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Essential Information and Data Pack

It’s been a couple of months since we released the Information and Data Pack and I thought it would be useful to take a more detailed look at what is in this extension to the Essential Meta Model and what it can do for us.

 

Firstly, thanks to our community members who have given us some feedback and found a couple of small bugs in there. We’ve started a forum thread to catch any more issues as we find them but will be releasing a patch and new version of the pack in the coming weeks – we wanted to make sure we had as many issues addressed in a single update as possible. If you’ve found any issues in there, please let us know in this forum.

 

This optional extension pack is a major extension to the Information layer of the meta model but although there are some tweaks of the core meta model elements, this is mostly an extension to what was already there.

 

We have added a number of important meta classes for managing Data elements and the relationships that these have to Application, Information and Business elements, enabling the resulting models to support Enterprise Data Management and Enterprise Information Management activities. More about that later in this blog.

 

One of the most important concepts in the pack is the separation between Information and Data. We have defined strong semantics for what is Information and what is Data, so that there is a clear and consistent framework for capturing and managing these elements of your Information and Data architecture.

 

We’ve based this on the commonly used “Information is Data in context” definition. Data elements have the same meaning and value regardless of the context in which they are used, whereas Information elements differ depending on the context. e.g. Product data means the same things regardless of whether we are looking it in the context of Stock, Sales, Manufacturing. That’s not to say that we only have one Product data element in our architecture, we can define as many variants of how Product data is managed in our organisation as we need – in terms of the attributes and relationships. e.g. Product Item data might have a different set of attributes to a Bill of Materials data object.

 

In contrast, Information takes data and uses it in a particular context. e.g. Stock Volume by Location might use data about Products at particular locations in the organisation and would have a different value for a single Product depending on the Location.

 

This separation of the Information and Data fits neatly into how we need to manage these things in the real world. Data combined and used to produce the Information that we need.

 

Naturally, we’ve used the Conceptual, Logical and Physical abstractions for the new Data metaclasses, covering the WHAT, HOW and WHERE for data elements. In addition to adding these new meta classes, we have created powerful relationship classes to them that enable us to clearly understand how Information and Data is being used by Applications and Business Processes. Some of this might seem a bit complex at first glance but this is due to the contextualised nature of these relationships. What we’ve created are constructs that enable us to understand what Information Applications use and create and in the context of that, which data elements are used, specifically, to deliver that Information – and in that context what are the CRUD for the Information and the Data. We believe that having these types of contextual relationships is a uniquely powerful capability of Essential Architecture Manager but we haven’t added these just because we can but because without them we cannot accurately or even reliably understand what is really going on in our organisation with respect to Information and Data.

 

So, what kind of things can we do with the Information and Data Pack?

We have designed the meta model to support Information Management and Data Management activities managing all the dependencies that exist between information and data elements and also how these are used by Application elements and how they are produced by Applications.

 

More specifically, in combination with the Views that are supplied out-of-the-box, we can understand where issues exist with our Master Data Management solutions, e.g.

  • where are we mastering Product data?
  • how is this data being supplied to our Applications?
  • how does this compare to how data should be supplied to our applications (according to our MDM policies)?

 

As you will have come to expect, the supplied Views are easy-to-consume, hyperlinked perspectives that are designed to give valuable insights to a wide range of stakeholders – not just Information and Data professionals.

 

We can browse the Data catalogue, drill into individual subjects, see what Objects we have in each subject and how each of these objects is defined. Further drill-downs can take us to views that should how this Object is provided to the relevant applications in the enterprise and from where.

 

Based on the detailed CRUD information that we can capture in the model, we can easily produce CRUD matrices from a wide variety of perspectives, e.g. CRUD of Data Subjects by Business Capability, CRUD of Data Objects by Business Process – both of which are derived from the details in the model, which means that these are automatically updated as the content of the model is updated.

 

One of the most powerful Views is also one of the simplest. We find that providing a browser-based, easy-to-access place to find accurate and detailed definitions for all the Information and Data elements – and most importantly in easy-to-understand terms – is a capability that is quickly valued, in particular by non-technical stakeholders. Deliberately, there are no ERDs or UML class diagrams in these definitions. Rather, we can explore the catalogue of the Information and Data elements in a highly hyperlinked environment, providing an automatically generated data (and information) dictionary to the organisation.

 

In that context, we’ve introduced some nice little features that will be included across all the Views such as the ability to identify the content owner of particular elements or groups of elements. This means that if we see that the content on a View is incorrect, we can click a link and send an email to that owner to let them know that things have changed or that there’s an error in the content.

 

We recognise that while most of the meta model concepts for the Information and Data pack are straightforward, there are some more complex areas, in particular in the definition of relationships. As always, we’ve worked hard to keep these as simple as possible but the reality of how Information and Data is used and produced is (or at least can be!) complex and we need to able to capture and manage these complexities. However, the capabilities and results are worth the investment in understanding how to use these. For example, the way the Information to Application (and in that context, to Data) relationships work, enable us to understand how a packaged application has been configured in terms of how the out-of-the-box data structures are being used. This means that we can understand where Product Codes are being stored in Location Code tables, for example, and this is the kind of scenario where the ‘devil is in the detail’ and fine-grained things like this can become the source of a lot of larger-scale issues in the architecture.

 

We’ve already had some excellent feedback on the pack and based on demands from real-world use of Essential Architecture Manager, we are now looking to extend the granularity of the application-to-data relationships to include data attributes, rather than just data objects. You might not always need to go to that level of detail but if you do, the capability will be there – and this will be designed to enable you to model at asymmetrical levels of granularity.

 

Although it’s currently an optional extension, the Information and Data pack will be incorporated into the next baseline version of the meta model. We think that the game-changing capabilities of the Information and Data Pack are a vital part of the enterprise architecture model and so it is natural that this extension become part of the core meta model.

 

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