Practical Approaches to Agile Development with University of Texas MD Anderson Cancer Center Presented by David Bohmann, Sr. Data Integration Developer UT M.D. Anderson Cancer Center Practical Approaches to Agile Development • Human Genome was first sequenced in April 2003. Since that date the fight against cancer has taken a different trajectory. • Genomic + Clinical data enables new insight for clinician and researchers • Moonshots Program - Breakthroughs in advanced kidney therapy, ovarian cancer, CLL leukemia among others #INFA16 About M.D. Anderson • Established in 1941 by State of Texas, UT System • Located in Houston’s Texas Medical Center • Focused on three areas - Patient Care, Cancer Research and Education • Employs over 21,000 staff, faculty and volunteers • Consistently ranked #1 in Cancer Care by US News & World Reports • Locations in the US and abroad #INFA16 Agenda • • • • • • • Why Customize? How To: Customize Out of the Box Assets Keys for Success: Configuration and Automation MDA BG Viewer: A Customized Glossary Viewer Benefits Achieved: Supporting EPIC Go-Live Future Plans and Next Steps Q&A #INFA16 The Business Case for Customization • Metadata Manager default connectors provide • • • access to most metadata sources, about 80%. What about the rest? The other 20% of metadata that doesn’t fit “the mold” or serviced by a default connector, still has high value! How do we bring that into Metadata Manager? Through custom metadata objects, of course! #INFA16 MDA Drivers for Custom Metadata • EPIC EHR go-live in March of this year put urgency to • • • import, relate and share a lot of custom metadata Had both in-house custom metadata and external custom metadata from EPIC vendor For glossaries, determined from users that two additional glossary types were needed- Metrics and Reports, each with their own set of attributes For metadata, needed two custom metadata resources, one for Oracle’s Healthcare DW and one for FIRE custom datamarts built to support EPIC reporting #INFA16 Key Solution Requirements • Metadata Manager • Need a “generic” metadata model, capable of storing and relating a • • lot of different types of custom metadata and attributes • Should be easily relatable to other resources and glossaries Business Glossary • Business users required custom glossaries and attributes • Should be easily loaded and updated regularly (scheduled) Business Glossary Web Viewer • BG Desktop-like features on the web, without deployment • Need to integrate with existing .NET web port technology • Should not require login and provide easy term search and filter • Search highlighting and results export also nice to have #INFA16 Customizing METADATA MANAGER #INFA16 Customizing BUSINESS GLOSSARY REPORTS METAMODEL METRICS METAMODEL #INFA16 Configuration Changes For Customization • Main change is in the IMM.properties file to • • allow for override of default model validation during loading Under entry for “Customer Modifiable Properties” Add entry: “xconnect.io.ime.validation.skip=true” #INFA16 Metadata Load Automation: Best Practices • Need dedicated file share on server to hold .csv target data • • • • files created by preload mapping(s) Use same shared folder in Metadata Mgr resource load for .csv source file location; check folder security For complex data or mappings, may need database schema and helper tables to prepare data Create project based repository folders in PowerCenter or SHARED FOLDER REUSED Developer for mappings and employ naming standards RAD/Agile abilities in Developer 9.5.x outweigh shortcomings of no scheduler; partner with 3rd party scheduler or PowerCenter to overcome this #INFA16 Glossary Web Viewer – Custom Stored Proc 1 • Two main functions are rowset returning and generate dynamic SQL, based on search input • Get business glossaries from master repository • FUNCTION Get_Glossary(p_repo_type IN varchar2) • RETURN cc_glossary_cursor; Input: • p_repo_type – default Code value “BusinessGlossary” Output: • Cursor containing: • glossary (repository) name • glossary (repository) uid #INFA16 Glossary Web Viewer – Custom Stored Proc 2 • Get term summary data from business glossaries • FUNCTION Get_Term_Summary(p_glossary in varchar2, p_compare in varchar2, p_term in varchar2) • RETURN cc_glossary_cursor; Input: • • p_glossary – Comma separated list of repository uids (empty string to search all repositories) • p_term – String to search on p_compare – Type of search comparison to perform. List of valid values are: Equals, Begins with, Ends with, Contains, Does not equal, Does not begin with, Does not end with, Does not contain Returns Cursor containing: • • Glossary (repository) name, Term – From search results • Name_Path – Used to create the URL required to view in the Informatica Business Glossary tool. • To create the full URL, concatenate ‘http://<server>:10250/mm/#browse___glossary___’ with Name_Path Description – Description of the term #INFA16 MDA Custom GLOSSARY VIEWER #INFA16 Successes and Benefits Achieved • 7 glossaries and 2 custom catalogs *published* • 4 of these had direct benefit to EPIC Go-Live • Users like Web Viewer for quick search; can go to • • • MM/BG via link if needed (login required) Training delivered via custom user guides or CBT materials Users cite time savings, productivity gains using Web Viewer for “governed” terms and definitions Having integrated UI for Governance Portal sets up for “one stop” shopping for future users #INFA16 Future Plans • Upgrade to v10 in Q3 2016; will lessen need for custom • • • • glossary models due to template technology Go live of “Reports” glossary type for EPIC in May Working on solution to expose custom metadata catalogs (like those shown) through our Web Glossary viewer as Data Dictionary type of asset Working on “search all fields” functionality, driven by user input on web portal search page Establishing process for rapidly onboarding custom metadata and reusing glossary definitions for BI asset creation (BO universe and Crystal reports) #INFA16 Thank You! Project Team Prati Bajwa, David Bohmann, Jim Delany, Mark Wozny Contact Info David Bohmann – dmbohman@mdanderson.org H2L Customizing Metadata Whitepaper 1) Goto network.informatica.com, then to KB 2) Search H2L resources for “Extend a Custom or Business Glossary Model in Metadata Manager - Best Practices” #INFA16 Wrap-Up • Challenges with EPIC Implementation and Metadata Needs • Metrics and Reports Needed New Attributes • Oracle Healthcare DW and FIRE custom data marts • Results • Created “Generic” metadata model, for different types of • custom metadata and attributes Business Glossary & Web Viewer - 7 glossaries and 2 custom catalogs *published* - 4 of these had direct benefit to EPIC Go-Live, Users cite time savings, productivity gains #INFA16 Sessions on Latest Innovations • Hands-on Sessions Session ID: P&A327 Modern EDI-based intercompany data integration with the B2B Data Exchange EDI Accelerator - Eran Benayun, Dan Rezac, Armando Martinez Learn about the B2B Data Exchange EDI Accelerator Covering partner onboarding, configuration and management via messaging and dashboards. Date/time: May 23-26 (Available all days, Every hour) • Deep Dive Sessions Session ID: DI&BD109 “A Major Application Consolidation and Modernization Initiative” on Monday May 23th at 9:45 in Room 2004, Moscone West. American Equity and AXA will talk about their best practices for Application Modernization and Consolidation. AXA will describe their best practices for consolidating SAP and PeopleSoft applications. American Equity will present how their policy creation and customer loyalty improved from implementing Informatica PowerCenter, B2B Data Exchange, & Data Transformation with libraries for the DTCC and ACORD standards. #INFA16