luncheon webinar series may 11th, 2015 -...

Luncheon Webinar SeriesMay 11th, 2015

Stewardship Center for Information GovernancePresented by Ernie Ostic

Sponsored By:

Stewardship Center for Information Governance Questions and suggestions regarding presentation topics? - send

to [email protected] Downloading the presentation

– http://www.dsxchange.net/StewardshipCenterDeepDive.html– Replay will be available within one day watch for email with details

Pricing and configuration - send to [email protected] Subject line : Pricing

For those that stay through the entire presentation, we have a extra give away!

Bonus Offer – Free premium membership for your DataStage Management! Submit your management’s email address and we will offer him access on your behalf.– Email [email protected] subject line “Managers special”.– Join us all at Linkedin http://tinyurl.com/DSXmembers

2

mailto:[email protected]

http://www.dsxchange.net/DeepDiveStandardRules.html



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IBM InfoSphere Information Server Stewardship Center for Information Governance

Agenda

Stewardship Center Review Information Governance Catalog

– Basic Event Notification• Subscription Manager

– Sample IBM BPM Application for Governance Rule Approval

POLL QUESTION #1

Agenda



– Sample IBM BPM Application for Governance

Stewardship Center takes advantage of IBM BPM

Enterprise Processes

Services

Information Server Services

CustomerPatientVendorProductAccount

IBM BPM & Decisions

BPM Standard

OnboardingRegistrationParty updates

SalesMarketingDelivery

Information Governance and

Data Quality Stewardship

Information Server and IBM Business Process Management come together to help you manage your Governance and Data Quality processes:

Information Server delivers real time data exceptions and events to be governed using a repeatable business process

BPM provides orchestration of the steps required to improve data quality and increase common understanding

Business Process Management is a discipline that leverages software and services to provide total visibility into your organization. Discover, document, automate, and continuously improve business processes to increase efficiency and reduce costs.

Information Analyzer

MDM

DataStage/QualityStageException Stage

Information Governance Catalog

Information Governance Dashboard

Source Systems

InfoSphere Stewardship Center Architecture

CollaborationMonitoring

Inbox WorkflowsWorkflows

InfoSphere Stewardship Center

Data Quality Exception Console

API(Information Analyzer,

DataStage/QualityStage Exceptions Stage)

CommonEvent

FrameworkEvent

Management

POLL QUESTION #2

POLL QUESTION #3

Agenda




Basic Event Notification Self-subscribed, user defined Email notifications! Allows users to establish their own alerts based on their needs and

priorities.

"As a member of the risk assessment team, I am very concerned about the Business Term Exposure at Default and want to be made aware of any change to that definition!"

Promotes enterprise awareness of governance activities!

© 2015 IBM Corporation12

Basic Event Notification (continued) Generates Email notifications when selected "Events" occur within

Information Governance Catalog– A new Glossary Category is approved– An Extension Mapping Document is created– Database Table is updated– ...etc.

Powerful filtering– by Event Type– by specific "action" (CREATE, MODIFY, SEND_FOR_APPROVAL, etc.)– by specific RID (unique identifier for any asset in the repository)

No Business Process Management Required!


The Subscription Manager Browser interface for creating and reviewing your Subscriptions

– Subscription management is a "per user" activity


Special icons identify Notification types and filters

Usage tip: Click on any header to re-sort the list of Subscriptions

Various display options

Creating new Subscriptions for Basic Notification


Pull-down list for Event Type selection (demo tip...the list is not sorted by Event Type Name)

Choose "Email" for Basic Notification

Who is this Notification going to? YOU! ...logged in as Administrator IIS (isadmin)

cc: other Info Server users (with valid Email addresses)

Generate events ONLY for specific RIDs or actions

Subscription Name. Be descriptive!

Who are the Email Participants? Who are the Email participants for Basic Event Notification?


From:

cc:

To: The "Subscriber" who logs"into the Subscription Managerand creates their Subscription

Valid Email addresses asknown for these users ( at the Information Server(Admin Console)

As specified by the Subscriberwithin their Subscription

Centrally defined Email addresswithin Information Server viaiisAdmin Command

Email notification when a Subscription is "fired"...

POLL QUESTION #4

Agenda

Stewardship Center Overview Information Governance Catalog



Sample BPM for Governance Rule Approval Notification and assisted workflow for Information Governance Rules

– Aligns Information Governance team members and encourages their interaction

– Enforces deadlines and keeps governance initiatives on-track!– Illustrates the full power of IBM Business Process Management for custom,

site-specific workflow interfaces!


Governance Rule Approval Workflow Overview

RuleApprovers

System

Start

EndNo

Yes

is rule approved?

After completing the edits to an Information Governance Rule inside of the Information Governance Catalog, an "author" starts workflow by clicking "Send for Approval"

...this action starts a business process...


RuleApprovers

System

Start

EndNo

Yes

is rule approved?

Retrieve Rule detailsEmail Rule Approvers

and Stewards

Retrieve asset details via IGC REST API; parse the response

Look for Stewards...

Rule Approver logs into the Stewardship Center to review the Rule...

? ? ?


RuleApprovers

System

Start

EndNo

Yes

is rule approved?

REST API is invoked to return the rule to draft in IGC

RuleApproverchooses to

Return the Rule to Draft


RuleApprovers

System

Start

EndNo

Yes

is rule approved?

Prepare Email for RulePublishers and Stewards

Send Email

REST API is invoked to formally "Approve" the Rule in IGC

Email RulePublishersand Stewards

RulePublisher"publishes" the rule!

RuleApproverchooses to

approve the Rule !!!

Agenda




Demonstration....

POLL QUESTION #5

Upcoming Webinars at DSXchange

Stewardship Center for Data Quality Remediation– In this last session, Robert will take a closer look at how the InfoSphere

Stewardship Center enables detailed workflow for Data Quality Remediation. This includes exceptions from Information Analyzer Data Rules and DataStage/QualityStage Exceptions. He will briefly review "Events" and how they are managed and used, and then illustrate how formal business processes are invoked to control the remediation ('fixing') of exceptions, and the approval steps in the sample application. Register for our third session at Noon on May 18th

https://attendee.gotowebinar.com/register/1509526477116026113

Thank You

Appendix

Agenda




Screen shots follow that review the demonstration...

Also, here is a recorded demo on Youtube:

https://www.youtube.com/watch?v=2dbmajCzOeI

https://www.youtube.com/watch?v=2dbmajCzOeI

Governance Rule Approval Actual "Flow" Information Goverance Catalog Author finishes creating or editing a

Rule and clicks "Send For Approval"

Members of the RuleApproversGroup receive an Email notifying them of this important event


Governance Rule Approval Actual "Flow" (continued) A member of the RuleApproverGroup (let's call them the "Approver")

logs into the Stewardship Center (using the url in their email) to review their tasks

Approver clicks directly on the task and then "claims" it (a pop-up appears) to look at its detail


Governance Rule Approval Actual "Flow" (continued) Detail page for the Task with primary action

buttons for "Approve" or "Return to Draft"


This temporary notification pop-up window goes away after a short time.

View asset details directly within IGC !

Demo Tip! Be sure to populate all these properties for your

own demos and POCs!

Governance Rule Approval Actual "Flow" (continued) Approver can now optionally choose to perform further activities

– Inspect the details of the Rule within the Information Governance Catalog


– Review of task progress, or the diagram for the overall process and its current status

Approver can perform further activities


Demo Tip! Click on a Task in the diagram to see its current owner and other information

Demo Tip! Click on the tabs to switch back and

forth between the progress report and the

process diagram

Demo Tip: Click here on the right of the screen to view the Gantt/Diagram

page

Approver can perform further activities (continued)

– Send the Task back to the "pool" for someone else on the team to claim

– Escalate the task if necessary

– Reassign to the Team(un-claim the Task)

– Collaborate with Others !



– Review the current "Stream" of Tasks for this Process



– Identify more experienced membersof the governance team for possibleassistance!


Governance Rule Approval Actual "Flow" (continued)

Approver decides that proposed changes or additions are acceptable and clicks "Approve"

Members of the RulePublishersGroup receive an Email notifying them of this important event!


Governance Rule Approval Actual "Flow" (continued) Publisher logs into Information Governance Catalog (using the url in

their Email message) and formally publishes the Rule


Thank You

Upcoming Webinars at DSXchange

Stewardship Center for Data Quality Remediation– In this last session, Robert will take a closer look at how the InfoSphere

Stewardship Center enables detailed workflow for Data Quality Remediation. This includes exceptions from Information Analyzer Data Rules and DataStage/QualityStage Exceptions. He will briefly review "Events" and how they are managed and used, and then illustrate how formal business processes are invoked to control the remediation ('fixing') of exceptions, and the approval steps in the sample application. Register for our third session at Noon on May 18th

https://attendee.gotowebinar.com/register/1509526477116026113

luncheon webinar series may 11th, 2015 -...

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