Building 360-Degree Information Applications
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Front cover IBM® Information Management Software Building 360-Degree Information Applications Understand the business value of 360-degree information applications Understand the architecture of 360-degree applications Explore sample 360-degree applications Whei-Jen Chen Bruce Adams Colin Dean Soma Shekar Naganna Uday K Nandam Edward Thorne ibm.com/redbooks International Technical Support Organization Building 360-Degree Information Applications September 2014 SG24-8133-01 Note: Before using this information and the product it supports, read the information in “Notices” on page ix. Second Edition (September 2014) This edition applies to IBM Watson Explorer Version 9.0.0.3, IBM InfoSphere Master Data Management Version 11.3. © Copyright International Business Machines Corporation 2014. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Notices . ix Trademarks . x Preface . xi Authors . xi Acknowledgement. xiii Now you can become a published author, too! . xiv Comments welcome. xiv Stay connected to IBM Redbooks . xv Summary of changes . xvii September 2014, Second Edition. xvii Chapter 1. Introduction to 360-degree information applications . 1 1.1 Defining a 360-degree information application . 2 1.2 Business value delivered through 360-degree information applications . 3 1.3 Benefits of 360-degree information applications . 4 1.4 Introduction to IBM Watson Explorer. 5 1.5 Introduction to master data management . 10 1.5.1 What master data management is . 10 1.5.2 Integration between InfoSphere MDM and Watson Explorer . 11 Chapter 2. IBM Watson Explorer overview . 13 2.1 Introduction . 14 2.2 Watson Explorer architecture . 15 2.2.1 Connectors and crawling. 17 2.2.2 Converting and augmenting data for indexing . 17 2.2.3 Indexing data. 19 2.2.4 Capitalizing on existing search applications through query routing . 20 2.2.5 Querying repositories and displaying search results. 21 2.3 Security in Watson Explorer Engine applications . 21 2.4 Overview of the Watson Explorer Engine administration tool . 22 2.5 Watson Explorer Engine requirements . 24 2.5.1 Watson Explorer Engine server requirements . 24 2.5.2 Watson Explorer Engine client requirements . 25 2.6 Application Builder architecture. 26 2.6.1 Modeling data and data relationships using entities . 27 2.6.2 Displaying information using pages and widgets . 30 2.6.3 Overview of the Application Builder administration tool . 31 © Copyright IBM Corp. 2014. All rights reserved. iii 2.6.4 Scaling and availability for enterprise applications . 32 2.7 Application Builder system requirements . 35 2.7.1 Application Builder server requirements . 35 2.7.2 Application Builder client requirements . 36 Chapter 3. IBM InfoSphere Master Data Management overview. 37 3.1 InfoSphere Master Data Management (MDM) . 38 3.2 IBM InfoSphere MDM Suite of products . 38 3.2.1 IBM InfoSphere Master Data Management. 38 3.2.2 InfoSphere MDM Collaboration Server . 41 3.2.3 InfoSphere MDM Reference Data Management Hub (RDM) . 41 3.3 InfoSphere MDM general product features . 41 3.3.1 Matching and linking . 41 3.3.2 Search. 41 3.3.3 Security and audit . 42 3.3.4 Extensibility . 42 3.3.5 Standardization . 43 3.3.6 Data load. 43 3.3.7 Software development kit (SDK) . 44 3.3.8 Stewardship and governance . 44 3.3.9 Business process management . 44 3.3.10 MDM Workbench . 44 3.4 Architecture overview . 45 3.4.1 InfoSphere MDM Standard Edition . 46 3.4.2 InfoSphere MDM Physical/ Advanced Edition architecture. 47 3.4.3 InfoSphere MDM Collaborative Edition architecture . 48 3.4.4 InfoSphere MDM Reference Data Management architecture . 49 3.5 Use cases . 49 3.5.1 Government . 50 3.5.2 Financial services . 53 3.5.3 Healthcare. 57 3.5.4 Retail . 61 Chapter 4. Planning a 360-degree information application. 65 4.1 Identifying use cases and users . 66 4.2 Identifying data sources . 69 4.3 Modeling entity relationships . 71 4.3.1 Matching entities with non-identical fields . 72 4.4 Planning for deployment and implementation . 73 4.4.1 Example hardware architecture . 75 4.4.2 Scalability . 77 Chapter 5. Lab scenario overview . 79 5.1 Key business challenge. 80 iv Building 360-Degree Information Applications 5.2 Identifying use cases and users . 81 5.3 Identifying the data sources . 82 5.4 Modeling entity relationships . 82 Chapter 6. Installation and initial configuration . 83 6.1 Watson Explorer installation and configuration . 84 6.2 InfoSphere MDM installation . 85 6.3 InfoSphere MDM Connector installation and configuration . 85 6.3.1 InfoSphere MDM Standard Edition connector. 85 Chapter 7. Building a golden record . 97 7.1 Overview . 98 7.2 MDM implementation styles . 98 7.2.1 Virtual . 98 7.2.2 Physical. 99 7.2.3 Hybrid . 99 7.3 Sample process for building a virtual record . 99 7.3.1 Three stages to construct and manage a golden record. 100 7.3.2 Workflow for arriving at a golden view . 101 Chapter 8. Preparing data for IBM Watson Explorer Application Builder109 8.1 Creating the search collections . 110 8.2 Configuring the search collections and crawling the data . 112 8.2.1 Configuring collection seeds . 112 8.2.2 Testing the crawling and conversion processes . 115 8.2.3 Adding a converter . 118 8.2.4 Final search collection configuration . 121 8.2.5 Crawling the data . ..