Master Data Management Demo Guide

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Jul 30, 2012 (5 years and 19 days ago)

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IBM Master Data Management

V8.5

Demo

VM

Image

Installation and Usage
Guide











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Document Control Information


Document Information

Category

MDM

Server

Document Name

MDM

Server

8.0.
1

VM Demo Guide

Location


Version

1

Create Date

February 13, 2009

Created by

Helen Lu

Status



Revision History

Date

Description

Version

Author

February 13, 2009

Initial document

1

Helen Lu





























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Table of Content

Table of Content

................................
................................
................................
........

2

Release Note
................................
................................
................................
..............

3

Chapter

1
Demo

VM Image Information

................................
................................
..

4

Hardware
Requirement

................................
................................
.........................

4

Software
List

................................
................................
................................
..........

4

Chapter 2 Linux Server Admin Us
er Information

................................
...................

5

Chapter 3 Install MDM Server VM Image

................................
................................
.

6

Chapter 4 Install XML Test Tool on Host Windows Machine
................................
.

9

4.1

To Generat XML Test Case

................................
................................
.....

9

Chapter 5 Demo Guide

................................
................................
...........................

10

5.1

To start MDM Serve
r and EAS

................................
..............................

10

5.2

To Start MDM Info Center

................................
................................
.....

13

5.3

The Browser Based User Interface

................................
......................

13

5.4

UI Navigation

................................
................................
.........................

13

5.5

To run Batch Processor

................................
................................
........

14

5.6

To start and watch notification message

................................
............

15

5.7

Product and Account Domain: Bundled Account Demo

...................

16

5.8

Hierarchy View UI

................................
................................
.....................

18

5.9

Dun & Bradstreet Integration Demo

................................
........................

20

Chapter 6
IIS Integration (QualityStage) Demo

................................
.....................

23

Chapter 7 How To Restore Data

................................
................................
.............

24

Chapter 8 Fixes for Known Issues

................................
................................
.........

25





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Release Note


Th
is is the

GA version

of MDM Server V8
.
5

and

January

release of MDM Server

R
apid
D
eployment

component.



Changes

from last demo version

are noted with either
yellow highlight
, or blue font.


Two snapshots are provided:

WebSphere Global

Security
On

;

Web
Sphere Global

Security Off

.


Select

one of the snapshot
s

before starting the image
.

Current state is

S
ecurity O
n
.

Note
:
You sho
uld always demo with the Global

Security ON version,
work with

the Global
Security OFF snapshot

only when

it is necessary, for example
an external appl
ication

that

connect
s

to MDM

Server

without applying security credentials
.


Curr
ently,
Triggers and Foreign Keys are dropped

for these snapshots
.

If you need to
demonstrate TAIL functionality, you would need to install the compound triggers.


EAS admin user id is now ws6admin.

Please refer to Chapter 2 for more detail.




New feature
s:

1.

MDM Server
Start up scripts (startQBrLis.sh and startWASAll.sh) merged into
one
singed script: startWASAll.sh. Same for stop

MDM Server

script.

2.

MDM Server RD Maintain servers

3.

MDM Server RD SIF parser

4.

MDM Server RD

UI

Matching Rule Screens





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Chapter

1

Demo

VM Image Information

Hardware
Requirement

ThinkPad T60

+

M
inimum
2
G RAM

2
0 G
free
storage space.



Soft
ware
List


a.

OS: RHEL 5

b.

WAS 6.1.
0.17

c.

DB2 9.1.0.5

d.

MQ 6.0.2
.4

e.

MDM Server V8
.5

f.

Entity Analytics Solutions 4.2

g.

Tivoli LDAP

V6.1

h.

VMWare

workstation

V6

or
latest VMWare player (free download)


Due to resource constraint

issue
, I
nformation
S
erver (QualityStage, DataStage)

is
not

installed on the Linux image.




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Chapter 2
Linux Server
Admin
User Information


A
ll user id and password are in lower case
.


User ID

Password

Description


ws6admin


user4mdm

The

MDM server user


w
s6admin


u
ser4mdm

The MDM server

and EAS

DB schema owner
, use
this user id to connect to the MDM DB (
DB name
is
MDM
85
)


ws6admin


user4mdm

The EAS server
admin
user
. Use this user to
connec
t to EAS DB (DB name is
EAS
42
)



r
oot


user4mdm

Root user, required for network set up


cusadmin


cusadmin

User id for WebSphere secured admin console







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Chapter 3
Install
MDM

Server VM Image


Down load VM files from

ftp site

c
ongsa.ibm.com
,
under
:


/congsa
-
p1/01/mdmdemo/MDM85
LinuxVM/


user id: wccdemo

password:

user8
mdm




GSA
P
asswo
rd changes every 3 months;

email to
helenlu@ca.ibm.com

for new
password

if password has been changed
.


Run VMImage85
.part01.e
xe to extract all image files into your local folder.

Follow the
steps below to configure the VM Image.


1.

Open

file “
MDM85DemoVM
.vmx


2.

Before stating the VM

make sure
the Ethernet is set to “NAT”. (
Do not use bridge as
it

may result in conflicting host name
)





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3.

By default, M
emory
is

set to
around
2
3
00

MB
.

Y
ou can change it by double click on
the “Memory” and change to desired size

on the popup screen

4.

By default, Ethernet

configuration

is

set to “NAT”. If it’s not set to NAT, double
click on the Ethernet a
nd select “
NAT” on the popup screen

5.

Select one of the snapshot
s

(
Security On
)




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6.

Start the image with the selected snapshot

7.

Log on as
ws6admin
, password “user4
mdm


8.

Configure network.
Refer to

the

embedded “How To Configure Network.doc”

for detail.
(
I
f you
’re viewing a printed version of this document, you’ll need to open it in
MS word to be able to see the embedded doc)






9.

Create a sna
pshot as your baseline VM image






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Chapter 4
Install XML Test Tool

o
n Host Windows Machin
e


If you
have

xml test tool for
MDM
Demo VM 8.0.1, skip this step, use your existing XML Test
Tool.

Note that you have to change the port number to 2811
.


1.

D
ownload

(
copy
)

XmlTestTool.zip
and WAS61
.zip
to your local

drive

2.

ftp congas.ibm.com

3.

userid/password
:
wcc
demo/
xxxx

4.

folder:

/con
gsa
-
p1/01/mdmdemo/MDM801LinuxVM
/

5.

U
nzip

the file

6.

Edit windows host file (under C:
\
Windows
\
system32
\
driver
\
etc directory) to add
the following line:


<
VM machineIP addr
>

mdm
demo
.torolab.ibm.com



mdmdemo


(eg:
192.168.20.128

mdm
d
emo
.torolab.ibm.com


mdm
demo
)

Note that if the ip address changes, you’ll need to change it in the host file before
running the xml test tool.

7.

Make sure WAS61 and XmlTestTool directories are at the same level
.

8.

Modify xmltesttool.properties file to point t
o the correct machine
name

(
mdm
demo
.torolab.ibm.com

or IP address
)

and test xml file location.

9.

Run “
SubmitServices
.bat
” to
invoke
MDM services.


New Port:

you can still use the previous version of XmlTestTool, however, the port
number has been changed f
rom

2813 to 2811
.


4.1

To Generat XML Test Case


To run xml test tool, test cases are re
quired. All xml files under ..
\
XmlTestTool
\
xml have test
cases generated,
if you copied XmlTestTool into root C:
\

directory,
you don’t need to
regenerate it.
However, if XmlTe
stTool is in a different directory other than C:
\
,

or

if you use a
new xml file name
or create a new directory, you’ll need to generat
e

xml test case
. To generate
xml test case, follow the steps below:


1.

Go to ..
/XmlTestTool/properties

folder

2.

Edit XmlTestGe
nerator.properties, change entry Directory to point to where the XML
file resides. For example if you create a new directory called workshop, the entry should
be: Directory=

Directory=C:/XmlTestTool/xml/
workshop/

3.

Save XmlTestGenerator.properties file

4.

On do
s command window, g
o to
..
\
XmlTestTool
\
bin

5.

Run XmlTestGenerator.bat
. This should create new test case under the sub directory
testCases

6.

Now you can change the XmlTestTool.properties to run you test case.




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Chapter 5
Demo
Guide


This demo VM
image
contains

a

complete
MDM

Server

installation
,

which

includ
e
s

the
core application, event manager,
batch processor, notification, A
dmin UI,

DS UI
;

plus
foundation

MDM UI.


Demo
Tip:

Always warm up UI before the demo. However, if UI is left on without any
activity f
or a while, you should start a new brow
ser

to avoid any possible caching issue
.


Note that this image is configured with the following features turned on:

1.

Duplicate Suspect Process

2.

EAS Integration


WAS home directory: /
opt/IBM/WebSphere/AppServer

MDM home
directory:
/opt/IBM/MDM
Server

EAS home directory:
/opt/IBM/EAS42



5.1

To start

MDM

Server

and EAS


1.

Log on to

the machine using user id as w
s
6
admin, password user4
mdm
.

2.

Click on the “Terminal” icon on the top. This should

open a command window
with: [w
s
6
admin@
mdm
demo

~]

3.

Note that s
tart up scripts have been merg
ed, only one script to start all necessary
software

for MDM Server
.

4.

Type:
./start
WASAll
.sh

You should
see a screen similar to picture below:




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Note: if server can’t be started (if startWASAll.sh process
hangs), check the
network configuration and make sure the IP address in the Host is correct (same
address as displayed by ifconfig

command
). Change the IP address in the network
configuration Host tab if they’re different

(see chapter 4, step 16)
.


5.

Reminde
r (don’t do this now!):
Before
you shutdown the machine,
run

stopWASAll.
sh

under /home/ws6admin


6.

To demo Alert sent by EAS,
o
pen a new terminal window
.
Note that EAS is now
running under ws6admin user.

Type:

./startEAS
Pipeline
.sh





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It takes around 10 se
conds to start up EAS pipeline.


5.
Open a new terminal window
and run

(as ws6admin)
:

./startEasQ
.sh





K
eep both terminal windows open

during the demo

to see EAS integration message.




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5.2

To Start

MDM

Info Center


MDM V8

provides standalone information c
enter, which can be invoked from
the “Help” button on Data Stewardship UI. To start the info center, open a new
terminal window:


cd
/opt/IBM/MDMServer/Infocentre/MDMserver_IC/ibm_help/


./start_infocenter_standalone.sh


Close this window will shutdown the

info center.



5.3

The

Browser Based

U
ser Interface


Bookmark the following URL on your host IE:


1.

Integrated

MDM

UI URL
:


http:// <vmipaddress>:
908
1
/
CustomerDataIntegrationWeb


The Integrated

MDM UI is a role based UI; based on user role, different
component
s will be available for the user.

This requires WAS global
security on.

Four users have been set up:

1.

cusadmin


power user

2.

datasteward


data steward user

3.

customer


customer service rep

4.

sysadmin


system admin user

These users (and the groups they belong
to) are managed by LDAP server.


Integrated

MDM UI contains 5

components:


DSUI,
Party Maintenance (previously named
Eco
-
System
UI
), Admin
,
Rule
s

and Reporting.


2.

Data Stewardship UI

URL:

if you only want to show DSUI, use this URL to invoke it:

http://
<
vmi
paddress>
:
908
1
/CustomerDataStewardshipWeb/faces/index.jsp









5.4

UI Navigation




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Refer to
“MDM

and ELMDM

UI

Guide
.ppt


for navigation

instructions

for
Entry Level MDM role based UI and new features from MDM Server V8
.5

UI.

(A
gain you need to open this doc
in MS Word to see the embedded document)




The
Party
Maintenance UI
interacts with MDM
Server
by calling MDM web
services.


I
n this version


hierarchy

has been added in
to

Party Maintenance UI
.

You can
now navigate from a party
’s

360 v
iew to the hierarchy in which the p
arty is part
of the hierarchy tree
.

See section 5.8 for demo detail.




5.5

To run Batch Processor


1.

Assume
MDM

Server
has been started. On Linux command window type:


cd
/opt/IBM/MDMServer/BatchProcessor/


This brings you to

MDM

Server
BatchProcessor
home
directory.




2.

To reduce manual change

on the properties fi
le for different batch runs, three

shell scripts have been created:

enableMDMBatch.sh



run this script if you intend to demo the out of the
box MDM batch xml file

(
e.g. run addPerson.txt batch file)
.

enableDnBBatch.sh



run this script if you intend to demo the D&B input
batch file

enableMDMSIF
.sh



run this script if you intend to demo / load SIF data file
(SIF format defined by MDM RD)

3.

In the input sub directory, t
here’s a test file called “addPerson
.txt
”.
Use this
file t
o demo

MDM out of the box XML

batch run.

R
un the following



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command under
the
BatchProcessor
home
directory:




./bin/runbatch.sh ./input
/a
ddP
erson.
txt ./output






Replace the input file name

(ad
d
P
erson.txt)

with

your desired batch file name.


Sample SIF data file is under ../input/SIF folder



5.6

To start and watch notification message


Notification home directory is

/opt/IBM/
MDM
Server
/Notification


1.

Open up another terminal by clicking on the termin
al icon on the tool bar

2.

T
ype:
cd /
opt/IBM/
MDM
Server
/
Notification

3.

T
ype:
./MessageLogger.sh

and leave this window open
.




4.

T
he

notification

message

is also logged to the message
s
.log file on the same
directory.

This m
essage.log

file is empty if
MDM

has not
sent out any



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notification.

5.

To view the message
in real time, open another terminal window,


Type:
cd /
opt/IBM/
MDM
Server
/
Notification

Then type:
tail

f messag
s
e.log









5.7

Product and
Account Domain
: Bundled Account Demo

MDM
Server introduced product a
nd account domain, however the user
interface does

n
o
t reflect the new additions.
This demo
is created to demonstrate

the new domains within curr
ent user interface limitations.


Demo Scenario:

A bundled value account consists of two base accounts: a checki
ng account and
a savings account
. The value account has terms and conditions attached to it: if
any of the base account is terminated, the value account agreement is broken.
MDM server will send out notification message notify account systems of such
agree
ment violation.

The VM image is set up with 2 persons that signed with a bundled value account:
Dave Maid and Daniel Clarke.


Demo step 1:
Search person with Dave Maid will bring you to the 360 view of
the person, you’ll see 3 contracts on the 360 view

scr
een
:





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Demo step 2:

Go to Notification home directory, run MessageLogger.sh and tail on
messages.log file (see Notification section for detail).

Demo step 3
:

Run

updateContract1.xml from X
ml

Test Tool. The update contract ends one of
the base contract
s
,
so that the terms and conditions is broken, which
then
triggers the notification.




Demo tip:

change the component (product type name on CDPRODTP table)



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name for your audience, for example, for telco client, change Checking Account
to Land Line and Savin
gs Account to Wireless Account.





5.8

Hierarchy View

UI

You can view the new “folder” tree view of organ
ization hierarchy via Party
Maintenance screen

without searching hierarchy
.

Pepsico hierarchy

test case has
been constructed for this demonstration purpo
se.

Note that D&B hierarchy
is

NOT
supported by this UI
.


1.
T
est cases

are

under XmlTestTool
\
xml
\
Pepsico
. Data is in the Security ON
snapshot







2.
On Party maintenance UI
, search organization name:



4.

Select
Pepsico Inc. from the search result list:





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5.

Navigate to the 360 view




6.

Click on the hierarchy button

on the Hierarchy box

7.

This will open

up

the hierarchy

tree

view screen:




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5.9

Dun

& Bradstreet Integration Demo

The VM image contains the base data setup for running the DnB demo.



A PowerPoin
t presentation has been created for the purpose of the demo:

MDM

Integration with Dun & Bradstreet.ppt”

(see embedded zip file



open
doc in MS Word
).


WC C Integration with Dun & Bradstreet.zip



Demo steps:

1.

Explain
MDM

and DnB integration with the presentation material.

2.

Run
DSUI,

click on the “Hierarchy” menu and
search

by

organization
name “widgets%”

or “w%”
.





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3.

There should have 2 records returned: Widgets Corp and Widgets Domestic
Ultimate Parent.



4.

Click on Widgets Corp link to navigate to
Hierarchy

screen.





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5.

As you
can see there is no hierarchy exists for Widgets Corp

at this time
.

In t
he
following steps
, you

will run
MDM

Batch Processor to import D&
B e
nrich
ment
data for Widgets Corp that

will create D&
B hierarchy for Widgets Corp.

6.

Switch to Linux server command wind
ow. Type:


cd
/opt/IBM/
MDM
8/MDM
Server
/BatchProcessor


This brings you to
MDM

BatchProcessor
home
directory.

7.

Run
enableDnBBatch.sh

to use

DnB parser
for the batch run.

8.

In the input sub directory, there’s a file called

enrichOrgWithDnBDataABCD7032000.txt
”,
run the following command
under ../BatchProcessor directory:


./bin/runbatch.sh ./input/enrichOrgWithDnBDataABCD7032000.txt ./output


9.

You should see screen output for
2

successful records

10.

Switch to the DSUI screen. Repeat step 2, 3, 4. This time you should

see
Widgets Corp has the hierarch
y

created. Select the hierarchy link,
3 levels of
Widgets Corp hierarchy will be displayed. C
lick on

the

“Full View” button to
view the full

DY
B hierarch
y for Widgets Corp.


Demo Tip:

M
ake sure run
enableMDMBatch.sh

after
DnB demo so that you can
demo MDM regular XML batch.




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Chapter 6

IIS Integration (QualityStage) Demo


A
n instance of Information Server

run
s

in

the

Toronto lab, the QualityStage name and
address standardization job and probabilistic matching jobs have be
en deployed on this
server.
If you have access to internet and IBM intranet,
you can use this server to demo
the integration between MDM server and Information Server.

To configure MDM


IIS integration:


Before starting WAS,
run

enableIIS.sh
” under /home
/ws6admin directory

This is all required to enable integration between MDM and IIS server.







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Chapter 7 How To Restore Data




There are
two
options to restore the baseline data after demo:

1.

Take a snapshot after the initial VM image set up and restore
the snapshot after each
demo.

2.

Take a DB backup.




T
o clean up party records in EAS
42
, run
Trunc42.sql

under
/home/ws6admin/scripts/
.


To clean up records in MDM DB, run
PurgeMDMDB
.sql

under /home/ws6admin.






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Chapter 8 Fixes for Know
n

Issues