Data Virtualization Demoette… Business Directory Custom Properties Hello, and welcome to the Demoette series for Cisco Information Server, or CIS. In this Demoette, we discuss the use of Custom Properties in Business Directory.

Agenda What are they and why do they matter? A basic demo Summary Here is our agenda. We begin by defining Custom Properties and outlining their importance for our customers. Next we walk through a very basic demo of Custom Properties in Business Directory. Finally, we summarize the contents of this demoette.

Agenda What are they and why do they matter? A basic demo Summary Let’s begin by discussing what Custom Properties are, and why they are important for our customers.

What are they? Business Directory Custom Properties Add business-level metadata to published CIS resources Three levels of meaning: Group Properties Values Flexible display options Business Directory Custom Properties provide a way to add business-level metadata to published CIS resources. Custom Properties are organized into three levels of meaning. At the highest level, Groups are Named Containers for multiple properties. Second, within a group, you may have one or more individual custom property names. Third, specific Values for these custom properties may be assigned to individual CIS published resources. The Custom Properties feature supports very flexible display options. For example, property values may be text, Boolean, Pick Lists, or many other data types.

Why do they matter? Business Directory Custom Properties Business-level data stewardship Communicate business meaning of resources Custom Properties are important to our customers for two reasons. First, they provide a way to enable business users to become stewards and curators of CIS published resources. Second, they provide a rich and highly customizable way for business users to define and share details about the meaning and appropriate use of CIS published resources.

Agenda What are they and why do they matter? A basic demo Summary Next, let’s walk through a very basic demo of using Custom Properties in Business Directory.

Demo: Here is the business problem… Sales Analysts Marketing Customer Service Business Data Steward BD CIS Developers Here is the business problem that we illustrate in this demo. As we saw in our introductory demoette of Business Directory, CIS developers create and publish resources that federate complex enterprise data. However, Business Users need a way to better understand the business meaning and value of these published resources. In addition, business users have knowledge about the meaning of business data that CIS developers do not possess. In order to fully unlock the business value of published CIS resources, a better means of collaboration is needed between business and IT. <CLICK> Therefore, we synchronize metadata for CIS published resources to Business Directory. <CLICK> Business users can now use Business Directory to better understand the published resources available to them. In addition, they can categorize and comment upon these resources, improving cross-organizational business information-sharing. <CLICK> This collaboration capability also extends to developers, who now have a valuable feedback loop regarding the meaning and value of their work. So far, we have seen this business use case in our previous introductory demoette on Business Directory. <CLICK> In this demoette, though, we add a new role, the Business Data Steward. This role requires a business data expert who is tasked with adding significant new metadata to CIS resources, in order to make them even more meaningful and useful to the enterprise. CIS

Demo: Before you begin CIS Publish Annotate Business Directory Connect Synchronize Before you begin this demo, you must set up Business Directory just as you did for the introductory demoette. This involves publishing an assortment of resources in CIS, and adding annotations to the published artifacts. You then set Business Directory to connect to your CIS instance, and synchronize metadata from CIS to Business Directory. Instructions for these steps are found in the additional resources that accompany this demoette.

Demo: Recap basic metadata In our introductory demoette on Business Directory, we saw how business users can view the columns within a published resource… <CLICK> … and how they can see the lineage of data in a published resource. However, business data stewards in this enterprise would like to add a great deal of additional information about the meaning and use of published resources. Much of this information is highly customized to the specific needs of this enterprise. <CLICK> Let’s see how Custom Properties can help organizations fill these highly specialized needs.

Demo: Custom Properties Administration We can define groups and properties from the Admin menu’s Custom Properties page. <CLICK> Our Custom Properties page is currently blank. <CLICK> We’ll begin by clicking the Plus sign and adding a new Group.

Demo: Create a new Group We’ll name our first group “Business Stewardship”… <CLICK> …and enter an annotation that explains its meaning. <CLICK> Now we can click the ellipsis to enter Paths for the group. <CLICK> Paths are CIS published resources or resource containers for which we want this new Property Group to be applicable. For this demo, we’ll drag in all of our databases and web services.

Demo: Create new Properties We can use the Plus Sign on our new group to begin defining Properties for the group. Our first property is very simple: the name of the Business Steward for a given resource. <CLICK> We name the Property, and choose STRING_TYPE as its data type. <CLICK> We enter a default value for the property, and then we save it. <CLICK> We use the same process to define a text field for the Business Steward’s email address.

Demo: Create new Properties Let’s create some different kinds of Properties. The “Approved” property tells whether or not the Business Steward has approved the resource for use. We define it as a yes/no data type, and we can only choose “yes” or “no” as the default value. <CLICK> We create Business Steward Web Presence as a URL type, and the default value must be a correctly-formed URL. <CLICK> Next, we create Business Steward Role. This is a Single Enumeration type, which will appear as a single-select drop-down box. We enter the valid values, separated by commas. We can pick one valid value as the default.

Demo: Create new Properties Continuing on, we create a second Group named Dissemination Guidelines. This group has two properties. Information Scope is another single-enumeration type. <CLICK> The Appropriate Audiences Property, however, is a multi-enumeration type. Again, we enter a comma-separated list of valid values, but we can choose more than one value as the default.

Demo: Assign Values to Properties Now that we have created our custom properties, we can apply values to them for any resource defined in their paths. We browse to a resource, and double-click each Values cell in order to define Property values for the resource.

Demo: Assign Values to Properties For text values, we enter free-form text. <CLICK> For yes/no values, we can use a drop-down to select yes or no. <CLICK> For URL values, we must enter a correctly-formed URL.

Demo: Assign Values to Properties For single-select properties, we use the drop-down to select a valid value. <CLICK> For multi-select properties, we can choose one or more valid values. We have defined a set of custom properties, and assigned resource-specific values. Business users can now learn much more about their information resources. Our demo is complete.

Agenda What are they and why do they matter? A basic demo Summary Let’s summarize what we have seen in this presentation.

Summary Add business-level metadata to published CIS resources Three levels of meaning: Group Properties Values Flexible display options Business Directory Custom Properties provide a way to add business-level metadata to published CIS resources. Custom Properties are organized into three levels of meaning. At the highest level, Groups are Named Containers for multiple properties. Second, within a group, you may have one or more individual custom property names. Third, specific Values for these custom properties may be assigned to individual CIS published resources. The Custom Properties feature supports very flexible display options. For example, property values may be text, Boolean, Pick Lists, or many other data types. Custom Properties are important to our customers for two reasons. First, they provide a way to enable business users to become stewards and curators of CIS published resources. Second, they provide a rich and highly customizable way for business users to define and share details about the meaning and appropriate use of CIS published resources. Thank you. Business-level data stewardship Communicate business meaning of resources

TOMORROW starts here.