Introduction to HOPEX Data Governance
The Scope Covered by the HOPEX Data Governance Solution
Data Discovery
Business Glossary
Data Architecture
Three Modeling Levels
Data Category
Design Workflow
Use of Data
Data Quality and Compliance
Definition of Responsibilities
Definition of rules and standards
Traceability of Data (Data Lineage)
Evaluation of data
Analysis reports
Data Governance vs Information Architecture
Connecting to HOPEX Data Governance
HOPEX Data Governance Profiles
Business Roles of HOPEX Data Governance
The HOPEX Data Governance Desktop
HOPEX Data Governance Home Page
Scope Indicators
Displaying the Working Environment of an Enterprise
Creating an enterprise and its working environment
Data Catalogs
Description of a Data Catalog
Contents of a Data Catalog
Data Source
Meta Dataset
Meta field
Regulations Associated with the Data Catalog
Data Lineage of a Data Catalog
Concept Domain Map of a Data Catalog
Data Source Infrastructure
Data Store Organization
Hosting
Use
Completing a Data Center
Searching the Data Catalog
Performing a Search
Prerequisite
Search filters
Result filters
View Metadata Details
Creating a Data Catalog
Data Catalog Workflow
Starting the data catalog workflow
Associating Keywords with Metadata
Defining Metadata Categories
Reports of a Data Catalog
Overview of the Data Catalog
Data Catalog report
Connecting Metadata to Business Information
Collecting Business Data
Monitoring of Data Call Forms
Catalog Data Quality
Connecting a Data Quality Policy to the Data Catalog
Connecting a Data Quality Policy to Physical Metadata
Snapshot of a Data Catalog
Data Discovery
The HOPEX Data Discovery Module
Deployment
Connection Options to Data Sources
Running HOPEX Data Discovery
Access conditions
Online mode
Stand-alone mode
Prerequisite
Running the import in standalone mode
Incremental import
Data Lineages
Functional Data lineage
Creating a Functional Data Lineage and its Diagram
Initializing the diagram
Data Lineage Workflow
Objects of the Data Lineage Diagram
Participant
Origin business data
Data flow
Concept property rule
Data quality measure
Processing software
Technology
Technical Data Lineage
MANTA Import Overview
Prerequisite Conditions
Authorizing url access to MANTA objects
Setting CSP (Content Security Policies) options
Setting a unique server name when extracting metadata
Revision management in MANTA
Importing MANTA Data
Viewing the Technical Data Lineage
Accessing the technical data lineage
Business Glossary
Introduction to the Creation of a Business Ontology
Vocabulary Management Process
Analysis and organization of business concepts
Concept realization
Consulting the Business Glossary
Searching for Terms in the Business Glossary
Prerequisite
Scope of the Search
Starting the Search
Search filters
Result filters
Displaying the Details of a Term
Standard characteristics
Advanced characteristics
Generating a Glossary
Launching a Glossary Report
Using the Glossary in a Multilingual Context
Defining Business Information
Objects Used
Concept and Term
Links Between Concepts
Definition links
Dependency links
Concept Properties
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
The Concept Domain Diagram
Concept Structure Diagram
Concept Type Structure Diagram
State Concept State Structure Diagram
Individual Structure Diagram
The concept life cycle structure diagram
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
Initializing a Business Dictionary Using Physical Data
Initializing a Business Dictionary from Meta Datasets
Initializing a Business Dictionary when Creating Logical or Physical Data
Displaying the Realization Chart
Concept Domain Map
Creating a Concept Domain Map
The Components of a Concept Domain Map
Example of a Concept Domain Map
Reports Available on a Concept Domain Map
Concept Domain
Creating a Concept Domain
Creating the Structure Diagram for a Concept Domain
Building Concept Diagrams
Creating a concept diagram of a concept domain
The components of a concept diagram
Overview of links between objects
Graphic appearance of diagram objects
Defining the Components of a Concept Domain
The components of a concept domain
Defining the access mode to the components (CRUD)
Concept
Accessing the List of Concepts
Creating Concepts
Concepts and Terms
Connecting an existing term to a concept
Creating terms in multiple languages from a concept
Creating synonyms in multiple languages
Renaming Concepts
Concept Properties
Overview
Characteristics
Components
Relationships
Data Usage
Rules and Regulations
Data Quality
Reports
Workflows
Concept Components
Accessing Concept Components
Creating a Concept Component from a Diagram
Describing Concept Power Components
Describing a Computed Concept Component
Concept Properties
Creating a Concept Property
Creating a Concept Property
Connecting a concept property to a concept
Connecting two concept properties
Creating a Computed Concept property
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
Individuals
Accessing Concept Individuals
Creating an Individual
Individual Properties
Creating an Individual Classification
Creating a Dictionary Entity Component
Individual Structure Diagram
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 concept domain
Individual state properties
Creating an Individual event from a concept domain
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
Concept Type
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 concept domain
Describing Concept Type Variations
Accessing concept type variations
Creating a concept type variation from a concept domain
The Concept Type Structure Diagram
Concept View
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
Associating a Calculation Rule with a Business Object
Calculation Rule on a Concept Property
Example
Creating the calculation rule
Defining rule input and output objects
Calculation Rule on a Concept
Connecting the Business Concepts to the Logical and Physical architecture
Realization of Concept
Defining the Object that Realizes a Concept
Concept realization graph
Defining the Concept Realized by a Class
Using Realization Matrices
Realization Levels
Creating a Realization Matrix
Data Architecture and Tools
Modeling Data dictionaries
Logical Data Modeling Options
Formalisms
Notations
Overview of Logical Data
Data Dictionary
Data Domain Map
Logical Data Domain
Logical Data View
Data Model
Example
Data Dictionary
Elements of a Data Dictionary
Accessing the elements of a data dictionary
Importing logical data
Data Domain Map
Creating a Data Domain Map
Components of a Data Domain Map
Data Domains and Logical Data Domains
Creating a Data Domain
The Data Domain Diagram
Example of diagram
Creating the diagram of a data domain
Adding an object to the diagram
Adding a Component to the Data Domain
Defining the access mode to the components (CRUD)
Logical Data View
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
Class Diagram
Creating a Package
Creating a Class Diagram
Datatypes
Data Type Packages
Creating a New Datatype Package
Creating a datatype
Referencing Datatype Packages
Assigning Types to Attributes
Data Model
Summary of Concepts
Data Model
Data diagram
Building a Data Model
Prerequisite
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
Aggregation
Composition
Reflexive Associations
“N-ary” Association
Constraints
Normalization Rules
First Normal Form
Second Normal Form
Third Normal Form
Generalizations
What is a generalization?
Multiple sub-entities
Multiple inheritance
Creating a generalization
Discriminator
Entity Identifier
Identification by an attribute
Data Model Mapping
Functional Objectives
Running the mapping editor
Creating a mapping
Deleting a mapping
Mapping details
Example of mapping between data models
IDEF1X Notation
About Data Modeling with IDEF1X
Summary of Concepts (IDEF1X)
Creating a Data Model (IDEF1X)
Prerequisite
Creating a Data Model
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
About Data Modeling with I.E.
Summary of Concepts (I.E.)
Creating a Data Model (I.E)
Prerequisite
Creating a Data Model
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
Merise Notation
About Data Modeling (Merise)
Summary of Concepts (Merise)
Creating a Data Model (Merise)
Prerequisite
Creating a Data Model
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?
Modeling Databases
Logical Formalism and Synchronization
Database
Creating Databases
Database Properties
Associating a Package with a Database
Importing a DBMS Version
Relational Schema Map and Relational Schemas
Relational Schema Map
Creating a relational schema map
Components of a relational schema map
Relational Schema
Creating a Relational Schema
Relational Schema Diagram
Relational Diagram
Creating the Relational Diagram
Creating objects in the diagram
Configuring display of relational diagrams
Database Components
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
Primary and foreign keys
Specifying Primary Keys
Specifying Foreign Keys
Column Primary Key of Two Tables
Column Primary Key of Three Tables
Data Types and Column Datatypes
Attribute Datatypes
Determining Column Datatypes from Attribute Types
Pivot Types
Connecting a Datatype to a Pivot Type
Connecting a Datatype to a Pivot Type in UML Notation
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
Creating Datatypes - Example for SQL Server 7
Database Modeling Rules
Data Categorization
Defining Data Categories
Accessing Data Categories
Creating a Data Category
Indicating the Category of a Data Item
Defining a Category on a Business Data
Associating a Data Category with a Regulation
Data Responsibility
Use of Data Responsibilities
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
Use of Data by the Information System
Defining the Data Used by Applications
Creating Applications with HOPEX Data Governance
Connecting Data to an Application
Creating a Data Store on an Application
Creating a data from a data store
Defining data access mode
Defining an Application as the Golden Source
Defining an Application as Golden Copy
Impact of the Data Used
See in which Applications a Data is Used
Defining the Data Used by Processes
Creating the 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
Defining the Data Used by Business Capabilities
Creating Business Capabilities with HOPEX Data Governance
Connecting Data to a Business Capability
Synchronizing logical and physical models
Synchronization Display Options
"Logical to Physical" Synchronization Rules
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
Prerequisite
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
Recognizing Datatypes by ODBC
Datatype Recognition Problems
Physical Properties Reverse Engineering
Default Values
Eliminating Redundant and Transverse Values
Specific Cases
Physical properties of tablespaces
Clusters Reverse Engineering
Extracting Database Schema Description from Data Sources
Required Data Source Configuration
Downloading HOPEX Data Source Extractor
Starting Data Extraction
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
DB2 Version 9 For OS
MySQL 5.0
Oracle 11
PostgreSQL9.3
SQL ANSI/ISO 9075:1992
SQL Server 2008
Teradata Database
Compliance
Rules and Regulations
Creating an Inventory of Regulatory Frameworks (External Regulations)
Importing the Module of Regulatory Frameworks
Structure of a Regulatory Framework
Creating a Regulatory Framework
Defining the objects in your organization constrained by a regulatory framework
Viewing the objects constrained by a regulatory framework
Adding a Section to the Regulatory Framework
Defining the objects constrained by a section of a regulatory framework
Adding an Article to a Section
Adding a Definition to an Article
Creating the Inventory of Control Directives
Accessing the list of control directives
Supported and supporting directives
Enforcement level of control directives
Associating a control directive with an article of regulatory framework
Viewing articles associated with a control directive
Creating an Inventory of the Policy Frameworks (Internal Regulations)
Creating a Policy Framework
Adding a Section to the Policy Framework
Adding a Business Policy
Analyzing Information Constrained by a Regulation
Importing UCF Documents
Using UCF Import
UCF Import Prerequisites
Parameterizing UCF Import
Importing Data from the Common Controls Hub
Defining the Applicable Regulatory Content
Regulatory content relevance
Reviewing regulatory frameworks after UCF import
Selecting relevant content for your organization
Ensure Compliance with Data: Create Business Rules
Defining a Business Rule
Rules Report
Data Quality
Defining a Data Quality Policy
Creating a Data Quality Policy
Define Data Quality Indicators
Create a quality indicator
Setting the last indicator value
Indicator report
Importing Data Quality Policies and Indicators
Downloading the import template
Importing objects into HOPEX
Defining Data Quality Controls
Identifying Data Quality Issues
Addressing the Data Quality Issues Encountered: Action Plans
Properties of an action plan in HOPEX Data Governance
Assess Data Quality
Quality Dimensions
Evaluation Objects
Direct Assessment
Assessment By Campaign
Data Quality Report
Data Reports and Analysis Tools
Analysis Report
Accessing HOPEX Data Governance Reports
Description Reports
The View Report
Glossary Report
Data Domain Map
Realization Chart
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
Regulatory Reports
Regulatory Framework Report
Regulatory Compliance and Data Transformations
Rules Report
Data Catalog Reports
Data Catalog Report
Data Quality Report
Report DataSets
Creating a Report DataSets
Example of a Report Dataset
Definition of terms used
Business dictionary x Concept Matrix
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
Concepts sheet
Properties 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
Importing Data Assessments
Import Example
Content of the Excel Template
Downloading the Excel Template
Importing an Excel File of Data Assessments
Appendix – Data Discovery Connectors
Introduction
Prerequisite for using HOPEX Data Discovery
Connection issues
Access
Access Version Support
Connection Options
Database
Logging
Schema
Miscellaneous
Amazon Athena
Connection Options
Authentication
Connection
AWS Authentication
SSO
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Amazon DynamoDB
Amazon DynamoDB Version Support
Connection Options
AWS Authentication
SSO
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Azure Analysis Services
Connection Options
Authentication
Azure Authentication
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Azure Data Catalog
Connection Options
Authentication
Azure Authentication
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Azure Synapse
Connection Options
Authentication
Bulk
Azure Authentication
OAuth
SSL
Firewall
Logging
Schema
Miscellaneous
Azure Table
Connection Options
Authentication
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
BigQuery
Connection Options
Authentication
BigQuery
Storage API
Uploading
OAuth
JWT OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Cassandra
Cassandra Version Support
Connection Options
Authentication
Kerberos
SSL
SSH
Firewall
Logging
Schema
Caching
Miscellaneous
Cloudant
Connection Options
Authentication
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
CockroachDB
CockroachDB Version Support
Connection Options
Authentication
SSL
Firewall
Logging
Schema
Miscellaneous
Confluence
Connection Options
Authentication
SSO
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Cosmos DB
Connection Options
Authentication
Azure Authentication
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Couchbase
Connection Options
Authentication
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
CSV
Connection Options
Authentication
Connection
AWS Authentication
Azure Authentication
SSO
OAuth
JWT OAuth
Kerberos
SSL
SSH
Firewall
Proxy
Logging
Schema
Caching
Data Formatting
Miscellaneous
Databricks
Connection Options
Authentication
AWS Authentication
Azure Authentication
AzureServicePrincipal Authentication
SSL
Firewall
Proxy
Logging
Schema
Caching
Databricks
Miscellaneous
Dynamics 365
Microsoft Dynamics 365 Version Support
Connection Options
Authentication
Azure Authentication
OAuth
JWT OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Elasticsearch
Elasticsearch Version Support
Connection Options
Authentication
Connection
AWS Authentication
Kerberos
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Excel
Excel Version Support
Connection Options
Authentication
Connection
AWS Authentication
Azure Authentication
SSO
Data
OAuth
JWT OAuth
Kerberos
SSL
SSH
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
FinancialForce
Connection Options
Authentication
Connection
SSO
BulkAPI
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Excel Online
Connection Options
Authentication
Connection
Azure Authentication
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Google Data Catalog
Connection Options
Authentication
OAuth
JWT OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Google Spanner
Connection Options
Authentication
OAuth
JWT OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
HBase
Apache HBase Version Support
Connection Options
Authentication
Kerberos
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Hive
Apache Hive Version Support
Connection Options
Authentication
Kerberos
SSL
SSH
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
IBM DB2
Connection Options
Authentication
SSL
SSH
Firewall
Logging
Schema
Miscellaneous
IBM DB2 for z/OS
Prerequisite
Connection Options
IBM Informix
Informix Version Support
Connection Options
Authentication
SSL
SSH
Firewall
Logging
Schema
Miscellaneous
Impala
Connection Options
Authentication
Kerberos
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Jira
Connection Options
Authentication
SSO
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
JSON
Connection Options
Authentication
Connection
AWS Authentication
Azure Authentication
SSO
OAuth
JWT OAuth
Kerberos
SSL
SSH
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Kafka
Connection Options
Authentication
Connection
Kerberos
SSL
SchemaRegistry
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
MariaDB
MariaDB Version Support
Connection Options
Authentication
SSL
SSH
Firewall
Logging
Schema
Miscellaneous
MongoDB
MongoDB Version Support
Connection Options
Authentication
Kerberos
SSL
SSH
Firewall
Logging
Schema
Caching
Miscellaneous
MySQL
MySQL Version Support
Connection Options
Authentication
Azure Authentication
OAuth
SSL
SSH
Firewall
Proxy
Logging
Schema
Miscellaneous
SAS Data Sets
Connection Options
Authentication
Connection
AWS Authentication
Azure Authentication
SSO
OAuth
JWT OAuth
Kerberos
SSL
SSH
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Neo4j
Neo4j Version Support
Connection Options
Authentication
Connection
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Oracle
Prerequisite
Oracle OCI Version Support
Connection Options
Authentication
Logging
Schema
Miscellaneous
Parquet
Connection Options
Authentication
Connection
AWS Authentication
Azure Authentication
SSO
OAuth
JWT OAuth
SSL
SSH
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
PostgreSQL
PostgreSQL Version Support
Connection Options
Authentication
AWS Authentication
Azure Authentication
OAuth
Kerberos
SSL
SSH
Firewall
Logging
Schema
Miscellaneous
Redis
Redis Version Support
Connection Options
Authentication
Connection
SSL
SSH
Firewall
Logging
Schema
Caching
Miscellaneous
Redshift
Amazon Redshift Version Support
Connection Options
Authentication
AWS Authentication
SSO
SSL
SSH
Firewall
Proxy
Logging
Schema
Miscellaneous
Salesforce
Connection Options
Authentication
Connection
SSO
BulkAPI
OAuth
JWT OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
SAP
SAP ERP Version Support
Connection Options
Authentication
Security
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
SAP Cloud for Customer
SAP Cloud for Customer Version Support
Connection Options
Authentication
SSO
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
SAP Hana
Connection Options
Authentication
SSL
SSH
Firewall
Logging
Schema
Miscellaneous
Service Now
ServiceNow Version Support
Connection Options
Authentication
SSO
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Data Formatting
Miscellaneous
Sharepoint
SharePoint Version Support
Connection Options
Authentication
Azure Authentication
SSO
OAuth
JWT OAuth
Kerberos
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Snowflake
Snowflake Version Support
Connection Options
Authentication
Connection
Azure Authentication
SSO
KeyPairAuth
OAuth
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Spark
Spark SQL Version Support
Connection Options
Authentication
Kerberos
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
SQL Server
SQL Server Version Support
Connection Options
Authentication
Azure Authentication
OAuth
Kerberos
SSL
SSH
Firewall
Proxy
Logging
Schema
Miscellaneous
Description Extraction
SQL Server Analysis Services
Connection Options
Authentication
Kerberos
SSL
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Sybase
Sybase Version Support
Connection Options
Authentication
Kerberos
SSL
Firewall
Logging
Schema
Miscellaneous
Teradata
Prerequisite
Connection Options
Authentication
Connection
Firewall
Logging
Schema
Miscellaneous
XML
Connection Options
Authentication
Connection
AWS Authentication
Azure Authentication
SSO
OAuth
JWT OAuth
Kerberos
SSL
SSH
Firewall
Proxy
Logging
Schema
Caching
Miscellaneous
Introduction to HOPEX Data Governance
The Scope Covered by the HOPEX Data Governance Solution
Connecting to HOPEX Data Governance
The HOPEX Data Governance Desktop
Data Catalogs
Description of a Data Catalog
Contents of a Data Catalog
Data Source Infrastructure
Searching the Data Catalog
Creating a Data Catalog
Associating Keywords with Metadata
Defining Metadata Categories
Reports of a Data Catalog
Connecting Metadata to Business Information
Collecting Business Data
Catalog Data Quality
Snapshot of a Data Catalog
Data Discovery
The HOPEX Data Discovery Module
Running HOPEX Data Discovery
Data Lineages
Functional Data lineage
Technical Data Lineage
Business Glossary
Introduction to the Creation of a Business Ontology
Consulting the Business Glossary
Searching for Terms in the Business Glossary
Generating a Glossary
Defining Business Information
Objects Used
Presentation of Concept Modeling Diagrams
Business Dictionary
Initializing a Business Dictionary Using Logical or Physical Data
Concept Domain Map
Concept Domain
Building Concept Diagrams
Defining the Components of a Concept Domain
Concept
Concept Components
Concept Properties
Concept Inheritances
Concept structure diagram
Individuals
Concept or Individual States
Describing State Concepts
Describing Event Concepts
State Concept Structure Diagram
Describing Individual States and Events
Concept life cycle structure diagram
Using periods
Concept Type
Accessing the Concept Types List
Creating a New Concept Type
Concept Type Properties
Describing Concept Type Components
Describing Concept Type Variations
The Concept Type Structure Diagram
Concept View
Calculation Rule on Concepts
Associating a Calculation Rule with a Business Object
Connecting the Business Concepts to the Logical and Physical architecture
Realization of Concept
Using Realization Matrices
Data Architecture and Tools
Modeling Data dictionaries
Logical Data Modeling Options
Overview of Logical Data
Data Dictionary
Data Domain Map
Data Domains and Logical Data Domains
Logical Data View
Class Diagram
Datatypes
Data Model
Building a Data Model
Entities
Attributes
Associations
Reflexive Associations
“N-ary” Association
Constraints
Normalization Rules
Generalizations
Entity Identifier
Data Model Mapping
IDEF1X Notation
About Data Modeling with IDEF1X
Summary of Concepts (IDEF1X)
Creating a Data Model (IDEF1X)
Entities (IDEF1X)
Associations (IDEF1X)
Categorization Relationships (Generalizations) - (IDEF1X)
I.E. Notation
About Data Modeling with I.E.
Summary of Concepts (I.E.)
Creating a Data Model (I.E)
Entities (I.E.)
Associations (I.E)
Sub-types (I.E)
Merise Notation
About Data Modeling (Merise)
Summary of Concepts (Merise)
Creating a Data Model (Merise)
The entities (Merise)
The associations (Merise)
Attributes (Information) - Merise
Normalization Rules (Merise)
Refining Data Model Specification (Merise)
Sub-typing (Merise)
Modeling Databases
Logical Formalism and Synchronization
Database
Relational Schema Map and Relational Schemas
Relational Schema
Relational Diagram
Database Components
Database Tables
Table Columns
Modifying Keys and Indexes
Creating a Key
Creating an Index
Adding a Column to a Key or Index
Primary and foreign keys
Data Types and Column Datatypes
Mappings Between Pivot Types and Datatypes
Creating New Datatypes
Database Modeling Rules
Data Categorization
Defining Data Categories
Indicating the Category of a Data Item
Data Responsibility
Use of Data Responsibilities
Defining Responsibilities for Data
Use of Data by the Information System
Defining the Data Used by Applications
Defining the Data Used by Processes
Defining the Data Used by Business Capabilities
Synchronizing logical and physical models
"Logical to Physical" Synchronization Rules
Logical to Physical Synchronization: the Associations
Logical to Physical Synchronization: the Parts (UML)
From the Logical Model to the Physical Model
Running Synchronization (Logical > Physical)
Using Options (Logical > Physical)
Protecting Objects
Synchronization Results: Correspondences
Reduced Synchronization (Logical to physical mode)
Reduced Synchronization Source Objects (Logical > Physical)
Reduced Synchronization Strategies (Logical > Physical)
Running Reduced Synchronization (Logical > Physical)
Running Synchronization After Modifications
Synchronization after Modification of the Data Diagram
Synchronization after Modifications to the Physical Diagram
From the Physical Model to the Logical Model
"Physical to Logical" Synchronization Rules
Running Synchronization (Physical > Logical)
"Physical to Logical" Synchronization Results
Configuring Synchronization
Preparing Synchronization
Creation Options
Configuring Name Generation
Diagram Synchronization
Model Mapping
The Database Editor
Mapping Details
Denormalizing logical and physical models
Denormalization Principles
Denormalization: consistency of models
Synchronization and Denormalization
Denormalization: Use Case
Logical Denormalization
Physical Denormalization
Generating SQL scripts
Running SQL Generation
Prerequisite
SQL Generation Objects
Start the generation wizard
Incremental Generation
Configuring SQL generation
Configuring the DBMS Version
Configuring Database Generation
Prefixing Object Names
Supported Syntax
CREATE TABLE Instruction
CREATE INDEX Instruction (Oracle, Sybase, SQL Server)
Defining Database Views
Defining a Data Group
Defining Triggers for a Database
Using Stored Procedures
Adding Physical Properties to Database Objects
Reverse engineer tables
Running Reverse Engineering
Recognizing Datatypes by ODBC
Physical Properties Reverse Engineering
Extracting Database Schema Description from Data Sources
Pivot Types and Datatypes Correspondence Tables
DB2 Version 9 For OS
MySQL 5.0
Oracle 11
PostgreSQL9.3
SQL ANSI/ISO 9075:1992
SQL Server 2008
Teradata Database
Compliance
Rules and Regulations
Creating an Inventory of Regulatory Frameworks (External Regulations)
Creating an Inventory of the Policy Frameworks (Internal Regulations)
Analyzing Information Constrained by a Regulation
Importing UCF Documents
Ensure Compliance with Data: Create Business Rules
Data Quality
Defining a Data Quality Policy
Assess Data Quality
Data Quality Report
Data Reports and Analysis Tools
Analysis Report
Report DataSets
Data Validation Workflow
Data Import and Export
Importing Business Data from an Excel File
Importing Logical Data from an Excel File
Importing Data Assessments
Appendix – Data Discovery Connectors
Introduction
Access
Amazon Athena
Amazon DynamoDB
Azure Analysis Services
Azure Data Catalog
Azure Synapse
Azure Table
BigQuery
Cassandra
Cloudant
CockroachDB
Confluence
Cosmos DB
Couchbase
CSV
Databricks
Dynamics 365
Elasticsearch
Excel
FinancialForce
Excel Online
Google Data Catalog
Google Spanner
HBase
Hive
IBM DB2
IBM DB2 for z/OS
IBM Informix
Impala
Jira
JSON
Kafka
MariaDB
MongoDB
MySQL
SAS Data Sets
Neo4j
Oracle
Parquet
PostgreSQL
Redis
Redshift
Salesforce
SAP
SAP Cloud for Customer
SAP Hana
Service Now
Sharepoint
Snowflake
Spark
SQL Server
SQL Server Analysis Services
Sybase
Teradata
XML