ERWIN 9.5

Don Soulsby

Sandhill Consultants

Aug 20, 2014

DAMA - CHICAGO

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

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.

The New Interface

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

Bulk Editor Grid

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

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

Cascading Templates

Synchronise With Individual Templates

Split Model

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

Add/Link Model Source

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.

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.

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 ?

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

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

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…

Setting Up an ERwin R9.x Model Mart

Login to ERwin Web Admin and configure options

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

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.

Migrate ERwin R7.x / R8.x Models to ERwin R9.x Model Mart (Automated Option)

• Configure Upgrade Wizard utilities’ Source Mart Details

So What Went Wrong? ERwin R8.2

Model ERwin R9.5

Model

Float(53) changed to Float(15)

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.

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.

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

ERwin M.A.P. (Model Audit Program)

Audit files in CSV format for easy importing into Excel and verification of exceptions.

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

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

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

Create a Template

1. Name the template

2. Select a model type

3. Select a subject object type

4. Select the required data

Configuring A Report

Thank You!

Donald J. Soulsby Enterprise Architecture Practice Leader

Sandhill Consultants Don.Soulsby@SandhillConsultants.com