슬라이드 1

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1 성공하는기준정보관리를위한실전적접근 투비웨이 유혁상

2 이주제를이해하는데필요한지식 데이터베이스에대한일반적지식 LOB 어플리케이션의기준정보관리설계 / 구현경험 100 개념및 소개수준 200 중간수준 300 고급수준 400 전문가 수준 200 에 100 에 더하여 선수지식 더하여 능숙한사용 Level 200 불필요 기술적세부사항설명 경험, 아키텍처지식필요

3 목차 1 MDM 개요 2 기준정보관리프레임워크 3 MDS (SQL Server 2008 R2) 4 MDM 구현고려사항

기준정보의정의 Master Data Slowly changing reference data shared across systems People Things Places Abstract Customers Products Stores Contracts Vendors Organizational units Wells Warranties Sales

4 기준정보의정의 Master Data Slowly changing reference data shared across systems People Things Places Abstract Customers Products Stores Contracts Vendors Organizational units Wells Warranties Sales people Recipes Power lines Time Employees Parts Geo areas Metrics Partners Storage bins Warehouses Securities Patients Documents Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

5 기준정보관리의필요성 전사기준정보가체계적으로관리되지않고 (Unmanaged) 이에대한거버넌스가미흡 (Ungoverned) 하여 업무프로세스를효율화하고, 의사결정을싞속정확하게하고, 그리고변화에대해유연하게대응하는데장애요소가되고있음

6 기준정보관리의필요성 전사기준정보의표준체계미흡 업무별, 시스템별기준정보체계상이 기준정보간정보연계체계미흡 전사기준정보에대한거버넌스불명확 Ownership 및 Stewardship 정의필요 기준정보라이프싸이클별프로세스불명확 ( 특히, 사용중지프로세스 ) 기준정보데이터품질개선필요 미사용및중복코드정리필요 싞표준체계로전홖필요 MDM 을통한기준정보통합의필요성증대 시스템간기준정보통합 ( 정확성, 일관성, 적시성 ) 필요 싞표준체계를지원하는정보인프라필요 거버넌스및관리프로세스의자동화 / 시스템화필요

7 MDM 의정의 MDM 은비즈니스의수행과분석의기반이되는기준정보 (Master Data) 를전사차원에서통합적으로관리함으로써일관성 (consistent ) 있고정확하게 (accurate) 생성하고유지하기위한원칙, 프로세스, 도구, 솔루션의총합이다. IDC MDM is the set of processes to create and maintain such a single view through a physical or logical hub, including policies and procedures for access, update, and overall management of this central resource and its coordination with other participating systems across the enterprise or, in some cases, across enterprises. AMR Research MDM is a system of business processes and technology components that ensures information about business objects, such as materials, products, employees, customers, suppliers and assets, is current, consistent, and accurate wherever they are used inside or exchanged outside the enterprise. TDWI MDM is the practice of defining and maintaining consistent definitions of business entities, then sharing them via integration techniques across multiple IT systems within an enterprise and sometimes beyond to partnering companies or customers.

8 전사기준정보관리의범위 Data Model DB Schema Meta Data Refer Standard Ref Code Business Code Reference Code Structure Configuration Master Data Control Parameter Control Structure Control Refer Price Condition Data Refer Transactional Data Refer Analytical Data Order Status Report Summary

9 기준정보관리에대한기존접귺법 Governance Meta Data DA Framework/ Dictionary EDW DW/BI Consolidation New Knowledge DQ tool Master Data DQ BPM/PLM Process Mgmt Accuracy Completeness EAI/ETL Integration Life-cycle Consistency Timeliness

10 운영 MDM 과분석 MDM Operational MDM Analytical MDM MDM in Hi-Tech Central Management Central Repository Process 를통한 Life- Cycle 관리중시 Accuracy 와 Consistency 추구 MDM in Finance Federation Central Registry Governance 체계를통한통제중시 Completeness 와 Relevance 강조

11 목차 1 MDM 개요 2 기준정보관리프레임워크 3 MDS (SQL Server 2008 R2) 4 MDM 구현고려사항

12 기준정보관리대상 Governance Meta Data Quality Process

13 MDM 주요기능요건 MDR/Meta 전사의여러도메인을수용가능 복수분류체계지원 다양한유형의속성관리 도메인간관계관리기능 표준참조코드관리기능 사용자정의에따른 DB Schema 자동관리

14 MDM 주요기능요건 거버넌스 도메인별 / 분류별워크플로정의 워크플로를통해서만기준정보생성 / 변경수행 분류별, 속성그룹별접근권한관리 변경이력관리 그룹웨어결재연계 도메인별 / 분류별코드채번규칙

15 MDM 주요기능요건 데이터품질 기준정보중복방지기능 속성값에대한품질기준관리및클린징기능 데이터입력시점에품질검사 MDM과타시스템간의기준정보차이검사 품질지표관리

16 MDM 주요기능요건 프로세스 사용자의다양한검색기능 기준정보생성 / 변경 / 중지프로세스 리포트기능 일괄등록 / 변경기능

17 바람직한 MDM 접귺방법 Change Cost 에대응 절감 Master Data Innovation Biz Opp. MDM Revenue Master Data Quality Mgmt MD as an Innovation Enabler 포착 Risk 감소 증대 Information Product 에대한품질관리 Master Data Value 의품질 Master Data Process 의품질 Master Data Governance 의사결정의일관성과신뢰성향상 security 강화 Compliance 확보

18 Master Data Quality Mgmt 전사적으로기준정보에대한일치된합의와싞뢰를확보하기위하여, 기준정보의품질수준이측정되고, 지속적으로개선되어야함. 기준정보데이터품질과기준정보프로세스품질을관리 데이터표준화 Cleansing, Standardization, De-duplication, Enrichment TDQM(total data quality management) TIQM(total Information quality management)

19 Master Data Quality Mgmt 회사의상황에맞는품질차원 -> 품질지표 (MDQI) -> 측정방법을개발 품질차원 (Quality Dimension) 예제 Uniqueness : 유일성 Accuracy : 정확성 Consistency : 일관성 Completeness : 완전성 Relevance : 유용성 Timeliness : 적시성 Format Compliance: 형식부합성 Referential Integrity : 참조무결성 MDM 에서배포된기준정보를통제 (Control & Audit) 하여야함

20 Master Data Governance GRC 관점에서기준정보관리에대한접귺필요 거버넌스 (Governance) 위험관리 (Risk Management) 컴플라이얶스 (Compliance) 의사결정의일관성과책임성, 보안향상 Ownership Stewardship Security

21 Master Data Governance Role & Responsibility 정의 RACI Matrix 홗용 Responsible Accountable to be Consulted to be Informed

22 Master Data Innovation MD as an Innovation Enabler Master Data Innovation and Master Data Insight 기준정보관리의전사化 360 degree view 기준정보서비스화지향 관리프로세스를통한기준정보 Lifecycle 관리 (Dispose 에도관심 ) 기준정보 Insight 를업무에홗용 분석 / 정보계와 MDM 의적극적통합

23 기준정보관리프레임워크 거버넌스 (G) 프로세스 (P) TO-BE Architecture 책임과역할, 권한프로세스정립품질지표 / 통제 품질체계 (Q) 기준정보관리 메타데이터 (M) 데이터값 (V) Data 품질제고 구조 ( 분류 / 속성체계 ) 데이터수집 / 검증 / 정제품질평가와지속적개선 서비스 (S) 관리 (A) 사용자중심의시스템화 통합 (I) 사용자중심의데이터서비스효율적인기준정보중앙관리통합과연계의자동화

24 Data Value Approach 기준정보관리프레임워크 Architecture Approach G MD Governance Q C MD Consoli dation MD Quality M D A P MD Metadata MD Repository MD Operation MD Process S MD Service I MD Integration Application Approach P Platform

25 목차 1 MDM 개요 2 기준정보관리프레임워크 3 MDS (SQL Server 2008 R2) 4 MDM 구현고려사항

26 SQL Server 2008 R2 Master Data Services Align to a single authoritative source Integrate Information with people and systems Master Data Hub Stewardship Portal Master Data Platform Stewardship Process Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

Capabilities Master Data Hub Master Data Platform Stewardship Portal Stewardship Process Hierarchy and attribute management API support for all operations Master data maintenance Workflow Versioning

27 Capabilities Master Data Hub Master Data Platform Stewardship Portal Stewardship Process Hierarchy and attribute management API support for all operations Master data maintenance Workflow Versioning Any domain Modeling Notifications Transaction logging Security Model documentation Business rules Data quality and cleansing Model deployment Import and export Validation Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

28 Analytic And Operational MDM Add 15 attributes to product xrb019 Information workers can t edit dimensions ERP - USA Which is the real XYZ Corp? Resolve XYZ Corp s address Does product xrb019 = fft019? Warehouse or analytic app Operational MDM Difficulty coordinating multiple systems Analytic MDM Difficulty managing dimensions SQL Server MDS solving for both ERP - Europe Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

29 MDM Challenges Where is the real Boeing? Boeing Boeing Inc Boeing (Renton) HR Doc Aut_Boeing Asset Mgmt Boein Purchasing DB Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

30 MDM Scenarios Boeing Merge/Match Versioning MDM Master Data Stewardship Workflow Approval Hierarchy Mgmt Role Security Boeing Boeing Inc Boeing (Renton) HR Doc Aut_Boeing Asset Mgmt Boein Purchasing DB Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

31 Master Data Hub An authoritative source Central storage and services SQL Server database WCF API May serve as system of entry, system of record, or both Any Domain Features to support stewardship and inte gration Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

32 Hub Capabilities Versioning Transactions Versioning Data changes Annotations Data quality rules Defaults Validations Actions Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

33 Hub Capabilities Versioning Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

34 Stewardship Portal

35 Stewardship Portal Master data management Model management

36 Stewardship Portal

37 Stewardship Portal

38 Stewardship Portal

Platform Any domain Beyond canned domains Support unique requirements VS Integration Model deployment APIs for pre-built content Model definition and data

39 Platform Any domain Beyond canned domains Support unique requirements VS Integration Model deployment APIs for pre-built content Model definition and data APIs for custom interfaces Model Definition Domain specific UIs Application integrations Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

40 For more information

41 Example Stewardship Process MDS Create or change Notification Stewardship Portal SharePoint ERP Approval request Change notification Master Data Services Layer Data Warehouse Bulk extract Master Data DB Layer Source : Microsoft SQL 2008 R2 Master Data Service Introduction & Overview

SQL Mail Notifications Logging & Tracing Service Mgmt HTTP

MDS Logical Architecture Service Adapter Code Behinds LOBi

Business Logic Infrastructure External Infrastructure WCF

Contracts Translators (Business Entities Data Contracts)

Entities PowerShell cmdlets Configuration Library

5 SQL Server 2008 R2 Win32 API.NET Framework 3.

42 SQL Mail Notifications Logging & Tracing Service Mgmt HTTP Server Security Stewardship UI Master Pages Common Controls MDS Logical Architecture Service Adapter Code Behinds LOBi Shim Public WCF Endpoint SharePoint Server UI API Legend Business Logic Infrastructure External Infrastructure WCF Service Implementation Service and Message Contracts Data Contracts Translators (Business Entities Data Contracts) Configuration Manager Business Logic Data Access Business Entities PowerShell cmdlets Configuration Library Configuration Logic Win32 API.NET Framework 3.5 SQL Server 2008 R2 Win32 API.NET Framework 3.5 Master data Model metadata Security data Audit history UDFs Sprocs SQL CLR Service Broker Subscription Views Staging Tables

43 목차 1 MDM 개요 2 기준정보관리프레임워크 3 MDS (SQL Server 2008 R2) 4 MDM 구현고려사항

44 Enterprise Information Mgmt MDM 아키텍처와솔루션선택시 EIM(Enterprise Information Mgmt) 차원에서고려필요 BPM EIM PLM MDM DI (ETL/EII) DQM Metadata Mgmt EAI

45 기준정보관리프로젝트 MDM PROJECT = 표준체계혁신 ( 컨설팅 ) + 데이터표준화 ( 클린징 ) + 솔루션구현 ( 커스터마이징 ) + 연계구현 (ETL/EAI) + ERP/Legacy 변경 ( 개발 )

46 MDM 구현시기억할점 Master data 는 MDM 과 Application Database 여러곳에 Replication 될수있다. Biz Application 에서기준정보를생성 / 변경을수행하고, MDM 에는사후에기준정보를반영할수있다. 이경우에도 MDM 은거버넌스와데이터품질을중점관리한다. MDM 은기준정보의모든속성을관리하지는않는다. MDM 은전사기준정보엔티티의전사차원에서의미있는속성정보만을저장, 관리하고, 통합서비스한다. MDM 에서관리되는기준정보는서비스컴포넌트또는 API 를통해서만외부 Application 의접근을허용한다. 조회만을수행하는경우 View 를제공한다. MDM 에서전사기준정보를관리하더라도, 개별 Biz Application 에서는운영기준정보를관리한다.

47 MDM 구현원칙 전사적기준정보관리 (Management) 와통제 (Governance) 를위한 Infra 로서의 MDM 회사의業에맞는 MDM 구현 부문에서관리해야할정보와전사적으로관리해야할정보를구분 전사관리의필요성, 성능, 보안, Transaction 등고려 Repository vs. Registry, Central Management vs. Harmonization Master Data as a Service 를지향

48 Lessons Learned 기준정보품질지표를통한관리필요 실용적품질지표개발, 기간별개선목표수립및실행 변경과사용중지프로세스모니터링 기준정보관리프로세스를업무결재와연계필요 업무의자동화 책임성및추적가능성확보 업무시스템 (ERP 등 ) 와 MDM 을적극적으로통합필요 필요시, ERP 기능추가사용을위한 Configuration 수정필요 MDM 은 ERP 을위한기준정보서비스제공 타프로젝트일정을고려한 MDM 추짂일정필요 ERP 프로젝트, 차세대프로젝트등이필요로하는표준코드정비를 MDM 프로젝트에포함 MDM 프로젝트가해당프로젝트에선행필요 기준정보관리전담인력확보필요 Ownership 과 Stewardship 정의 ( 최소인력이라도 ) 기준정보관리전담인력을확보필요

49 Solutions 패키지사용 MDS 기반개발 DB 기반개발 상용 MDM 패키지 SQL Server 2008 R2 MDS SQL Server 2008 R2 패키지 Customization ASP.NET 개발 MDM 어플리케이션 EAI / ETL

50 MDM 아키텍처 ERP Router 방화벽 MDM AP 영업 LOB ( 외부 ) 사용자 MDM DB DW 내부사용자 EAI / ETL

51 MDM 구성요소 Governance Workflow /WF Meta MDS Data Office/BI Quality SSIS/Biz Talk Process MDS API

52 Closing Criticism of MDM Solutions (from wikipedia.org) The value and current approaches to MDM have come under criticism due to some parties claiming large costs and low return on investment from major MDM solution providers. Q&A

53 감사합니다.

ETL_project_best_practice1.ppt

ETL_project_best_practice1.ppt ETL ETL Data,., Data Warehouse DataData Warehouse ETL tool/system: ETL, ETL Process Data Warehouse Platform Database, Access Method Data Source Data Operational Data Near Real-Time Data Modeling Refresh/Replication