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Master Guide

SAP BusinessObjects Information Steward 4.0 Support Pack 1

2011-08-11

Copyright

2011 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP
BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as
well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and
other countries.Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports,
Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services
mentioned herein as well as their respective logos are trademarks or registered trademarks of Business
Objects Software Ltd. Business Objects is an SAP company.Sybase and Adaptive Server, iAnywhere,
Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as
their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP
company. All other product and service names mentioned are the trademarks of their respective
companies. Data contained in this document serves informational purposes only. National product
specifications may vary.These materials are subject to change without notice. These materials are
provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only,
without representation or warranty of any kind, and SAP Group shall not be liable for errors or
omissions with respect to the materials. The only warranties for SAP Group products and services
are those that are set forth in the express warranty statements accompanying such products and
services, if any. Nothing herein should be construed as constituting an additional warranty.
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Contents

Chapter 1

Getting Started........................................................................................................................5

1.1
1.2
1.3
1.4
1.5
1.5.1

Welcome.................................................................................................................................5

Chapter 2

SAP BusinessObjects Information Steward Overview..........................................................11

2.1
2.2
2.3
2.4
2.5

What's new in SAP BusinessObjects Information Steward.....................................................11

Chapter 3

Deployment Scenarios..........................................................................................................17

3.1
3.2
3.3

Single-machine deployment....................................................................................................17

Index

Documentation set for SAP BusinessObjects Information Steward..........................................6


Accessing documentation........................................................................................................7
SAP BusinessObjects information resources ..........................................................................7
About this guide.......................................................................................................................8
Constraints..............................................................................................................................9

Information Steward on Business Intelligence platform components.......................................11


Information Steward components...........................................................................................14
System landscape..................................................................................................................16
Implementation resources......................................................................................................16

Multiple-server deployment....................................................................................................17
Upgrade from SAP BusinessObjects Metadata Management XI 3.x.......................................18
19

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Contents

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Getting Started

Getting Started

1.1 Welcome
SAP BusinessObjects Information Steward provides business users and IT users with a single
environment to discover, assess, define, monitor, and improve the quality of their enterprise data assets.
Through the Data Insight module of Information Steward, business analysts and data stewards can
profile their data, create and run validation rules, and monitor data quality through scorecards. Through
the Metadata Management module, business analysts and data stewards can catalog their data and
understand the relationships of their enterprise data. Through the Metapedia module, data stewards
can define business terms for your data and organize the terms into categories. Through the Cleansing
Package Builder module, data stewards can define cleansing packages to parse and standardize data.
Information Steward provides a collaborative solution for data stewards to govern data using the data
profiling and metadata management solution, which provides transparency into the quality of data.
Branding
This documentation refers to products or features that have been or are in the process of being renamed,
or otherwise have been incorporated into SAP BusinessObjects Information Steward.
Previous name

New Name

SAP BusinessObjects Business Intelligence platform


SAP BusinessObjects Enterprise

and
SAP BusinessObjects Intelligence platform service

SAP BusinessObjects Enterprise


Metadata Integrator

SAP BusinessObjects Business Intelligence platform Metadata


Integrator

SAP BusinessObjects Data Insight

SAP BusinessObjects Information Steward Data Insight


module

SAP BusinessObjects Metadata


Management

SAP BusinessObjects Information Steward Metadata Management module

SAP BusinessObjects Data Services


Data Cleanse Dictionary feature

SAP BusinessObjects Information Steward Cleansing Package Builder module

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Getting Started

For brevity, some of the product and module names in this guide are shortened. You might see both
references in this document.
Full name

Shortened name

SAP BusinessObjects Information Steward

Information Steward

SAP BusinessObjects Business Intelligence


platform

Business Intelligence platform

SAP BusinessObjects Intelligence platform service

Intelligence platform service

SAP BusinessObjects Data Services

Data Services

1.2 Documentation set for SAP BusinessObjects Information Steward


You should become familiar with all the pieces of documentation that relate to your SAP BusinessObjects
Information Steward product.

Document

What this document provides

Administrator Guide

Information about administrative tasks such as monitoring,


lifecycle management, security, and so on.

Master Guide

An overview of SAP BusinessObjects Information Steward,


its components, required components from SAP BusinessObjects Intelligence platform service and SAP BusinessObjects
Data Services, and its deployment scenarios. This guide refers
to detailed documentation in installation and administration
guides.

Installation Guide for Windows

Information about architecture, setting up the application to


optimize the performance and procedures for installing SAP
BusinessObjects Information Steward in a Windows environment.

Installation Guide for UNIX

Information about architecture, setting up the application to


optimize the performance and procedures for installing SAP
BusinessObjects Information Steward in a UNIX environment.

Release Notes

Important information you need before installing and deploying


this version of SAP BusinessObjects Information Steward.

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Getting Started

Document

What this document provides

Upgrade Guide

Release-specific product behavior changes from earlier versions of SAP BusinessObjects Information Steward to the latest
release. This guide also contains information about how to
upgrade from SAP BusinessObjects Metadata Management
to SAP BusinessObjects Information Steward.

User Guide

Conceptual information and procedures about how to use SAP


BusinessObjects Information Steward.

What's New

Highlights of new key features in this SAP BusinessObjects


Information Steward release. This document is not updated
for support package or patch releases.

1.3 Accessing documentation


You can access the complete documentation set for SAP BusinessObjects Information Steward in
several places.
After you install the application, you can access the documentation from the Start menu on Windows
or the root drive on UNIX.
The most up-to-date documentation is available on SAP BusinessObjects Business Users Support
site.
1. Go to http://help.sap.com.
2. Click SAP BusinessObjects at the top of the page.
3. Click All Products in the navigation pane on the left.
You can read PDF files online or save them to your computer using the latest version of Adobe Acrobat
Reader.

1.4 SAP BusinessObjects information resources


A global network of SAP BusinessObjects technology experts provides customer support, education,
and consulting to ensure maximum information management benefit to your business.
Useful addresses at a glance:

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Getting Started

Address

Customer Support, Consulting, and Education


services
http://service.sap.com/

Forums on SCN (SAP Community Network )


http://forums.sdn.sap.com/forum.jspa?foru
mID=305

Content

Information about SAP Business User Support


programs, as well as links to technical articles,
downloads, and online forums. Consulting services can provide you with information about how
SAP BusinessObjects can help maximize your
information management investment. Education
services can provide information about training
options and modules. From traditional classroom
learning to targeted e-learning seminars, SAP
BusinessObjects can offer a training package to
suit your learning needs and preferred learning
style.
Search the SAP BusinessObjects forums on the
SAP Community Network to learn from other SAP
BusinessObjects users and start posting questions or share your knowledge with the community.

Product documentation
http://help.sap.com/businessobjects/

Supported Platforms (Product Availability Matrix)


https://service.sap.com/PAM

SAP BusinessObjects product documentation.

Get information about supported platforms for


SAP BusinessObjects Information Steward.
Use the search function to search for Information
Steward.

1.5 About this guide


The SAP BusinessObjects Information Steward Master Guide is a central starting point for technical
implementation of Information Steward and provides an overview of available documentation.
Use the Master Guide to get an overview of Information Steward, its components, required components
from SAP BusinessObjects Intelligence platform service and SAP BusinessObjects Data Services, and
its deployment scenarios from a technical perspective.
The Master Guide is a planning tool that helps you design your system landscape and refers to detailed
documentation in installation and administration guides.

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Getting Started

1.5.1 Constraints
Note the following constraints for this guide:

Business scenarios presented here serve as examples and are only intended as models. They may
not necessarily run the same way in your unique system landscape.
The Master Guide focuses on overall technical implementation, which means that additional
dependencies may exist that are not mentioned in this document. This document refers you to more
information about component-specific software dependencies in corresponding installation guides.
This guide does not include detailed instructions; it tells you where to find those instructions.

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Getting Started

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SAP BusinessObjects Information Steward Overview

SAP BusinessObjects Information Steward Overview

SAP BusinessObjects Information Steward provides business users and IT users with a single
environment to discover, assess, define, monitor, and improve the quality of their enterprise data assets.
Through the Data Insight module of Information Steward, business analysts and data stewards can
profile their data, create and run validation rules, and monitor data quality through scorecards. Through
the Metadata Management module, business analysts and data stewards can catalog their data and
understand the relationships of their enterprise data. Through the Metapedia module, data stewards
can define business terms for your data and organize the terms into categories. Through the Cleansing
Package Builder module, data stewards can define cleansing packages to parse and standardize data.

2.1 What's new in SAP BusinessObjects Information Steward


For a complete list about the new features in SAP BusinessObjects Information Steward 4.0, see the
SAP BusinessObjects Information Steward What's New document.
Information Steward introduces the following new modules:
Cleansing Package Builder
Data Insight
Metadata Management
Metapedia
For more information about these modules, see the SAP BusinessObjects Information Steward User
Guide.
Information Steward incorporates the following enterprise features from SAP BusinessObjects Business
Intelligence platform and SAP features:

Encryption of sensitive data


System Landscape Directory (SDL) and Solution Manager

For more information, see the SAP BusinessObjects Business Intelligence Platform Administrator Guide.

2.2 Information Steward on Business Intelligence platform components

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SAP BusinessObjects Information Steward Overview

The following table describes how SAP BusinessObjects Information Steward uses each pertinent SAP
BusinessObjects Business Intelligence platform (BI platform) component.
BI platform
component

How SAP BusinessObjects Information Steward uses component

Web Application Server

Deploys Information Steward on:


The Central Management Console (CMC) through which administrative tasks
for Information Steward are performed
A web application server through which you access the Information Steward
modules:
Data Insight
Metadata Management
Metapedia
Cleansing Package Builder
Manages the following for SAP BusinessObjects Information Steward
Enterprise Information Management Adaptive Processing Server (EIMAdaptiveProcessingServer) and services
Information Steward Job Server (ISJobServer) and services
Manage Metadata Management module:
Integrator source configurations
Source group configurations

Central Management Console (CMC)

12

Manage Data Insight module:


Connections
Projects
Profile and rule tasks

Manage Cleansing Package Builder module:


Cleansing package owner

Information Steward utilities


User security (authentication and authorization)
Manage repository and application settings

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SAP BusinessObjects Information Steward Overview

BI platform
component

How SAP BusinessObjects Information Steward uses component

Maintains a database of information about your BI platform system. The data stored
by the CMS includes information about users and groups, security levels, schedule
information, BI platform content, and servers. For more information about the CMS,
see SAP BusinessObjects Business Intelligence Platform Administrator's Guide.

Central Management Server (CMS)

The following objects in the Metadata Management module of Information Steward


are stored in the CMS.
Integrator Source configurations
Source groups
Utilities configurations
Data Insight connections
Projects
Tasks
Note:
Because integrator source configurations and source group definitions are stored
in the CMS, you can use the Upgrade management tool to move them from one
version of the CMS to another. The schedules and rights information are considered
dependencies of these configurations. For details, see the Upgrade Guide and the
Lifecycle Management section in the Administrator Guide.

Information Steward Job Server uses the Adaptive Job Server for executing profiling
tasks and integrator tasks.
Adaptive Job
Server

The server may host the following services for Information Steward:
Information Steward Task Scheduling Service
Information Steward Integrator Scheduling Service
Required during Information Steward installation to create the Enterprise Information Management Adaptive Processing Server.

Adaptive Processing Server

13

The EIM Adaptive Processing Server uses BIP adaptive processing server to host
the following services:
Metadata Relationship Service
Metadata Search Service
Metadata Integrator Service
Data Services Metadata Browsing Service
Data Services View Data Service
Information Steward Administrator Task Service
Cleansing Package Builder Core Service
Cleansing Package Builder Auto-analysis Service
Cleansing Package Builder Publishing Service

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SAP BusinessObjects Information Steward Overview

BI platform
component

How SAP BusinessObjects Information Steward uses component

File Repository
Server

Stores files associated with:


A published cleansing package. The stored information can be accessed by
Data Services
History logs for Data Insight task and metadata integrator execution
Search index for metadata integrator objects

2.3 Information Steward components


You can choose to install SAP BusinessObjects Information Steward components on one or more
computers based on available resources and your deployment planning.
The following table shows the components that you can choose on the "Select Features" window of
the Information Steward installer.
Component in feature tree

Description

Information Steward Web Application

Provides web applications that:


Administer Information Steward in the Central Management Console
(CMC)
Comprise the modules of Information Steward:
Data Insight
Metadata Management
Metapedia
Cleansing Package Builder
Note:
If the BI platform web applications were manually deployed, manually
deploy the Information Steward web application with WDeploy after installation.

Information Steward Task Server

Processes profile and rule tasks for the Data Insight module of Information
Steward.

Metadata Relationship Service

Processes object relationships (for example, impact and lineage).

Metadata Search Service

Provides search capability on the Metadata Management module of Information Steward.

Information Steward Cleansing


Package Builder Service

Provides the capability to create and refine cleansing packages on the


Cleansing Package Builder module of Information Steward.

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SAP BusinessObjects Information Steward Overview

Component in feature tree

Description

SAP BusinessObjects Enterprise


Metadata Integrator

Collects information from an SAP BusinessObjects Business Intelligence


platform repository that includes metadata objects such as SAP Crystal
Reports, Web Intelligence documents, and universes.

SAP NetWeaver Business Warehouse Metadata Integrator

Extracts information from a NetWeaver Business Warehouse system


that includes metadata objects such as Queries, InfoProviders, InfoObjects, Transformations, and DataSources.

Common Warehouse Model


(CWM) Metadata Integrator

Extracts information from the CWM Relational Package that includes


definitions of metadata objects such as catalogs, schemas, and tables.

Relational Databases (RDBMS)


Metadata Integrator

Extracts information from an RDBMS that includes definitions of metadata


objects such as catalogs, schemas, stored procedures, and aliases.
Supported relational databases include DB2, MySQL, Oracle, SQL
Server, Teradata, or a Universe connection using JDBC or ODBC. For
more information, see the Supported Platforms document.

SAP BusinessObjects Data Services Metadata Integrator

Extracts information from an SAP BusinessObjects Data Services


repository that includes definitions of metadata objects such as source
tables and columns for ETL jobs, datastores and configurations, and flat
files.

SAP BusinessObjects Data Federator Metadata Integrator

Extracts information from an SAP BusinessObjects Data Federator


repository that includes definitions of metadata objects such as projects,
catalogs, datasources, and mapping rules.

Meta Integration Metadata Bridge


(MIMB) Metadata Integrator

Extracts the following metadata from other sources:


Data Modeling metadata such as Sybase Power Designer, Embar
cadero ER/Studio, and Oracle Designer
ETL metadata such as Oracle Warehouse Builder and Microsoft SQL
Server Integration Services (SSIS)
OLAP and BI metadata such as IBM DB2 Cube Views, Oracle OLAP,
and Cognos 8 BI Reporting
For more information, see http://www.metaintegration.net/Prod
ucts/MIMB/Documentation/.

Related Topics
Deployment scenarios
Installation Guide: "Deploying web applications with WDeploy"
Installation Guide: "Architecture overview"

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SAP BusinessObjects Information Steward Overview

2.4 System landscape


For a detailed description of the SAP BusinessObjects Information Steward system landscape and to
learn how its key components work together, see the Architecture chapter of the SAP BusinessObjects
Information Steward Administrator Guide.

2.5 Implementation resources


Before you begin planning for installation and configuration, consult the following documentation.
Installation
For information about

See

Deployment scenarios and installation scenario instructions SAP BusinessObjects Information Steward
Installation Guide
Installation scenario instructions and selecting components SAP BusinessObjects Business Intellirequired for the Data Insight module of Information Steward gence Platform Installation Guide
Selecting components required for the Data Insight module SAP BusinessObjects Data Services Instalof Information Steward
lation Guide
Configuration
For information about

See

Web application deployment

SAP BusinessObjects Information Steward


Installation Guide

Security configuration

SAP BusinessObjects Information Steward


Administrator Guide

Tuning and performance

SAP BusinessObjects Information Steward


Administrator Guide

Connectivity configuration for Metadata Integrators and SAP BusinessObjects Information Steward
Data Profiling
Administrator Guide

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Deployment Scenarios

Deployment Scenarios

This section provides the most common deployment scenarios for an implementation of SAP
BusinessObjects Information Steward.

Single-machine deployment
Multiple-server deployments
Upgrade install from SAP BusinessObjects Metadata Management XI 3.x

Note:
Every organization has unique requirements. These scenarios are only provided as a guideline for
planning your own implementation.

3.1 Single-machine deployment


The simplest deployment scenario is a full installation on a single machine. For detailed instructions,
see the Deployment scenarios section of the SAP BusinessObjects Information Steward Installation
Guide.

3.2 Multiple-server deployment


For more complex deployments of Information Steward, you can distribute the workload across multiple
servers. Your deployment might employ a unique combination of configuration strategies, but here are
a few common methods you might want to use:

Scaling Data Insight servers


Scaling for Metadata Management
Scaling for Cleansing Package Builder
Scaling servers for web application users
High availability

For more information about these deployment scenarios, see the Deployment scenarios section of the
SAP BusinessObjects Information Steward Installation Guide.

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Deployment Scenarios

3.3 Upgrade from SAP BusinessObjects Metadata Management XI 3.x


You can upgrade to SAP BusinessObjects Information Steward 4.0 from either of the following previous
releases:

BusinessObjects Metadata Management XI 3.1


BusinessObjects Metadata Management XI 3.0

For more information, see the SAP BusinessObjects Information Steward Upgrade Guide.

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Index
A

adaptive job server 12


adaptive processing server 12
architecture 16

Enterprise Metadata Integrator 14

file repository server 12

Branding 5
Business Intelligence platform
components
how Information Steward uses 12
Business Warehouse Metadata
Integrator 14

C
Central Management Console
See CMC 12
Central Management Server
See CMS 12
Cleansing Package Builder
overview 11
Cleansing Package Builder Service 14
CMC 12
CMS 12
Common Warehouse Model (CWM)
Metadata Integrator 14
components
Business Intelligence platform 12
components of Information Steward 14
constraints 9
CWM 14

D
Data Federator Metadata Integrator 14
Data Insight
overview 11
Data Services Metadata Integrator 14
deployment
multiple server 17
single-machine 17
deployment scenarios 17
document constraints 9
documentation 16
accessing 7
finding 7

19

guide constraints 9

metadata integrator (continued)


SAP NetWeaver Business
Warehouse Metadata Integrator
14
Metadata Management
overview 11
upgrading from 18
Metadata Relationship Service 14
Metadata Search Service 14
Metapedia
overview 11
MIMB 14
multiple-server deployment 17

I
implementation resources 16
Information Steward
choosing components 14
overview 11
product overview 5
Information Steward Cleansing
Package Builder Service 14
Information Steward Task Server 14
Information Steward Web Application
14

N
new features 11

O
overview 11

P
product names
current 5
former 5

landscape 16

R
M
Meta Integration Metadata Bridge
(MIMB) Metadata Integrator 14
metadata integrator
Common Warehouse Model
(CWM) Metadata Integrator 14
Meta Integration Metadata Bridge
(MIMB) Metadata Integrator 14
Relational Database (RDBMS)
Metadata Integrator 14
SAP BusinessObjects Data
Federator Metadata Integrator
14
SAP BusinessObjects Data
Services Metadata Integrator
14
SAP BusinessObjects Enterprise
Metadata Integrator 14

Relational Database (RDBMS)


Metadata Integrator 14
resources 16

S
SAP BusinessObjects Data Federator
Metadata Integrator 14
SAP BusinessObjects Data Services
Metadata Integrator 14
SAP BusinessObjects Enterprise
Metadata Integrator 14
SAP NetWeaver Business Warehouse
Metadata Integrator 14
server
adaptive job server 12
adaptive processing server 12
file repository server 12
Service
Metadata Relationship Service 14

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Index

Service (continued)
Metadata Search Service 14
single-machine deployment 17
system landscape 16

task server 14

web application 14

20

web application server 12


what's new 11

upgrading
from Metadata Management 18

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