Creating Systems

You can harvest (scan) metadata from data sources in the Metadata Manager. The scanned metadata is stored in a hierarchical manner (System > Environment > Table > Column) in the Data Catalog.

A System can contain multiple environments and in a typical data integration project a system can be a source or target type. You can create a system and specify data steward, system owner, and its business purpose etc.

Apart from creating systems, you can manage other system configurations using Metadata Options available in the top-right corner.

To create systems, follow these steps:

  1. Go to Application Menu > Data Catalog > Metadata Manager > Explore.
  2. In the Data Catalog pane, click Metadata Options.
  3. Click New System.

    4. The New System page appears.

  4. Enter appropriate values in the fields. Fields marked with a red asterisk are mandatory. Refer to the following table for field descriptions.

    5. Field Name

    Description

    System Name

    Specifies the physical name of the system.

    For example, Enterprise Data Warehouse.

    For more information on naming conventions, refer to the Best Practices section.

    Server Platform

    Specifies the server platform of the system.

    For example, Windows.

    DBMS Platform

    Specifies the DBMS platform of the system (if the system is an RDBMS source).

    For example, SQL Server.

    File Management Type

    Specifies the file management system (if the system is a file-based source).

    For example, MS Excel.

    Owner Name

    Specifies the full name of the system owner.

    For example, Talon Smith.

    Telephone Number

    Specifies the telephone number of the system owner.

    For example, 1-800-783-7946.

    Primary Move Type (Source/Target)

    Specifies whether the system is source, target, or both.

    Valid values are:

    • Source

    • Target

    • Both

    Server OS version

    Specifies the OS version of the system's server.

    For example, Windows Server 2012 R2.

    DBMS Version

    Specifies the DBMS version of the system (if the system is an RDBMS source).

    For example, SQL Server 2017.

    File Location

    Specifies a file path (if the system is a file-based source).

    For example, C:\Users\Talon Smith\erwin\Mike - Target System

    Release

    Specifies the system release including the point release number.

    For example, Oracle 18c.

    Email Address

    Specifies the system owner's email address.

    For example, talon.smith@mauris.edu

    Sensitive Data Indicator (SDI) Classification

    Specifies the sensitivity classification of the system. Also, you can add multiple classifications to the system.

    For example, PHI, Confidential.

    For more information on configuring Sensitive Data Indicator (SDI) classifications, refer to the Configuring Sensitivity Classifications topic.

    Sensitive Data Indicator Description

    Specifies the description of the SDI classification.

    Data Steward

    Specifies the name of the data steward responsible for the system.

    For example, Jane Doe.

    Users assigned with the Legacy Data Steward role appear as drop down options. You can assign this role to a user in the Resource Manager.

    To assign data steward, select a data steward from the drop down options.

    DQ Score

    Specifies the overall data quality score of the system.

    For example, High (7-8).

    For more information on configuring DQ scores, refer to the Configuring Data Profiling and DQ Scores topic.
  5. Click the Miscellaneous tab or click .
  6. Enter appropriate values in the fields. Fields marked with a red asterisk are mandatory. Refer to the following table for field descriptions.

    7. Field Name

    Description

    ESB Platform Type

    Specifies the enterprise platform bus type (if the system is an ESB source).

    For example, Mule.

    ESB Q Manager Name

    Specifies the ESB queue manager's name of the system (if the source is an ESB).

    For example, John Doe.

    Total DBSize

    Specifies the total physical size of the database.

    For example, 198 GB.

    Total Number of Tables

    Specifies the total number of tables associated with the system.

    For example, 300.

    Definition of the Day

    Specifies the definition of the system at the end of the day.

    For example: Extraction of details from the source system is complete.

    Batch Extract Window

    Specifies the daily batch extract window of the system.

    For example: Batch extract from the source system is scheduled at 3:30 P.M. everyday.

    Average User

    Specifies the average number of system users.

    For example, 30.

    Average Concurrent Users

    Specifies the average number of concurrent system users.

    For example, 15.

    Special Instructions

    Specifies any special instructions or comments about the system.

    For example: The system acts as a source for creating the mapping specification.

    Business Purpose

    Specifies the DBMS platform of the system (if the system is an RDBMS source).

    For example, SQL Server.
  7. Click .
    A new system is created.

    8. Alternatively, before saving this system, you can add a new environment and configure the connections. To setup an environment, click to view the New Environment page.

Once the system is created, you can create environments and scan metadata from different database types.

You can enrich the system further by:

You can manage a system as per your requirements. Managing systems involves:

  • Editing or deleting systems
  • Exporting systems information