Metadata Integration Vendor Panel Introduction & Welcome presented by Christian Bremeau Meta Integration, President, CEO Adaptive Geoff Sherwood Senior Consultant, Adaptive Repository ASG Scott McCurdy Vice President, Rochade Business Objects Awez Syed Director, Product Management CA Danny Sandwell Product Manager, ERwin Rachel Bland Product Manager, Metadata & Modeling Embarcadero Greg Keller Vice President, Product Management IBM Nathan Bobbin Product Manager, Metadata Services Informatica Marc Bourget Product Manager, Metadata Services MetaMatrix John Verhaeg Principal Engineer Microsoft Donald Farmer Group Program Manager, SQL Server BI NCR Teradata Steve Long Product Manager, Meta Data Services Oracle Joseph Zheng Director, Software Development, OWB SAS Liz McIntosh Metadata Integration Technologies Sybase Dave Dichmann Product Manager, PowerDesigner

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel –Page 1 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Metadata Flow & Life Cycle: the heart beat…

Forward Metadata Flow The metadata movement between tools can: - preserve the model “as is” or include transformations Legacy (e.g. forward or reverse engineering from/to BI tools) Reverse Metadata Flow - create and a new model, or update an existing one Migration

Multi-Vendor Development Tools

Design & Modeling Business Intelligence (BI)

OM - Object DM - Data Dimensional Report Modeling Modeling Data Movement & Modeling Authoring Data Integration (EAI, ETL, EII)

Metadata inside Operational Data Stores & Data Warehouses

Flat File Structures RDBMS Schema / DDL

XML Schema or DTD OLAP metadata

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel –Page 2 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Metadata Lineage & Impact Analysis “Quadrant of Use Cases”

ODS > ETL > DW > DM > BI

Forward Lineage Reverse Lineage

Technical Users VeryVery HighHigh InterestInterest HighHigh InterestInterest - Application Development: LifeLife CycleCycle SupportSupport BusinessBusiness Users:Users: RDMS, ETL, EAI, EII, ImpactImpact AnalysisAnalysis Metadata/DataMetadata/Data OriginOrigin DW, BI, & Reporting ChangeChange ManagementManagement ReportReport JustificationsJustifications - Unit Testing - Integration Testing - Certification Testing HighHigh InterestInterest - User Acceptance - Deployment LittleLittle toto NoNo ReportReport Analysis:Analysis: -Auditing wherewhere isis thisthis datadata comingcoming from?from? howhow waswas itit calculated?calculated? InterestInterest Business Users Sarbanes-OxleySarbanes-Oxley ActAct (SOX)(SOX) Compliance!!!Compliance!!!

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel –Page 3 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Metadata Lineage & Impact Analysis more & more vendors involved…

Classic Enterprise Architecture

Operational Staging Data Data Reports Data Stores Databases Warehouse Marts

ETL Vendors BI Vendors

Modern Enterprise Architecture

Staging Data Data Databases Warehouse Marts

Dimensional Operational OLAP Cubes Stores Reports Data Stores (semantic/business layer)

EII Stores

RDBMS Vendors ETL Vendors BI Vendors

OLAP Vendors

EII Vendors

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel –Page 4 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Metadata Lineage & Impact Analysis more & more complex… Classic Enterprise Architecture Operational Staging Data Data Stores Databases Warehouse Reports

Modern Enterprise Architecture Dimensional Operational Staging Data Data Stores Reports Data Stores Databases Warehouse Marts (semantic/business layer)

OLAP Cubes

EII Stores

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel –Page 5 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Metadata Lineage & Impact Analysis “Metadata Stitching”

Metadata Resource COB REC OBJ CPP JAV ERA REL DTD XSD TRF DIM CUB REP Types: Cobol Record Object C++ Java Data RDBMS XML XML Transformation Dimensional Cube Report code definition Model code code Model Schema(DDL) DTD Schema in ETL, BI, etc. Model Model Model

CA AllFusion Teradata ERwin MDS BO Universe BO Reporter ERA TRF REL REL REL TRF DIM DIM TRF REP

IBM Rational Informatica Rose PowerCenter Embarcadero OBJ TRF XSD XSD TRF REL ER/Studio BO Crystal 9 ERA TRF REL REL TRF REP

Oracle Warehouse NCR Teradata Microsoft DTS Builder FastLoad / BulkLoad REL TRF REL REL TRF REL REL TRF REL IBM / Ascential IBM DB2 DataStage Cube Views REL TRF REL REL TRF DIM TRF CUB

Cognos Framework Cognos Manager ReportNet REL TRF DIM DIM TRF REP

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel –Page 6 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Metadata Integration Strategies

Metadata Merging

- The classic “one version of the truth” CA AllFusion that drove so many repositories… ERwin - Metadata is merged as side effect of ERA the metadata import into the repository. Informatica PowerCenter BO Universe TRF XSD TRF TRF DIM - The target of the ETL is merged with source of the BI for one version of the truth Ascential DataStageREL Cognos ReportNet REL TRF TRF DIM Metadata Stitching

- Each tool has its own version / interpretation of the truth for each metadata store. CA AllFusion - Metadata is integrated as a “stitching” (post) process ERwin which is independent of the metadata acquisition process. ERA Informatica PowerCenter BO Universe - A data flow “Configuration” integrates (stitches) XSD TRF REL TRF REL TRF DIM together a set of “Versions” of data stores and data processes like ETL, EII, BI, etc. Ascential DataStage REL Cognos ReportNet REL TRF REL REL TRF DIM - Leads to metadata Version & Configuration Management for metadata life cycle management / change management, and for metadata lineage & Impact Analysis

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel –Page 7 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Repository Categories “similar data & metadata architectures”

Development Operational Life Cycle Analysis Metadata Metadata Metadata Metadata Repositories Repositories Repository Repository The development and operational metadata repositories The life cycle and analysis metadata repositories can be the same product (development vs. production instance) can be the same product. or the operational repository can be a specific product with only run time metadata Metadata Data Modeling Tool e.g. CA AllFusion ERwin Check-in Check-out Version & configuration Metadata DW / BI Model Management Manager Metadata Metadata Comparison bi-directional Metadata Integration ETL Metadata Mapping Metadata one-way ETL Development Tool e.g. Informatica ETL Metadata Stitching Metadata Lineage Power & Impact Analysis Development to production Center Metadata Reporting

Metadata EAI Run-time (execution log)

Metadata import/export Metadata BI Development Tool e.g. Cognos ReportNet

Framework Development to production Manager

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel –Page 8 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th OMG Meta Data Standards from CWM to IMM

New Information Management Metamodel RFP (IMM) (CWM 2.0) Meta Object Facility Unified Modeling Language (MOF) (UML)

Meta- OMG Common Warehouse Metamodel Levels Examples (CWM) The MOF MetaMetaModel M3 Warehouse Meta-metamodel Management Warehouse Warehouse M2 The UML MetaModel Process Operation with Class, Operations, Metamodel, Attributes, Relationships, etc. Meta-metadata The CWM Relational Analysis MetaModel with Table, columns, Data Information Business Transformation OLAP Primary Keys, etc. Mining Visualization Nomenclature M1 A UML Object Model with a Class “Customer” and an Model, operation “getAddress” Resources Object- Record- Multi Metadata, A CWM Relational Model with a Relational XML (also Schema) Table “CustomerAddress” and Oriented Oriented Dimensional Columns: “Street”, “Zip”, etc. M0 { Meta Integration, Inc., Data, Object, 949 Sherwood Ave. Suite 200, Los Altos, CA 94041 } Instance, Foundation Business Data Keys Type Software Expressions (also record, row) Information Types Index Mapping Deployment

XML Metadata Interchange CWM Levels Instance of Level… Instance (XMI) Object Core

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel –Page 9 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th What level of Metadata support to expect from these vendors ?

Shall your next modeling tool, EAI, ETL, EII design tool, or metadata repository provide: 9More Metadata Integration between tools ? ¾for better integrated single vendor total solution ¾for better integrated multi-vendor best of breed solution 9Better integrated Metadata Version & Configuration Management ? 9New Metadata Lineage & Impact Analysis ? 9More support for Metadata Standards ? 9More Metadata tools? ¾Metadata comparators, mappers, integrators ?

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 10 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Adaptive Geoff Sherwood (Senior Consultant, Adaptive Repository) Web-based Enterprise Repository Mid-Tier Server

Application Server

Adaptive Web Application Corporate Email Server Browser SMTP SVG (S)HTML JSPs URL Viewer Core Corporate H LDAP S Functionalit VG T Layout Security Server M Engine y (servlets L and Java XSLT XML libraries) Database Server

Adaptive External Source Client Integrator JDBC or Target SystemsIntegration MIMB Adapter XMI Oracle Library Other Adapters

Web Services

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 11 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Adaptive Geoff Sherwood (Senior Consultant, Adaptive Repository) Standard Metamodel Support

–MOF –MOF Versioning –XMI –UML –DI – CWM – SPEM – EDOC CCA –RAS –ITPMF –BMM Under Development: – MOF Facility –MOF QVT – BPDM – BSBR –ODM –KDM –OSM Get Involved! Contributors required for definition of “IMM” –IMM the “Information Management Metamodel” The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 12 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Adaptive Geoff Sherwood (Senior Consultant, Adaptive Repository) Adaptive EA - The Strategy Bigger Picture HR Finance

External

IT

Organisation Governance

Project

Process Performance The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 13 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th ASG Scott McCurdy (Vice President, Rochade) The Vision for Metadata • Single Point of Truth – Starts with specific problem space (e.g., data warehouse), … – …that expands with demand (becoming corp. infrastructure) • “Out of the box” solutions for common needs – Data Warehouse Management – Application Mapping and Understanding – Enterprise Architecture – Service-oriented architectures –… • Built on Industrial strength core technologies • Ubiquitous (metadata) – Access anytime, anywhere – Across a spectrum of skill-levels – Supporting all languages / geographies

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 14 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th ASG Scott McCurdy (Vice President, Rochade)

Single Point of Truth for DW? (a scenario) Bus. Goals People Bus. Processes

COBOL DB2 Case Tools Java UDB ETL Tools PL1 Sybase BI Tools

Oracle SAP SQL Svr Peoplesoft Data Teradata Applications Siebel, …

Data Modeling Process Assembler Tools Modeling Tools C/C++

s w 0 x S … o 0 u IX d Client 4 Web Svr App Svr Mid-range O Mainframe re n in N / HW/OS i S L U z o W A m Network Routers, Network protocols, Middleware, etc.

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 15 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th ASG Scott McCurdy (Vice President, Rochade) Single Point of Truth for DW? •• Launched What’s required from (what user’s are we tool doing) of: choice Scenario • Single point of understanding across… SAP – ETL Tool, BI Tool, modeling tool, Excel, etc. COBOL Data Modeling – DBMSs UDB • With openness and standards in mind Oracle – Transformation technologies COBOL ETL Tools – XMI, web services, CWM, etc. Teradata • ETL tools, development languages, etc. BI Tools – BI Tools •• Enabling Support for the automated business linking problem across to be solvedtechnologies more and quickly vendor and tools efficiently • Data lineage / impact analysis available back to operational system •• …while Metadata implementing information viewable metadata in format as an infrastructureacceptable to a leveragablevariety of users… by the entire Graphical drill down of data lineage, •organization. examples…ER, logical,Definition physical of data, perspective transformations,transformations,(Arch / Data and Admin and impact teams) stewards analysis (arch,(business analysts, anddw projtech team,users) etc.)

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 16 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Business Objects, Inc. Awez Syed (Director, Product Management)

Where did that number come from? Will it meet compliance regulations? How fresh is the data? How was it transformed & filtered?

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 17 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Business Objects Awez Syed (Director, Product Management)

ƒ Integrated metadata across BusinessObjects suite – Metadata is common and shared between all the products in the suite including ETL, EII, Quality, Profiling, BI, Dashboards, Applications

ƒ Open metadata across BusinessObjects suite – Metadata in Business Objects products is open and accessible via SQL or open API and available to everyone

ƒ Open metadata exchange with 3rd party products – CWM support, open SDK to transfer metadata to and from other tools and products – Event-based publishing and acquisition of metadata elements

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 18 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Business Objects Awez Syed (Director, Product Management)

ƒ Track metadata relationships – Automatic lineage detection, data transformations through multiple steps – Answer ‘Where used’ and ‘How used’ questions easily – Explore and understand metadata relationships from source to target to tools and users

ƒ Search – Easily locate reports, tables and other metadata elements based on name, descriptions, relationships, usage and currency

ƒ Versioned with ability to track changes – For tables, reports, mappings etc.

ƒ Extend metadata attributes and relationships – Define custom relationships, add new attributes

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 19 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th CA Danny Sandwell (Product Manager, AllFusion Modeling)

Customers expect our metadata to be: – Complete – Open – Portable – Accessible – Reconcilable

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 20 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th CA Danny Sandwell (Product Manager, AllFusion Modeling)

Our current metadata vision includes: – Support for industry standards – Improved “meta model” and “meta object” filtering when exchanging model specific metadata – Metadata based strategic product integrations • Other modeling products • Other repository based products • Metadata CCM products – Interfaces to participate in the automation and management of meta data related processes

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 21 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Cognos Metadata for Performance Management Rachel Bland (Product Manager, Metadata and Modeling)

• Modeling of business views independent of data source type and structure. • Advanced query generation • Support for third party metadata to leverage existing metadata • Information exchange – For Cognos Data Integration - ETL, EII and OLAP – Common foundation modeling of BI, Metrics and Adaptive Analytics

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 22 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Cognos Metadata for Performance Management Rachel Bland (Product Manager, Metadata and Modeling) What drives Metadata in the Performance Management space? • Rate of adoption of any concept or technology is driven by customer pain points and value: – Data storage • Where does the data come from? – Data access • Where does the data go? – Reporting and Analysis • What does the data mean? – Performance Management • How do we use the data to run our business better? • Metadata is the glue that ties together the information acquired during all of these phases of building an IT infrastructure.

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 23 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Cognos Metadata for Performance Management Rachel Bland (Product Manager, Metadata and Modeling) Integration, Versioning & Configuration

Metadata Integration between tools: – Diverse purposes: • Administrative metadata: physical source schemas, transformations etc • Semantic and Administrative metadata for power users. • Business metadata: semantic naming, calculation formulae, filters – Different scope for different system architectures: • Leverage existing technology investments across diverse vendors. • Leverage single-vendor investments • Metadata Version & Configuration Management – Lifecycle is the key • Volatility of metadata differs throughout the tiers of a solution. – 2 pronged approach: Methodology and Technology – MetaIntegration plays a key role by enabling us to better integrate with our partners.

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 24 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Cognos Metadata for Performance Management Rachel Bland (Product Manager, Metadata and Modeling) Lineage and Impact Analysis Separate but Intertwined Lineage - means different things to different groups • Finance – Legislative standards compliance – Who changed what/knew what and when? • Power User – Which data from which source? – Timeliness - how latent is the data? – Quality – does this data match that data – why/why not? • Business user analysis – What does this data mean? – What is the difference between unit_price and unit_sale_price? – Where is this list of products sourced from? Sales system? Inventory? – Who is the steward of this data (MDM) Impact Analysis • Finance – uses lineage to determine upstream impact • Power User – When my data changes or refreshes or is merged how does this impact my consumers? Has the meaning changed? Is a report broken? • Business user – is this report valid, is the data up to date

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 25 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Cognos Metadata for Performance Management Rachel Bland (Product Manager, Metadata and Modeling) Emerging opportunities for metadata

• Standardize Physical and Logical Views of Business Entities (MDM) • Enable Solution Lifecycle Management across technologies • Map systems and solutions to workflows and processes

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 26 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Embarcadero Greg Keller (Vice President, Product Management) Embarcadero’s Metadata Integration Approach

• ER/Studio Enterprise – Business data modeling/database design and maintenance – Central point of meta data analysis and design – “MetaWizard” Metadata Integration Utility

•DT/Studio – Model-driven ETL/data integration – “MetaWizard” Metadata Integration Utility

• Describe™ – UML 2.0-based application, system and business modeling

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 27 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Embarcadero Greg Keller (Vice President, Product Management) Embarcadero’s Metadata Integration Approach

• Embarcadero’s model-driven solutions easing the Data Management process

– Analysis: • Import/Consume • Analyze • Create Standards

– Communication: • Integrate Stakeholder Roles • Publish/Enforce Standards • Where Used

– Re-purpose • Export/Provide

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 28 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Embarcadero Greg Keller (Vice President, Product Management) Embarcadero’s Metadata Integration Approach

• Embarcadero’s model-driven solutions easing the Data Management process

– Analysis: • Import/Consume •Analyze • Create Standards

– Communication: • Integrate Stakeholder Roles • Publish/Enforce Standards • Where Used

– Re-purpose • Export/Provide • Leverage for Data Integration • Leverage for App Development

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 29 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Embarcadero Greg Keller (Vice President, Product Management) Embarcadero’s Metadata Integration Approach

• Embarcadero’s model-driven solutions easing the Data Management process

– Analysis: • Import/Consume •Analyze • Create Standards

– Communication: • Integrate Stakeholder Roles • Publish/Enforce Standards • Where Used

– Re-purpose • Export/Provide • Leverage for Data Integration • Leverage for App Development

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 30 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th IBM Information Integration Solutions Metadata Services Nathan Bobbin (Product Manager, Metadata Services & Technologies) Information as a Service Depends on Metadata ƒ All Activities Generate Metadata ƒ Metadata Must Be Managed as a Critical Asset

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 31 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th IBM Information Integration Solutions Metadata Services Nathan Bobbin (Product Manager, Metadata Services & Technologies)

Roles-based Tools & Integrated Metadata Simplify Delivering Information as a Service

ƒ Simplify ƒ Facilitate change ƒ Increase ƒ Increase trust integration management & compliance to and confidence reuse standards in information

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 32 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Informatica Marc Bourget (Product Manager, Metadata Services) General Trends

• Information System Architecture has become complex – ERP, CRM, Supply Chain, Financials • Variety of user profiles – Business Users, Business Analysts, IT Developers, Architects • Varying requirements across business functions – Financial Reporting, Compliance, Operational, etc

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 33 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Informatica Marc Bourget (Product Manager, Metadata Services) Addressing the Information Lifecycle

Business/Technical Analyst Developer Admin/Operator Discovery Design Develop Deploy/Operate 30% 30% 40% Ongoing

Metadata Search Mapping specification Mapping Templates Admin Console Model rendering Business rules wizard Mapping Generation Workflow Monitor Data Profiling Business Lineage PC Designer Repository Manager Data Lineage Data Preview View explosion Data Lineage Logical/Physical

Robust Metadata Management foundation to entire life cycle

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 34 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Informatica Marc Bourget (Product Manager, Metadata Services) Innovation Directions (Metadata) • Broader Audience – Metadata Catalog as ‘Finder’ to Data – UI Personalization – Using metadata to accelerate IT projects • Information universe – BI (Business User) – Design Tools, EII (Information Architect) – Databases, ETL (Technical Developer) • Metadata services – Data Element Profiles – Data Lineage

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 35 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Informatica Marc Bourget (Product Manager, Metadata Services) Metadata Journey Central console for Update and change management synchronize data 4. across multiple implementation Control repositories

Execute and monitor Analyze lineage, change management where used, and track operational processes 3. Deploy dashboards

Look for reuse, and Connect the retire least-used data information sources to optimize “supply chain” assets across sources 2. Design and Build

Create “Data Search and Dictionary” and discover objects initiate data across multiple stewardship sources 1. Discover

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 36 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th MetaMatrix John Verhaeg (Principal Software Engineer) MetaMatrix Enterprise • Web services & SQL MetaMatrix • Modeling enterprise data Enterprise • Scalable deployment server Enterprise Enterprise • Metadata management • Application/legacy connectors

MetaMatrix Dimension MetaMatrix • Web service-enablement of data sources Dimension • Expose business views as XML

Project • Lightweight modeling – rapid integration Project • Standard WAR-based deployment

MetaMatrix Query • Embeddable Java component MetaMatrix • Federated query engine Query • Query optimization • Standard JDBC to all sources ISV / Project ISV / Project • Standard SQL to all sources

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 37 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Rapid Web Service-Enablement

1 MODEL • Dimension Designer Web • Model-based integration service • Expose multiple sources, integrated • Expose business views of data • Output an integration package

2 PACKAGE Web Svc App (WAR) • Standard WAR file Web • Integration package is bundled • Query engine is bundled service MetaMatrix Query Engine • Web service fully defined

3 DEPLOY Web Server • Deploy WAR file to Web Server Web • Web service fully executable service • Access via standard SOAP • Data exposed as business views

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 38 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th MetaMatrix Dimension Modeling

• Rapid design & deployment of Web Services • Expose integrated data as XML-based business views • Deployment of Web Services as standard Web apps • Runtime execution optimized through use of MetaMatrix Query Engine

Dimension Models

Data Source Business Web Service Web Sources Models Views Operations Server Import Map Model Deploy to to as WAR

XSD WSDL

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 39 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Microsoft (SQL Server) Donald Farmer (Group Program Manager, SQL Server BI, Integration Services) Let's distinguish two use cases … • Metadata Management – Creation, storage, versioning, administration – Supported through Visual Studio integration in SQL 2005 • Metadata Intelligence – Impact analysis, lineage and business metadata – Emphasizes relationships and high-level narrative – Supported through the Metadata Samples Pack in SQL 2005

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 40 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Microsoft (SQL Server) Donald Farmer (Group Program Manager, SQL Server BI, Integration Services)

• Metadata Samples Reporting Pack – Launched on MSDN in November 2005 – > 3100 downloads • Lineage, Impact analysis – Customizable reports – Embeddable lineage / impact viewer • It's shared source! – Customizable, extensible – and free!

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 41 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Microsoft (SQL Server) Donald Farmer (Group Program Manager, SQL Server BI, Integration Services) • No "boil the ocean" repository – Model-based systems could not keep pace with rapid technology change – Either innovation suffered or repositories became outdated quickly • Future directions – Technology specific "repositories" – Bridging will always be necessary between them – Metadata intelligence will help make sense of the relationships • It's social networking for data!

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 42 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th NCR (Teradata) Steve Long (Product Manager, Meta Data Services) Teradata Meta Data Services (MDS) •Provides a framework for storing, retrieving, viewing, and customizing Teradata Warehouse metadata.

• Persists metadata in the MDS Repository, which is a set of Teradata tables using an Object Model Design.

• Provides a set of Utilities and APIs for metadata management, customization, and extensions.

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 43 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th NCR (Teradata) Steve Long (Product Manager, Meta Data Services) Metadata Interchange using Bridged Architecture Build bridges using APIs: Or acquire from: Microsoft COM interface Teradata Partner C++ programming XML www.metaintegration.com metadata Web Services Modeling metadata Tools metadata Query Tools Excel

metadata Data Warehouse metadata Metadata OLAP Tools ETL tools Repository

metadata metadata Applications Other DBMS’s metadata BI Tools

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 44 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th NCR (Teradata) Steve Long (Product Manager, Meta Data Services) The Big Picture

Data OLAP Source1

Parallel Data Data ETL BI Tools Source 2 Utilities Warehouse

Data CRM Source3

Schema, Lineage, Schema, Schema, Lineage, Filtering, Stored Procs, Cube Def, Data Loc, Transforms, Views, Quants, etc. etc. etc. etc.

Metadata Repository

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 45 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Oracle Warehouse Builder Joseph Zheng (Director, Software Development, OWB)

Metadata Management – Repository Platform

• A multi-user repository platform Modeling Relational Modeling Dimensional Data Flow Process Flow Data Quality Support Analytics • A secure repository platform • An open repository platform – Graphical Java UI and browser UI Metadata Services – Relational views Repository – Complete scripting language (+ Java API)

• An extensible repository platform Oracle Warehouse Builder – User defined objects – User defined associations – User defined properties

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 46 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Oracle Warehouse Builder Joseph Zheng (Director, Software Development, OWB)

Metadata Management - Metadata Services • Dependency Management – Data lineage – Impact analysis Modeling Relational Modeling Dimensional Data Flow Process Flow Data Quality Support Analytics • Metadata Snapshots • Change Management –Diff – Merge Metadata Services – Synchronization • Security (roles) Repository • Multi-language Support • Reporting (browser) Oracle Warehouse Builder • APIs (Scripting, SQL, PL/SQL) • Exchange (import/export)

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 47 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Oracle Warehouse Builder Joseph Zheng (Director, Software Development, OWB) Metadata Management - End-to-End Integration

CWM Import

Custom Relational & Designer OLAP Catalogs App 10g Scheduler, Workflow CWM Export

File

z iCal ERP

Warehouse Builder

Database

Legacy Discoverer BI Beans XPDL

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 48 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th SAS Liz McIntosh (Metadata Integration Technologies)

• Metadata Vision – Support the enterprise’s need to know – Share intelligence assets across the enterprise – Deliver the single version of the truth throughout the enterprise

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 49 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th SAS Liz McIntosh (Metadata Integration Technologies)

• Need to know

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 50 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th SAS Liz McIntosh (Metadata Integration Technologies)

• Need to share

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 51 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th SAS Liz McIntosh (Metadata Integration Technologies) • Need for single version of the truth

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 52 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Sybase Dave Dichmann (Product Manager, PowerDesigner) 60% of Projects Lead to Failure • Industry analysts report that over 60% of projects in IT still lead to failure • Metadata Management = Understanding – Greater understanding creates: • Greater standards and regulatory compliance • Greater agility in IT – manage change with speed AND accuracy – IT effectiveness improves with automated alignment to business – Today’s IT Managers are tasked to be more responsible for business alignment – we cannot just manage technology anymore

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 53 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Sybase Dave Dichmann (Product Manager, PowerDesigner) Link And Synchronize Meta Data

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 54 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Sybase Dave Dichmann (Product Manager, PowerDesigner) Complete Meta Data Management • Impact Analysis – Report On Dependencies And Downstream Dependencies – Spans Multiple Models/Sets of Metadata (Cross-Functional Impact vs. Localized View) • Requirements Management – Spans Multiple Models/Sets of Metadata (Cross-Functional Requirements Management vs. Localized View) • Reporting – Multi-model Reporting For Single Source Documentation – Spans entire Project or Enterprise • … Requires Complete Customization • Enforce Standards and Practices – Guaranteed Results from Standards and Practices Definitions • Enhanced Meta Data Definitions – Total Define & Describe Experience – Tailored to Your Practices

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 55 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th Metadata Integration Vendor Panel Open Discussions, Question & Answers presented by Christian Bremeau Meta Integration, President, CEO

Adaptive Geoff Sherwood Senior Consultant, Adaptive Repository ASG Scott McCurdy Vice President, Rochade CA Danny Sandwell Product Manager, ERwin Cognos Rachel Bland Product Manager, Metadata & Modeling Embarcadero Greg Keller Vice President, Product Management IBM Nathan Bobbin Product Manager, Metadata Services Informatica Marc Bourget Product Manager, Metadata Services MetaMatrix John Verhaeg Principal Software Engineer Microsoft Donald Farmer Group Program Manager, SQL Server BI NCR Teradata Steve Long Product Manager, Meta Data Services Oracle Joseph Zheng Director, Software Development, OWB SAS Liz McIntosh Metadata Integration Technologies Sybase Dave Dichmann Product Manager, PowerDesigner

The 10th Annual Wilshire Meta-Data Conference Metadata Integration Vendor Panel – Page 56 Denver, Colorado and the 18th Annual DAMA International Symposium, Tuesday, April 25, 2006 10:30 am - 11:30 am &11:45 am - 12:45 pm 2006, April 23d, to 27th