metastudio drm. product presentation (en)
TRANSCRIPT
Sanmargar Metastudio DRM
General product presentation
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2 Metastudio DRM. General product presentation.
Agenda
About Sanmargar Team
Introduction: Master Data, Reference Data, Meta Data
Metastudio DRM. Use cases, Architecture, Key Features
Useful info
2016-07-01
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Sanmargar Team About us
• On the market since 2005
• Business Intelligence specialisation
• Enterprise class customers
• Finance, Energy, Utilities, Telco sectors
COMPETENCIES
• Data integration, processing and migration
• Reference Data Management
• Data Quality Management
• Data Warehouse and reporting solutions
• CRM solutions
• Planning & Budgeting solutions
• Design, Implementation, Audits
PROPRIETARY SOLUTIONS
• Reference Data Management
• Customer 360 View
• Data cleansing, standardisation
& de-duplication
Metastudio DRM. General product presentation. 2016-07-01
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Sanmargar Team Offer summary
Selected Customers • AGORA SA (*) • Jastrzebska Spolka Weglowa SA (*) • BNP Paribas Polska SA (*) • Energa Obrot SA (*) • Bank BGZ (*) • Raiffeisen Bank Polska SA (*) • Multimedia Polska SA (*) • Ultimo SA (*) • PLL LOT SA (*) • Polska Spolka Gazownictwa • PGE (*) • PGNIG • Cyfrowy Polsat SA (*) • Poczta Polska SA • Axcess Financial Poland
(*) Metastudio DRM references
Proprietary solutions
• Reference Data Management (Metastudio DRM)
• Data Quality Management (Sanmargar DQS)
• Customer 360 View (Sanmargar CKK)
Technologies
Competencies • Business Intelligence
• Data Warehouse and reporting solutions
• Data integration, processing & migration
• Customer Information Integration
• IT processes & strategy analysis
Metastudio DRM. General product presentation. 2016-07-01
5 Metastudio DRM. General product presentation.
Agenda
About Sanmargar Team
Introduction: Master Data, Reference Data, Meta Data
Metastudio DRM. Use cases, Architecture, Key Features
Useful info
2016-07-01
Master Data
A set of trusted data of business objects which are agreed on and shared across the enterprise (e.g. customer records, products, employees, etc.).
Wikipedia
• Provide description of basic subjects of business processes
• Depend on company’s business model, may include among others: • Counterparties (customers, suppliers, subcontractors, sales partners) • Products or services • Employees • Organisational Units
• Provide transactional data with suitable context (transactional data should be linked with master data)
• Valid in periods rather than in particular moments of time (slowly changing in nature)
• Basis for Data Warehouse / Business Intelligence analytical dimensions construction
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Master Data, Reference Data, Meta Data
Reference Data
In the context of data management, the data describing the permissible values used in other data sets (i.e. fact, events, transactions or customers tables).
Wikipedia
• Define • Master Data grouping and hierarchies
• Master and Transactional Data attribute values (code, description / label)
• Attribute values recoding maps
• Data processing rules and parameters
• Cover both external (standard) and internal (company specific) data sets
• Valid either permanently or for specific periods of time
• Usually distributed across multiple systems, especially important for Data Warehouse / Business Intelligence systems.
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Master Data, Reference Data, Meta Data
2016-07-01
Meta Data (also Metadata)
Data that provide information about other data – structured information used to describe information resources or objects, providing details of their attributes in order to make them easier to find or manage.
Wikipedia
• Technical Meta Data • System name, Data type, Data size, Value constraints (PK, FK, Not NULL,
Check), Resources, Technical parameters
• Stored in data processing, data management and data analysis systems
• Business Meta Data • Business name (Title), Description, Keywords, Categories, Author, Owner,
Purpose, Impact and Lineage info, Period of validity, Modification timestamp
• Stored in data processing, data management and data analysis systems, but in Business Catalogue solutions as well.
Metastudio DRM. General product presentation. 8
Master Data, Reference Data, Meta Data
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Metastudio DRM
Reference Data Management solution, enabling Business Units to take the responsibility for the process.
Metastudio DRM. General product presentation. 9
Master Data, Reference Data, Meta Data
One place
Various groups
of users
Thousands of
dictionaries…
…from many
sources
2016-07-01
10 Metastudio DRM. General product presentation.
Agenda
About Sanmargar Team
Introduction: Master Data, Reference Data, Meta Data
Metastudio DRM. Use cases, Architecture, Key Features
Useful info
2016-07-01
• Enterprise reporting and analytical systems • Business labels for value codes
• Grouping hierarchies
• Analytical dimension hierarchies
• KPI definitions
• Data Warehouses • Attribute values recoding maps
• Data aggregation and allocation keys
• Data validation rules
• Data processing parameters and metadata
• Subject specific systems • List of values
• Code descriptions
• Rate tables
• Product and material indexes
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Metastudio DRM Use cases
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Metastudio DRM Architecture
Solution host
Java application server
Meta Data
LDAP
Reference Data
– various databases
JDBC
Administrator
User
User
HTTP/HTTPS
Metastudio DRM
application
container
Linux or Windows Any operating system supporting Java
may be used.
JDBC data sources Many database engines supporting
JDBC protocol for reference data.
Web user interface Full functionality available through
popular web browsers.
LDAP / Windows AD User authentication with external
LDAP or Windows AD service
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• Central repository of the managed reference data, organised into a hierarchical structure of folders and objects
• Central application server for the solution, limiting technical requirements on the user side to JavaScript enabled web browser
• Integration with external authentication services (LDAP, Windows AD)
• RDM characteristic data managing mechanism
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Metastudio DRM Key features (1/3)
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• Authorization system, which enables controlling of user access level with respect to specific folders and objects of the reference data repository
• Automatic registration of author and modification time on a row level
• Edition and presentation of reference data in a flat or hierarchical (parent-child) structures
• Portlets in the form of websites embedded in the application
• Layouts of related dictionaries and portlets in the form of master-details views
• Periods of validity for specific entries of reference data
Metastudio DRM. General product presentation. 14
Metastudio DRM Key features (2/3)
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• Reference Data validation and verification mechanisms
• Audit of actions performed by the users at the level of user accounts, objects, date and time, as well as incident type
• Export and import of Reference Data to CSV, TXT, XLS files
• Reference Metadata and Data search engine
• Protection against changes on a column level
• Column default values
• Value constraints (text masks, RegExp, LoV, data ranges)
Metastudio DRM. General product presentation. 15
Metastudio DRM Key features (3/3)
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16 Metastudio DRM. General product presentation.
Agenda
About Sanmargar Team
Introduction: Master Data, Reference Data, Meta Data
Metastudio DRM. Use cases, Architecture, Key Features
Useful info
2016-07-01
• Product info: http://sanmargar.com/produkt/metastudio-drm/
• White Paper: https://goo.gl/k2CqPt
• Product presentations: http://www.slideshare.net/sanmargar/
• Demo: http://ms3-demo.sanmargar.com:8080/msdemo
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Metastudio DRM Useful info
2016-07-01
Sanmargar Team sp. z o.o.
Lukowska 1 lok 133, 04-133 Warszawa
www.sanmargar.com; [email protected]
Additional info
Metastudio DRM. General product presentation. 18
Michal Chronowski Proxy of the Management Board
+48 661 321 361
2016-07-01