbench Enablement Series Summary It is gd practice t imprt the data structures f all surces int the IBM Infrmatin Server. This allws fr a single pint f reference fr gvernance, develpment, definitin and reprting. Mdels may be classified within Business Glssary; enriching their understanding, analyzed within Infrmatin Analyzer r depicted within a Data Lineage reprt r Mdel View reprt frm the Metadata Wrkbench. Page 28 f 29

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