erwin 9 - dama chicagoerwin r7.x / r8.x model manager models to erwin r9.x model mart (manual...
TRANSCRIPT
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ERWIN 9.5
Don Soulsby
Sandhill Consultants
Aug 20, 2014
DAMA - CHICAGO
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Agenda
• So Why Is ERwin R9.x Different To Previous Versions
• ERwin R7.x / R8.x Model Manager Architecture
• ERwin R9.x Model Mart Architecture
• Benefits Of Upgrading to ERwin R9.x
• ERwin New Report Designer
• Steps to Migrate ERwin R7.x / R8.x Model Manager Models to ERwin R9.x Model Mart
• ERwin Model Audit Program
• Sandhill Education
• Questions
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ERwin R9.x Differences to Previous Versions
• Every version of ERwin Data Modeler has an upgraded meta model for the structure of the ERwin model.
• Every version of ERwin Model Manager also has an upgraded reference structure for storing the new features of the model.
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The New Interface
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The Bulk Editor - Overview
• Grid tool
• Designed as an update editor
• Can export to csv files
• Can re-import updated csv files
• Strong with single object types
• Weak with multiple object types
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Bulk Editor Grid
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Scope of ‘Bound’ Active Templates
• R8.2 o Covers non ‘Built In’ object only
• All objects created by the user, including – UDPs’ – User defined domains
• Exclusions include: – Properties in ‘Model Naming Options’ dialog – Properties in ‘Model Properties’ dialog
• R9 o Covers non ‘Built In’ objects plus:
• Properties in ‘Model Naming Options’ dialog • Properties in ‘Model Properties’ dialog
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Template Synchronisation
• Automatic o When model is opened
o Can synchronise • Entire scope of template
• Filtered types (all properties)
• Manual o User controlled synchronisation
o Can filter by Object type (Not by property)
o Metamodel changes (UDPs) • Model changes
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Cascading Templates
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Synchronise With Individual Templates
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Split Model
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Add/Link Model Source Function
• Two separate Functions • Both add a Source model
o Existing model becomes the Target o Creates a mapping object in Target
• Add Model Source o Creates a Link o Syncs model Objects
• Link Model Source o Creates a link o Do not use to synch
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Add/Link Model Source
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So Why Is ERwin R9.x Different
• ERwin R9.x has a totally new Model Manager (Model Mart) structure.
• ERwin doesn’t upgrade the Model Manager. o A new Model Mart is created.
• ERwin migrates the models from the ERwin Model Manager R8.x to the new ERwin Model Mart R9.x. o Each model is upgraded during the migration to the new
Model Mart.
• Previous version only upgraded the reference structure. o Models were left in previous version format. o Models are upgrade only when first opened.
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ERwin R9.5 Different To Previous Versions
• Models are upgraded during the migration. o Model can be unexpectedly changed.
o Changes to models are done uniformly during migration not when first opened by modelers. • Main Subject Area
• Transforms
• DBMS Versions
o Broad brushstroke approach.
o Issues are only discovered long after migration.
o Risk of model integrity.
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Model Version Status Through Model Manager Versions
ERwin R7.x Model Manager
ERwin R7.x Model
ERwin R8.x Model Manager
ERwin R7.x Model
ERwin R9.x Model Mart
ERwin R9.x Model
AS IS U
P
G
R
A
D
E
ERwin R7.x Model ERwin R7.x Model
ERwin R9.x Model ERwin R8.x Model
ERwin R8.x Data Modeler
Modeler Main Subject Area ? Transforms ? DBMS Version ?
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ERwin R7/ R8 Model Manager Architecture
CA ERwin® Mart
Windows OS machine
CA ERwin® R7.x / R8.x Data Modeler
Data Modeler
Tier-1
Client
Tier-2
Database
ODBC
Mart Admin
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ERwin R9.x Model Mart Architecture
CA ERwin® Mart
Windows OS machine
CA ERwin® R9.x Data Modeler
Data Modeler
Tier-1
Client
Tier-3
Database
Tier-2
Application
Java Web Container
You can use a web server of your
choice or use the ERwin Mart Server bundled option of Tomcat
CA ERwin® Mart Server App
CA ERwin® Mart Admin App
Mart Admin Web Browser
JDBC
HTTP / HTTPS HTTP / HTTPS
Oracle 10g, 11g, or 12c Microsoft SQL Server 2005, 2008, 2012, or 2014 Sybase Adaptive Server Enterprise 15.0 through 15.7
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Benefits Of Upgrading to ERwin R9.x
• Maintenance o Stay on the ERwin maintenance roadmap
• Leverage new functionality in latest version of ERwin Data Modeler o New Report Designer o Big Data Bridges o Teradata v13.1/v14/v14.1 certification, Etc…
• Better model integrity • Better performance • Etc…
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Setting Up an ERwin R9.x Model Mart
Login to ERwin Web Admin and configure options
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ERwin R7.x / R8.x Model Manager Models to ERwin R9.x Model Mart (Manual Option)
Start high level process
Perform upgrade to R7.x / R8.2 model
Was model
marked for invest.
Perform statistical comparisons
Perform investigations or log
with CA
Yes
No
End high level process
Perform model level complete
compare
Was model
marked for invest.
No
Was model
marked for invest.
Perform database level complete
compare
Was model
marked for invest.
No
No
Yes
Yes Yes
Save model in new R9.x model mart
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Migrate ERwin R7.x / R8.x Models to ERwin R9.x Model Mart (Automated Option)
• NB: There are problems running the Mart Upgrade Utility on a Windows 64-bit machine
• Run the ‘Mart Upgrade’ utility.
• Select the working directory path.
• Select option if upgrading from a R7.x to first upgrade the Model Manager repository to R8.x.
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Migrate ERwin R7.x / R8.x Models to ERwin R9.x Model Mart (Automated Option)
• Configure Upgrade Wizard utilities’ Source Mart Details
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So What Went Wrong? ERwin R8.2
Model ERwin R9.5
Model
Float(53) changed to Float(15)
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So What Went Wrong?
• This is not an isolated incident, but one of several examples we have discovered during our upgrade projects.
• Cause of issues: o Model corruptions o Non-adherence to ERwin best of practices o Disconnects to older R7.x / R8.x Model Manager while
saving o …
• What is important is that there was not warnings or error messages.
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ERwin M.A.P. (Model Audit Program)
• ERwin M.A.P. (Model Audit Program) will check the original model against the upgraded model and report on any missing or changed entities / tables, attributes / columns, key groups / indexes, relationships, key group / index members, subject areas, subject area members etc.
• With this information you can then target the issues and resolve any potential upgrade discrepancies and be confident that your model’s integrity has been managed to the best of abilities or be aware of the known discrepancies.
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ERwin M.A.P. (Model Audit Program)
Upgrade ERwin Model
Original Model
Upgraded Model
Audit Exception
File
ERwin Model Audit
Program
Audit Abbreviated
Log File
Audit Full Log File
Target issues and resolve any upgrade discrepancies based on log file information
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ERwin M.A.P. (Model Audit Program)
Audit files in CSV format for easy importing into Excel and verification of exceptions.
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ERwin New Report Designer
• Build reports through an intuitive graphical interface
• Publish via HTML, export to Excel, or view within ERwin via an intuitive grid browser
• Generate graphical diagrams & drill-into detailed metadata
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Report Designer
• Introduced in R9.5 (November 2013)
• Output to:
o ERwin data grid
o Text (csv)
o HTML
o PDF (to come in phase 2)
• Repository scope to be added in phase 2
• No Updates to model from reports
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Reports and Solutions
• Reports
o Each report defined in a Report Template
o Created and edited by user in Report Editor
• Solutions
o A package of reports
o A report can be in multiple solution
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Create a Template
1. Name the template
2. Select a model type
3. Select a subject object type
4. Select the required data
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Configuring A Report
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Thank You!
Donald J. Soulsby Enterprise Architecture Practice Leader
Sandhill Consultants [email protected]