Architecture for the Intelligent Enterprise: Powerful New Ways to Maximize the Real-time Value of Information   Tomorrow’s winning “Intelligent Enterprises” will bring together far more diverse sources of data, analyze it in more powerful ways, and deliver immediate insight to decision-makers throughout the organization. Today, however, most companies fail to apply the information they already have, while struggling with the complexity and costs of their existing information environments.   In this book, a team of IBM’s leading information management experts guide you on a journey that will take you from where you are today toward becoming an “Intelligent Enterprise.”   Drawing on their extensive experience working with enterprise clients, the authors present a new, information-centric approach to architecture and powerful new models that will benefit any organization. Using these strategies and models, companies can systematically unlock the business value of information by delivering actionable, real-time information in context to enable better decision-making throughout the enterprise–from the “shop floor” to the “top floor.”   Coverage Includes Highlighting the importance of Dynamic Warehousing Defining your Enterprise Information Architecture from conceptual, logical, component, and operational views Using information architecture principles to integrate and rationalize your IT investments, from Cloud Computing to Information Service Lifecycle Management Applying enterprise Master Data Management (MDM) to bolster business functions, ranging from compliance and risk management to marketing and product management Implementing more effective business intelligence and business performance optimization, governance, and security systems and processes Understanding “Information as a Service” and “Info 2.0,” the information delivery side of Web 2.0

Table of Contents:
Foreword by Ron Tolido  xix Foreword by Dr. Kristof Kloeckner  xxi Preface  xxiii Acknowledgments  xxix About the Authors  xxxi Chapter 1 The Imperative for a New Approach to Information Architecture  1 1.1 External Forces: A New World of Volume, Variety, and Velocity  3 1.1.1 An Increasing Volume of Information  3 1.1.2 An Increasing Variety of Information  4 1.1.3 An Increasing Velocity of Information  4 1.2 Internal Information Environment Challenges  5 1.3 The Need for a New Enterprise Information Architecture  5 1.3.1 Leading the Transition to a Smarter Planet  6 1.4 The Business Vision for the Information-Enabled Enterprise  7 1.5 Building an Enterprise Information Strategy and the Information Agenda  12 1.5.1 Enterprise Information Strategy  13 1.5.2 Organizational Readiness and Information Governance  15 1.5.3 Information Infrastructure  16 1.5.4 Information Agenda Blueprint and Roadmap  17 1.6 Best Practices in Driving Enterprise Information Planning Success  19 1.6.1 Aligning the Information Agenda with Business Objectives  19 1.6.2 Getting Started Smartly  19 1.6.3 Maintaining Momentum  20 1.6.4 Implementing the Information Agenda  20 1.7 Relationship to Other Key Industry and IBM Concepts  20 1.8 The Roles of Business Strategy and Technology  22 1.9 References  22 Chapter 2 Introducing Enterprise Information Architecture  23 2.1 Terminology and Definitions  23 2.1.1 Enterprise Architecture  25 2.1.2 Conceptual Approach to EAI Reference Architecture  27 2.2 Methods and Models  36 2.2.1 Architecture Methodology  36 2.2.2 Information Maturity Model  38 2.3 Enterprise Information Architecture Reference Architecture in Context  41 2.3.1 Information On Demand  41 2.3.2 Information Agenda Approach  42 2.3.3 The Open Group Architecture Framework  44 2.3.4 Service-Oriented Architecture and Information as a Service  47 2.4 Conclusion  50 2.5 References  51 Chapter 3 Data Domains, Information Governance, and Information Security  53 3.1 Terminology and Definitions  53 3.2 Data Domains  55 3.2.1 Classification Criteria of the Conceptual Data Model  56 3.2.2 The Five Data Domains  60 3.2.3 Information Reference Model  63 3.3 IT Governance and Information Governance  64 3.4 Information Security and Information Privacy  67 3.4.1 Information Security  67 3.4.2 Information Privacy: The Increasing Need for Data Masking  70 3.5 System Context Diagram  74 3.7 References  74 Chapter 4 Enterprise Information Architecture: A Conceptual and Logical View  77 4.1 Conceptual Architecture Overview  77 4.1.1 Metadata Management Capability  79 4.1.2 Master Data Management Capability  79 4.1.3 Data Management Capability  80 4.1.4 Enterprise Content Management Capability  80 4.1.5 Analytical Applications Capability  81 4.1.6 Business Performance Management Capability  82 4.1.7 Enterprise Information Integration Capability  82 4.1.8 Mashup Capability  85 4.1.9 Information Governance Capability  85 4.1.10 Information Security and Information Privacy Capability  86 4.1.11 Cloud Computing Capability  86 4.2 EIA Reference Architecture–Architecture Overview Diagram  88 4.3 Architecture Principles for the EIA  90 4.4 Logical View of the EIA Reference Architecture  98 4.4.1 IT Services & Compliance Management Services Layer  99 4.4.2 Enterprise Information Integration Services  99 4.4.3 Information Services  99 4.4.4 Presentation Services and Delivery Channels  101 4.4.5 Information Security and Information Privacy  101 4.4.6 Connectivity and Interoperability  101 4.4.7 Business Process Orchestration and Collaboration  101 4.5 Conclusion  102 4.6 References  102 Chapter 5 Enterprise Information Architecture: Component Model  103 5.1 The Component Model  103 5.2 Component Relationship Diagram  105 5.3 Component Description  105 5.3.1 Delivery Channels and External Data Providers  106 5.3.2 Infrastructure Security Component  108 5.3.3 Presentation Services  109 5.3.4 Service Registry and Repository  112 5.3.5 Business Process Services  112 5.3.6 Collaboration Services  113 5.3.7 Connectivity and Interoperability Services  113 5.3.8 Directory and Security Services  114 5.3.9 Operational Applications  114 5.3.10 Mashup Hub  116 5.3.11 Metadata Management Component and Metadata Services  119 5.3.12 Master Data Management Component and MDM Services  121 5.3.13 Data Management Component and Data Services  124 5.3.14 Enterprise Content Management Component and Content Services  129 5.3.15 Analytical Applications Component and Analytical Services  131 5.3.16 Enterprise Information Integration Component and EII Services  134 5.3.17 IT Service & Compliance Management Services  138 5.4 Component Interaction Diagrams–A Deployment Scenario  139 5.4.1 Business Context  139 5.4.2 Component Interaction Diagram  141 5.4.3 Alternatives and Extensions  144 5.5 Conclusion  144 5.6 References  144 Chapter 6 Enterprise Information Architecture: Operational Model  147 6.1 Terminology and Definitions  147 6.1.1 Definition of Operational Model Levels  148 6.1.2 Terms of Operational Aspect  149 6.1.3 Key Design Concepts within Operational Modeling  149 6.2 Context of Operational Model Design Techniques  150 6.3 Service Qualities  152 6.3.1 Example of Operational Service Qualities  152 6.3.2 Relevance of Service Qualities per Data Domain  155 6.4 Standards Used for the Operational Model Relationship Diagram  155 6.4.1 Basic Location Types  155 6.4.2 Inter-Location Border Types  158 6.4.3 Access Mechanisms  158 6.4.4 Standards of Specified Nodes  158 6.4.5 Logical Operational Model Relationship Diagram  167 6.5 Framework of Operational Patterns  168 6.5.1 The Context of Operational Patterns  169 6.5.2 Near-Real-Time Business Intelligence Pattern  169 6.5.3 Data Integration and Aggregation Runtime Pattern  175 6.5.4 ESB Runtime for Guaranteed Data Delivery Pattern  176 6.5.5 Continuous Availability and Resiliency Pattern  179 6.5.6 Multi-Tier High Availability for Critical Data Pattern  181 6.5.7 Content Resource Manager Service Availability Pattern  184 6.5.8 Federated Metadata Pattern  185 6.5.9 Mashup Runtime and Security Pattern  186 6.5.10 Compliance and Dependency Management for Operational Risk Pattern  187 6.5.11 Retention Management Pattern  189 6.5.12 Encryption and Data Protection Pattern  191 6.5.13 File System Virtualization Pattern  194 6.5.14 Storage Pool Virtualization Pattern  195 6.5.15 Automated Capacity and Provisioning Management Pattern  195 6.6 Conclusion  198 6.7 References  198 Chapter 7 New Delivery Models: Cloud Computing  201 7.1 Definitions and Terms  201 7.2 Cloud Computing as Convergence of IT Principles  202 7.2.1 Key Drivers to Cloud Computing  203 7.2.2 Evolution to Cloud Computing  204 7.3 Cloud Computing as a New Paradigm  205 7.3.1 Typical Service Layers in Cloud Computing  205 7.3.2 The Nature of Cloud Computing Environments  207 7.4 Implication of Cloud Computing to Enterprise Information Services  209 7.4.1 Multi-Tenancy  209 7.4.2 Relevant Capabilities of EIS in a Cloud Environment  214 7.5 Cloud Computing–Architecture and Services Exploration  215 7.6 Business Scenario with Cloud Computing  216 7.6.1 Business Context  216 7.6.2 Component Interaction Diagram  217 7.7 Conclusion  221 7.8 References  221 Chapter 8 Enterprise Information Integration  223 8.1 Enterprise Information Integration–Terms, History, and Scope  223 8.2 Discover  224 8.2.1 Discover Capabilities  224 8.2.2 Discover Scenario  227 8.3 Profile  228 8.3.1 Profile Capabilities  228 8.3.2 Profile Scenario  230 8.4 Cleanse  232 8.4.1 Cleanse Capabilities  232 8.4.2 Cleanse Scenario  235 8.5 Transform  236 8.5.1 Transform Capabilities  236 8.5.2 Transform Scenario  237 8.6 Replicate  239 8.6.1 Replicate Capabilities  239 8.6.2 Replication Scenario  242 8.7 Federate  244 8.7.1 Federate Capabilities  244 8.7.2 Federation Scenario  246 8.8 Data Streaming  247 8.8.1 Data Streaming Capabilities  247 8.8.2 Data Streaming Scenario  251 8.9 Deploy  253 8.9.1 Deploy Capabilities  253 8.9.2 Deploy Scenario  254 8.10 Conclusion  256 8.11 References  256 Chapter 9 Intelligent Utility Networks  257 9.1 Business Scenarios and Use Cases of the IUN  258 9.1.1 Increasing Issues Concerning Electrical Energy  258 9.1.2 The Demand for New Business Models  259 9.1.3 Typical Use Cases  261 9.2 Architecture Overview Diagram  263 9.3 The Logical Component Model of the IUN  265 9.3.1 Power Grid Infrastructure  266 9.3.2 Data Transport Network and Communication  266 9.3.3 Enterprise Information Integration (EII) Services  267 9.3.4 Remote Meter Management and Access Services  268 9.3.5 Automated Billing and Meter Data Management  268 9.3.6 Enterprise Asset Management  268 9.3.7 Work Order Entry Component and Mobile Workforce Management  268 9.3.8 Customer Information and Insight with Portal Services  269 9.3.9 Outage Management System  269 9.3.10 Predictive and Advanced Analytical Services  269 9.3.11 Geographic Information System (GIS)   270 9.4 Component Interaction Diagram  270 9.4.1 Component Interaction Diagram: Smart Metering and Data Integration  271 9.4.2 Component Interaction Diagram: Asset and Location Mashup Services  272 9.4.3 Component Interaction Diagram: PDA Data Replication Services  273 9.5 Service Qualities for IUN Solutions  274 9.5.1 Functional Service Qualities  274 9.5.2 Operational Service Qualities  275 9.5.3 Security Management Qualities  275 9.5.4 Maintainability Qualities  276 9.6 Applicable Operational Patterns  277 9.7 Conclusion  278 9.8 References  279 Chapter 10 Enterprise Metadata Management  281 10.1 Metadata Usage Maturity Levels  281 10.2 Terminology and Definitions  282 10.2.1 EIA Metadata Definition  283 10.2.2 What Is Metadata Management?   287 10.2.3 End-to-End Metadata Management  289 10.3 Business Scenarios  289 10.3.1 Business Patterns  289 10.3.2 Use Case Scenarios  290 10.4 Component Deep Dive  291 10.4.1 Component Model Introduction  291 10.4.2 Component Descriptions  292 10.4.3 Component Relationship Diagrams  293 10.5 Component Interaction Diagram–Deployment Scenario  294 10.5.1 Business Context  295 10.5.2 Component Interaction Diagram  295 10.6 Service Qualities for Metadata Management  298 10.7 Applicable Operational Patterns  300 10.8 IBM Technology Mapping  302 10.8.1 IBM Technology Overview  302 10.8.2 Scenario Description Using IBM Technology  303 10.9 Conclusion  305 10.10 References  306 Chapter 11 Master Data Management  307 11.1 Introduction and Terminology  307 11.1.1 Registry Implementation Style  308 11.1.2 Coexistence Implementation Style  309 11.1.3 Transactional Hub Implementation Style  309 11.1.4 Comparison of the Implementation Styles  310 11.1.5 Importance of Information Governance for MDM   311 11.2 Business Scenarios  311 11.3 Component Deep Dive  313 11.3.1 Interface Services  314 11.3.2 Lifecycle Management  314 11.3.3 Hierarchy and Relationship Management Services  315 11.3.4 MDM Event Management Services  316 11.3.5 Authoring Services  316 11.3.6 Data Quality Management Services  316 11.3.7 Base Services  317 11.4 Component Interaction Diagram  318 11.5 Service Qualities  323 11.5.1 MDM Security  323 11.5.2 Privacy  325 11.6 Applicable Operational Patterns  326 11.7 Conclusion  327 11.8 References  328 Chapter 12 Information Delivery in a Web 2.0 World  329 12.1 Web 2.0 Introduction to Mashups  329 12.2 Business Drivers  330 12.2.1 Information Governance and Architectural Considerations for Mashups  335 12.3 Architecture Overview Diagram  336 12.4 Component Model Diagram  338 12.5 Component Interaction Diagrams  340 12.5.1 Component Interaction Diagrams–Deployment Scenarios  343 12.6 Service Qualities for Mashup Solutions  345 12.7 Mashup Deployment–Applicable Operational Patterns  349 12.7.1 Scenario 1: Simple Deployment Model  349 12.7.2 Scenario 2: High Availability Model  350 12.7.3 Scenario 3: Near-Real-Time Model  353 12.8 IBM Technologies  354 12.8.1 Lotus Mashups  355 12.8.2 InfoSphere Mashup Hub  355 12.8.3 WebSphere sMash  355 12.9 Conclusion  356 12.10 References  357 Chapter 13 Dynamic Warehousing  359 13.1 Infrastructure for Dynamic Warehousing  360 13.1.1 Dynamic Warehousing: Extending the Traditional Data Warehouse Approach  361 13.2 Business Scenarios and Patterns  370 13.2.1 Practical Business Applications  371 13.3 Component Interaction Diagrams–Deployment Scenarios  372 13.3.1 Dynamic Pricing in the Financial Industry  372 13.3.2 Addressing Customer Attrition/Churn  377 13.4 Conclusion  381 13.5 References  381 Chapter 14 New Trends in Business Analytics and Optimization  383 14.1 A New Approach to Business Performance Management  384 14.1.1 A Framework for Business Analytics and Business Optimization  385 14.1.2 Performance Metrics  387 14.2 Business Scenario, Business Patterns, and Use Case  387 14.2.1 Banking Use Case  388 14.3 Component Interaction Diagrams–Deployment Scenarios  389 14.3.1 Predictive Analytics in Health Care  390 14.3.2 Optimizing Decisions in Banking and Financial Services–Trading  394 14.3.3 Improved ERM for Banking and Financial Services  397 14.4 Conclusion  402 14.5 References  403 Glossary  405 Index  415   Appendixes can be found online at www.ibmpressbooks.com/artofeia Appendix A: Software Product Mapping  1 Appendix B: Standards and Specifications  19 Appendix C: Regulations  33