Business Intelligence Tutorial

Lesson 14. Cataloging data in the warehouse for end users

For this lesson, you must have the Warehouse Manager package to install the Information Catalog Manager, which runs on Windows NT, Windows 95, and Windows 98. You also must have defined the dimension tables and fact table in Defining the rest of the star schema (optional).

In this lesson, you will catalog the data in your data warehouse for use by end users. You catalog the data by publishing Data Warehouse Center metadata in an information catalog. An information catalog is the set of tables managed by the Information Catalog Manager that contains business metadata that helps users identify and locate data and information available to them in the organization. Users can search the information catalog to find the tables that contain the data that they need to query.

Publishing metadata is the process of transferring metadata from the Data Warehouse Center to the Information Catalog Manager. In this lesson, you will publish the metadata for the Market process that you created in Lesson 8, Defining data transformation and movement. When you publish the process, you will publish the metadata for the following objects that are contained in the process:

  1. The Load Demographics Data step, its source file DEMOGRAPHICS, and its target table DEMOGRAPHICS_TARGET.
  2. The Select Geographies Data step, its source table GEOGRAPHIES, and its target table GEOGRAPHIES_TARGET.
  3. The Join Market Data step and its target table LOOKUP_MARKET. (Its source tables will be published with the other two steps.)

Creating the information catalog

First, you will create the information catalog in which you will publish metadata.

To create the information catalog:

  1. Click Start --> Information Catalog Manager --> Initialize Information Catalog.

    The Initialize Information Catalog window opens.

  2. Select the version of DB2 UDB for your operating system
  3. Click OK.

    The Define Catalog on DB2 UDB window opens.

  4. From the Information catalog name field, type TBC_MD.

    Accept the default value, -, in the Not-applicable symbol field.

  5. In the Primary administrator's user ID field, type your user ID.

    Accept the default for the rest of the selections. For more information about these fields, see "Define Catalog on DB2 UDB" in the online help.

  6. Click Define.

    The Connect to information catalog window opens.

  7. In the User ID field, type the user ID that you specified when you installed the sample.
  8. In the Password field, type the password that you specified when you installed the sample.
  9. Click Connect.

    The Information Catalog Manager creates the information catalog.


Selecting metadata to publish

To select the metadata that you want to publish:

  1. From the Data Warehouse Center window, right-click the Warehouse folder.
  2. Click Publish metadata.

    The Publish Metadata window opens.

  3. Right-click the white space in the window.
  4. Click Publish Data Warehouse Center metadata.

    The Publish Data Warehouse Center Metadata notebook opens.
    The Publish Data Warehouse Center Metadata window

  5. In the Available objects list, click the TBC Tutorial subject area.
  6. Click >.

    The TBC Tutorial subject area moves to the Selected objects list.

  7. Click the Synchronization Settings tab.
    The Synchronization Settings page of the Publish Data Warehouse Center Metadata notebook
  8. In the Catalog name field, type TBC_MD.

    The TBC_MD database contains sample metadata, which includes a sample information catalog. You will add metadata about the Market process to the existing metadata.

  9. In the Administrator user ID field, type the user ID under which you installed the sample.
  10. In the Administrator password field, type the password that corresponds to the user ID.
  11. From the Map Source Tables to Target Warehouse list, select the At the table level radio button to map source tables and target tables at the table level. The information catalog will indicate that there is a mapping between the two tables with a Transformation object.

    The other option you can select is At the column level to map source tables and target tables at the column level. The information catalog will indicate that there is a mapping between each column in the source table and its corresponding column in the target table. However, if there are many columns, the mappings in the information catalog can be quite complex.

    Accept the rest of the default values on this page. For more information about the fields on this page, see "Publishing Data Warehouse Center metadata" in the online help.

  12. Click OK.

    A status indicator is displayed until the publication of the objects is complete. When the publication is complete, the Publication Information window opens and displays the contents of a log file that lists which metadata objects were published successfully.

  13. Click OK on the Publication Information window.

    The window closes, and the log file is deleted. The Publish Metadata window opens listing your information catalog name in the List of publications.


Updating published metadata

After you publish metadata, you need to update it periodically to capture the changes that have been made in the Data Warehouse Center. To transfer updates of the Data Warehouse Center metadata to the information catalog, you run the step for the publication in the same way that you run any other steps in the Data Warehouse Center.

To update published metadata:

  1. In the List of Publications in the Publish Metadata window, right-click TBC_MD.
  2. Click Run.
  3. From the main Data Warehouse Center window, click Data Warehouse Center --> Work in Progress.

    The Work in Progress window opens. You should see an entry for the step that is running. While the step is running, it has a status of Populating. When it finishes running, it should have a status of Successful.

    For more information about the Work in Progress window, see "Work in Progress--Overview" in the online help.


What you just did

In this lesson, you published the Data Warehouse Center metadata that you created in the tutorial to the information catalog. You ran the publication to update the metadata that you published. In the next lesson, you will view the metadata in the information catalog.


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