Introduction to Information Architecture
The Scope Covered by the HOPEX IA Solution
Creating a Business Glossary
Data architecture
Use of data
Data quality and compliance
The Information Architecture desktop
Connecting to HOPEX Information Architecture
Displaying the Working Environment of an Enterprise
Creating an enterprise and its working environment
Displaying the working environment of an enterprise
HOPEX Information Architecture Profiles
The Business information architect
The data architect.
Database Architect
Database administrator
The IA Functional Administrator
Business Roles of HOPEX Information Architecture
Definition of a Business Glossary
Introduction to the Creation of a Business Ontology
Vocabulary Management Process
Analysis and organization of business concepts
Concept realization
Terms and Definitions
Creating and Consulting Business Terms
Consulting Term Definitions
Creating a Term
Generating a Glossary
Launching a Glossary Report
Using the Glossary in a Multilingual Context
Business Dictionary
Defining a Business Dictionary
The Elements of a Business Dictionary
Accessing the elements of a business dictionary
Importing business information
Work Business Dictionary
Creating a Business Dictionary
Initializing a Business Dictionary Using Logical or Physical Data
Initializing a Business Dictionary Using Logical Data
Taking class attributes into account
Initializing a Business Dictionary Using Physical Data
Initializing a Business Dictionary when Creating Logical or Physical Data
Modifying the Initialization Option
Business Information Maps and Areas
Creating a Business Information Map
The Components of a Business Information Map
Example of a Business Information Map
Reports Available on a Business Information Map
Defining a Business Information Area
Creating a business information area
Creating the Structure Diagram for a Business Information Area
Building Concept Diagrams
Creating a concept diagram of a business information area
The components of a concept diagram
Activating the views window
Adding a concept diagram element
Using the object insert toolbar
Overview of links between objects
Accessing link properties in a concept diagram
Managing the components of a business information area
The components of a business information area
Define the CRUD for the components of a business information area
Defining Business Information
Objects Used
Concept and Term
Links Between Concepts
Definition links
Dependency links
Concept Properties: Information Items
Concept Instances: Individuals
The life cycle of a concept or Individual
Concept life cycle
Individual life cycle
Periods
Classifying Concepts and the Concept Type Notion
The Concept View
Dictionary Element Realization
Presentation of Concept Modeling Diagrams
Concept Diagram
Concept structure diagram
Concept type structure diagram
State concept state structure diagram
Individual structure diagram
The concept life cycle structure diagram
Describing Concepts
Accessing the Concepts List
Creating Concepts
Concepts and Terms
Connecting an existing concept to a term
Creating terms in multiple languages from a concept
Creating synonyms in multiple languages
Concept Properties
Concept characteristics
Links between a concept and other dictionary elements
Describing Concept Components
Accessing concept components
Creating a concept component from a graph
Describing Concept Power Components
Describing a Computed Concept Component
Describing Concept Properties (Information Items)
Creating an Information Item
Creating an information item
Connecting an information item to a concept
Connecting two information items
Creating a Computed Information Item
Describing Concept Inheritances
Accessing Concept Inheritances
Creating a Concept Inheritance from a Concept Diagram
Defining Inheritance of a Concept Component
Creating a concept component substitution
Concept structure diagram
Describing individuals
Accessing the List of Individuals
Creating an Individual from a Business Dictionary
Individual Properties
Creating an Individual Classification
Creating a Dictionary Entity Component
Individual structure diagram
Describing Concept or Individual States
Describing State Concepts
Accessing the state concepts list
Creating a state concept from a business dictionary
State concept properties
Describing Event Concepts
Accessing the event concept list
Creating an event concept from a business dictionary
Event concept properties
Connecting an event concept to its concept
State Concept Structure Diagram
Describing Individual States and Events
Accessing the individual state and event list
Creating an Individual state from a business information area
Individual state properties
Creating an Individual event from a business information area
Connecting an individual event to an individual
Concept life cycle structure diagram
Creating a concept life cycle
Creating a concept life cycle structure diagram
Adding a concept life cycle event
Creating a concept life cycle transition
Using periods
Describing Concept Types
Accessing the Concept Types List
Creating a New Concept Type
Concept Type Properties
Describing Concept Type Components
Accessing concept type components
Creating a concept type component from a business information area
Describing Concept Type Variations
Accessing concept type variations
Creating a concept type variation from a business information area
The Concept Type Structure Diagram
Defining Concept Views
Creating a Concept View
Defining the Concept View Content
Displaying objects in the view
Adding a source object to the concept view
Adding a component to the concept view
The View Report
Calculation Rule on Concepts
Creating a Calculation Rule on a Business Object
Calculation Rule on a Concept Component
Calculation Rule on an Information Item
Example
Connecting the Business Concepts to the Logical and Physical architecture
Realization of Concept
Defining the Object that Realizes a Concept
Defining the Concept Realized by a Class
Using Realization Matrices
Realization Levels
Creating a Realization Matrix
Data Architecture
Data Dictionary
Defining a Data Dictionary
The Elements of a Data Dictionary
Accessing the elements of a data dictionary
Importing logical data
Package
Logical Data Maps and Areas
The Logical Data Map
Creating a logical data map
The components of a logical data map
Logical and Application Data Areas
Creating a logical data area
The Data Area Diagram
Example of diagram
Creating a Logical Data Area Diagram
Adding an object to the diagram
Adding a component to a Data Area
Defining the access mode to the referenced object
Defining Logical Data
Logical Data Modeling Options
Formalisms
Notations
Overview of Logical Data
Data Dictionary
Data Model
Example
Logical Data Map
Logical Data Area
Logical Data View
Class Diagram
Creating a Package
Creating a Class Diagram
Logical data views
Creating a logical data view
Creating a data view (from a list of views)
Creating a data view directly from an object
Displaying source objects in the data view
Defining the Data View Components.
Embedded component
Referenced component
Using a view in another view
Datatypes
Data type packages
Creating a New Datatype Package
Creating a datatype
Referencing Datatype Packages
Assigning Types to Attributes
Data Categorization
Defining Data Categories
Importing the Solution Pack of Categories
Accessing Data Categories
Creating a Data Category
Indicating the Category of a Data Item
The data model
Data Modeling Principles
Summary of Concepts
Data model
Data diagram
Building a data model
Creating a Data Model
Creating a Data Diagram
Entities
Creating an entity
Attributes
Creating attributes
Inherited attributes
Associations
Creating an Association
Defining association roles (ends)
Multiplicities
Other association characteristics
Aggregation
Composition
Using reflexive associations
Displaying an N-ary Association
Constraints
Normalization Rules
First Normal Form
Second Normal Form
Third Normal Form
Generalizations
What is a generalization?
Multiple sub-entities
Advantages of sub-entities
Multiple inheritance
Creating a generalization
Discriminator
Identifiers
Defining an Entity Identifier
Identification by an attribute
Data Model Mapping
Functional Objectives
Distinguishing enterprise definitions and business function data
Integrating existing models
Use case
Running the mapping editor
Creating a Mapping
Deleting a mapping
Mapping details
Mapping properties
Object status
Mapping source
Example of mapping between data models
Other Notations Available with IA
IDEF1X Notation
Prerequisite
About Data Modeling with IDEF1X
Concept Synthesis for Data Modeling (IDEF1X)
Creating a Data Model (IDEF1X)
Data Diagram (IDEF1X)
Entities (IDEF1X)
Creating an entity
Attributes
Associations (IDEF1X)
Mandatory identifying relationship
Mandatory non-identifying relationship
Mandatory Non-Identifying Relationship
non-specific relationship
Associative entity
Defining Association Roles
Multiplicities
Categorization Relationships (Generalizations) - (IDEF1X)
What is a Categorization (Generalization)?
Creating a Categorization
Multiple Categories
Multiple Category Clusters
Complete Categorization
Discriminator
I.E. Notation
Prerequisite
About Data Modeling with I.E.
Concept Synthesis for Data Modeling (I.E)
Creating a Data Model (I.E)
Data Diagram (I.E.)
Entities (I.E.)
Creating an entity
Attributes
Associations (I.E)
Overview
Associations and their Multiplicities
Sub-types (I.E)
What is sub-type?
Multiple Subtypes
Advantages of sub-types
Multiple inheritance
Creating a sub-type
The Merise Notation
Prerequisite
About Data Modeling (Merise)
Concept Synthesis for Data Modeling (Merise)
Creating a Data Model (Merise)
Data Diagram (Merise)
The entities (Merise)
Creating an entity
The associations (Merise)
Examples of associations
Reflexive relationships
"n-ary" relationships
Participations or cardinalities
Creating an Association (Relationship)
Attributes (Information) - Merise
Properties
Identifier
Creating Attributes
Normalization Rules (Merise)
First Normal Form
Second Normal Form
Third Normal Form
Refining Data Model Specification (Merise)
Ordering Attributes
Attribute Description
Participations or cardinalities
Sub-typing (Merise)
What is sub-type?
Database and Physical Data
Logical Formalism and Synchronization
Database
Creating Databases
Database Properties
Associating a Package with a Database
Importing a DBMS Version
Relational Diagram
Creating the Relational Diagram
Creating objects in the diagram
Configuring display of relational diagrams
Defining the components of a database
Database Tables
Creating a table
Deleting a table
Table Columns
Viewing columns
Creating a column
Deleting a column
Modifying Keys and Indexes
Creating a Key
Primary key
Foreign key
Creating an Index
Adding a Column to a Key or Index
Specifying Primary and Foreign Keys
Specifying Primary Keys
Specifying Foreign Keys
Column Primary Key of Two Tables
Column Primary Key of Three Tables
Database Modeling Rules
Attribute and Column Types
Attribute Datatypes
Datatype Packages
Creating a New Datatype Package
Creating a datatype
Referencing Datatype Packages
Assigning Types to Attributes
Determining Column Datatypes from Attribute Types
Pivot Types
List of pivot types
Connecting a Datatype to a Pivot Type
Connecting a Datatype to a Pivot Type in UML Notation
By inheritance
By a correspondence link
By an equivalence link
By creating a compound datatype
Mappings Between Pivot Types and Datatypes
Example of correspondence between pivot types and Oracle 8 datatypes
Creating New Datatypes
Creating Datatypes - Example for Oracle 10
Objective
Steps
Prerequisite Conditions
Creating a new datatype
Connecting the datatype to the pivot type
Configuring conditions on links
Verifying datatypes
Creating Datatypes - Example for SQL Server 7
Objective
Creating a new datatype
Connecting the datatype to the pivot type
Configuring conditions on links
Physical Data Maps and Areas
The Physical Data Map
Creating a Physical Data Map
The Components of a Physical Data Map
Physical Data Areas
Creating a Physical Data Area
Relational Data Area
Diagram of a relational data area
Adding a component to a relational data area
Defining the access mode to the referenced object
Data Architecture - Tools
Synchronizing logical and physical models
Synchronization Display Options
"Logical to Physical" Synchronization Rules
Logical > physical synchronization: the application and logical data areas
Logical to Physical Synchronization: the Entities (or Classes)
General rule
Sub-entity
Abstract entity
Realized entity
Logical to Physical Synchronization: the Associations
Constraint associations (multiplicities: 0,1 or 1,1)
Constraint associations (multiplicities: 0,1 and 0,1)
Deadlocks
Non-constraint association
Association class
Logical to Physical Synchronization: the Parts (UML)
Example 1: None / *
Example 2: Aggregation / *
Example 3: Composition / 0..1
From the Logical Model to the Physical Model
Running Synchronization (Logical > Physical)
Step 1: Selecting the source objects to be synchronized
Step 2: Synchronization options
Step 3: Protecting objects
Step 4: Validating results
Using Options (Logical > Physical)
Take account of optimizations
Take account of deletions
Possible option combinations
Protecting Objects
Frozen mode
Realized mode
Synchronization Results: Correspondences
Mapping characteristics
Reduced Synchronization (Logical to physical mode)
Reduced Synchronization Source Objects (Logical > Physical)
Running from a data model
Running from a data model entity
Running on an entity outside context
Reduced Synchronization Strategies (Logical > Physical)
Impact of synchronized object on other objects
Impact of other objects on synchronized object
All impacts
Running Reduced Synchronization (Logical > Physical)
Reduced synchronization options
Running Synchronization After Modifications
Synchronization after Modification of the Data Diagram
Newly created entities, associations, and attributes in the data diagram
Entities, associations, or attributes deleted from the data diagram
Modified attribute characteristics
Modified name of an attribute, entity, or association
Modified maximum multiplicity of an association
Modified association links
Synchronization after Modifications to the Physical Diagram
Deleted table or column
Created objects
Modified characteristics of objects created by synchronization
Modified order
From the Physical Model to the Logical Model
"Physical to Logical" Synchronization Rules
Running Synchronization (Physical > Logical)
Step 1: Selecting objects to be synchronized
Step 2: Synchronization options
Step 3: Protecting objects
Step 4: Validating results
Reduced synchronization
"Physical to Logical" Synchronization Results
Owner data model
Data diagrams
Mappings
Configuring Synchronization
Preparing Synchronization
Creation Options
On a database
On the DBMS
Configuring Name Generation
Naming rules
Modifying a naming rule
Entering the SQL mask
Configuring PK column names (implicit identifier)
Diagram Synchronization
Case of Diagram Update at Synchronization
After source diagram modification
After target diagram modification
After modification of both diagrams
No modification detected
Particular case: an entity mapping with two tables
Model Mapping
The Database Editor
Run the editor on a database
Creating a Logical/Physical Mapping Tree
Creating a Mapping
Deleting a mapping
Mapping Details
Mapping Properties
Mapping Report
Object status
Saving display of editor indicators
Mapping Source
Mapping Drawing
Denormalizing logical and physical models
Denormalization Principles
Denormalization: consistency of models
Transferring mappings
Deleting source objects
Synchronization and Denormalization
Combining denormalization and synchronization options
Denormalization: Use Case
Logical Denormalization
Running Logical Denormalization
Logical denormalization example
Logical Denormalization Wizards
Transform association to entity
Transform entity to association
Transform generalization to association
Transform association to generalization
Vertical partition of an entity
Horizontal partition of an entity
Merging of entities
Merging of ascending entities
Merging of descending entities
Copy/paste of attributes
Physical Denormalization
Running Physical Denormalization
Physical denormalization example
List of Physical Denormalization Wizards
Vertical partition of a table
Horizontal partition of a table
Merging of tables
Transform foreign key to table
Transform table to foreign key
Copy/paste of columns
Generating SQL scripts
Running SQL Generation
SQL Generation Objects
Start the generation wizard
Incremental Generation
Incremental Generation Objects
Running Incremental Generation
Generation options
Start the generation wizard
Configuring SQL generation
Configuring the DBMS Version
Supported DBMS versions
Modifying DBMS version properties
Configuring Database Generation
Prefixing Object Names
Inheritance
DBMSs concerned
Supported Syntax
CREATE TABLE Instruction
Managing NOT NULL
PRIMARY KEY clause
FOREIGN KEY clause
UNIQUE clause
CREATE INDEX Instruction (Oracle, Sybase, SQL Server)
Definition of an index
Processing and generating SQL commands
CREATE VIEW Clause
Defining Database Views
Creating Database Views
Add a table or a column to a view
SQL Definition
View joints
User mode
Fields
Defining a Data Group
Defining Triggers for a Database
Creating Triggers
Trigger triggering
References
SQL Definition
Repository Integrity
Using Stored Procedures
Adding Physical Properties to Database Objects
Target DBMSs
Creating Physical Properties
Objects containing physical parameters
Creating a new clause
Connecting a clause
Naming clauses
Physical Model Customization Example
Generating the SQL File
Reverse engineer tables
Running Reverse Engineering
Physical Properties Reverse Engineering
Default Values
Eliminating Redundant and Transverse Values
Specific Cases
Physical properties of tablespaces
Clusters Reverse Engineering
ODBC Extraction Utility
Prerequisite
Extracting the Description of a Database
Extraction Report File
Extraction Results File
Customizing ODBC Extraction
Using the Odwdbex.ini file and customized queries
Using ODBC standard APIs
Select Clause Formats
Primary Keys
Foreign Keys
Indexes
Columns
Pivot Types and Datatypes Correspondence Tables
The following tables show correspondence between pivot types and the different supported DBMSs and their versions.DB2 OS/390 Version 5
DB2 OS/390 Version 7
DB2 for z/OS Version 8
DB2 Universal Database Version 5
DB2 Universal Database Version 7
DB2 Universal Database Version 8
DB2 Universal Database Version 9
DB2 Version 9 For OS
Informix Dynamic Server 7.3
Ingres II 2.0
MySQL 4.1
MySQL 5.0
Oracle 10
Oracle 11
Oracle 8
Oracle 9i
PostgreSQL9.3
SQL ANSI/ISO 9075:1992
SQL Server 2000
SQL Server 2005
SQL Server 2008
SQL Server 7
Sybase Adaptive Server 11
Sybase Adaptive Server 12.5
Teradata Database
Use of Data by the Information System
Defining the data used by applications
Creating the Inventory of Application Assets
Connecting Data to an Application
Creating a data store on an application
Defining data access mode
Connecting Data to an Application Flow Scenario
Creating a data store on an application flow
Defining the data used by processes
Creating an inventory of processes
Process Types
Creating a Process
Connecting Data to a Process
Creating a data store
Defining data access mode
Connecting Data to a Content
Data Responsibility
Use of Responsibilities in HOPEX Information Architecture
Roles Applicable to Data
Accessing Notifications
Defining Responsibilities for Data
Viewing the Persons in Charge of an Object
Automatic Assignment of an Object
Explicit Assignment of an Object
Consulting Data Governance reports
Regulations and Business Rules
Defining Regulations and Their Application
Creating an Inventory of Regulatory Frameworks (External Regulations)
Importing the regulatory solution pack
Create a regulatory framework
Adding a section to the regulatory framework
Adding an article to a section
Creating an Inventory of the Business Policy Frameworks (Internal Regulations)
Creating a business policy framework
Adding a category to the business policy framework
Create a Data Assurance Domain
Defining the elements of a data assurance domain
Connecting a data lineage to a data assurance domain
Data Assurance Domain Report
Generating a data assurance domain report
Report content
Analyzing Information Constrained by a Regulatory Framework
Ensure Compliance with Data: Create Business Rules
Defining a Business Rule
Rules Report
Quality and Traceability of Data
Describe a Data Lineage
Creating a Data Lineage and its Diagram
Creating a data lineage
Initializing the diagram
Lineage objects
Participant
Steps
Processing software
Technology
Transitions
Assessing the Data Quality in HOPEX Information Architecture
Evaluation Objects
Data Evaluation Criteria
Completeness
Accuracy
Consistency
Validity
Uniqueness
Timeless
Data evaluation modes
Direct evaluation
Evaluation By Campaign
Data Quality Report
Data Analysis Reports
Accessing Reports
Description Reports
The View Report
Glossary Report
Data Domain Map
Data Domain Dependencies
Word Cloud Reports
Amount of Information in Information Areas
Extent of the Description of the Information
Use of Information in Data Area
Data Usage Reports
Use of information held by a container
Use of information in an domain
Use of information of an information map
Use of information
Use of information of the domains of a container
Policies Reports
Regulatory Framework Report
Rules Report
Report DataSets
Creating a Report DataSets
Example of a Report Dataset
Data Validation Workflow
Validation workflow steps
Generating a workflow report
Data Import and Export
Importing Business Data from an Excel File
Downloading the Excel File Template
Content of the Excel Template
Term Sheet
Concept Sheet
Synonym Sheet
Component sheet
State Concept sheet
Importing Logical Data from an Excel File
Downloading the Excel File Template
Content of the Excel Template
Data Dictionary sheet
Data Type sheet
Data Type Component sheet
Class sheet
Attribute sheet
Relationship sheet
Generalization sheet
Introduction to Information Architecture
Importing Logical Data from an Excel File