IBM Information Governance Catalog (IGC) Partner Application Validation Quick Guide

Transcription

1 IBM Information Governance Catalog (IGC) Partner Application Validation Quick Guide VERSION: 1.6 DATE: Sept. 27, 2017 EDITOR: D. Rangarao

2 Table of Contents 1 Overview of the Application Validation Process Platform Specific Considerations IBM IGC Introduction Architecture IGC as a component of the InfoSphere Information Server suite of products IGC as a standalone configuration for governance Scope Resources for IBM IGC Validation People Platform Access Recommended tests Partner Information Company Information: (required) Contact Information (required) Partner Product Overview (required) Operating System(s) supported: (required) Product Description: (required) Application Status and Deployment Topology (optional) Support Model Clients Jointly Using our solution (optional) Joint Clients number (optional) Joint Clients detail (optional) Validation Test details (required) IBM IGC Features exercised in testing (required) Test results and interoperability issues or bugs discovered (required) Performance testing (optional) Minimum version number of your application required (required) Completed Document: /10/17 2

3 1 Overview of the Application Validation Process Ready for IBM Analytics is the IBM technical validation process to help partners enhance their technology value proposition with IBM products; achieve optimal interoperability; and help ensure client satisfaction. This Application Validation Guide contains essential information about accessing our technology and contains the testing results form that needs to be submitted to the IBM Analytics Team for review. Once approved, you will be able to download and use the Ready for IBM Analytics mark on collateral and be included in the Business Partner Application Showcase. We have some basic tests that we prescribe in section 3.3 below, this validates basic functionality. Application providers should execute additional tests that they currently use for unit/regression testing. We believe that you, the application providers, are the best judge of whether your application is functioning correctly. However, should you need technical assistance from our subject matter experts, we are here to work with you. We expect that in most cases you have done appropriate levels of testing, which are far more suitable for proving application readiness than those we might attempt to provide. We do look to verify and archive this document, when completed, as a record of the process used to achieve the verification that our products work together smoothly. Please be sure to return the form starting in Chapter 4 to IBM Analytics Team. 2 Platform Specific Considerations IBM IGC 2.1 Introduction IBM Information Governance Catalog (IGC) is a web based interface that provides capabilities to help integrate, understand and govern information. IGC provides a collaborative authoring environment that helps members of an enterprise create a central catalog of enterprise-specific terminology, including relationships to assets. Such a catalog is designed to help users understand business language and the business meaning of information assets such as databases, jobs, database tables and columns, and business intelligence reports. From within InfoSphere Information Governance Catalog, designated users can define terms, categories, information governance policies, and information governance rules. Users can gain 6/10/17 3

4 insight into common business terminology, descriptions of data, ownership of terms and metadata, and how terms relate to information assets. In addition, users can run a lineage report of an asset to indicate where information came from and how that information changed as it moved through data integration processes. Technical and Business metadata can be imported into IGC using one of the following options:- - Out-of-box(OOB) connectors (Ex: Connectors to RDBMs such as DB2, Oracle, Teradata...) - OOB adaptors (Ex: Adapters to Erwin modes, Cognos BI reports etc..) - Open IGC, a REST-based interface to import any technical metadata that does not have a OOB connector or adapter. 2.2 Architecture IBM IGC is available in the following configurations: - As a components of the IBM Information Server suite of products. As a standalone product for the enterprise. As Docker-based container with IGC Download and Go. 6/10/17 4

5 2.2.1 IGC as a component of the InfoSphere Information Server suite of products IBM InfoSphere Information Server is a data integration software platform that helps organizations derive more value from the complex, heterogeneous information spread across their systems. InfoSphere Information Server provides a single unified platform that enables companies to understand, cleanse, transform, and deliver trustworthy and context-rich information. IGC is one of the components in the InfoSphere Information Server suite of products, each component plays a different role in the overall Data Integration and Governance mission but they all share a centralized metadata repository so they can share metadata across the different functions IGC as a standalone configuration for governance While IGC is part of the InfoSphere Information suite of products, it can also be installed in a standalone fashion. The IGC architecture itself does not change if it is installed standalone or part of the Information Server suite and the core components of the architecture include: - 6/10/17 5

6 - Client tier - Services tier - Engine tier - Metadata repository tier Note: All of the above mentioned tiers can be installed on the same physical server but for performance and scalability reasons you would want to separate the tiers across multiple virtual/physical environments. For more detailed information on architecture and install instructions etc, please refer to IBM Information Server Information Center 2.3 Scope This guide is provided for partners who want to validate their application for the IBM IGC product, which is deployed as both an on premises server and in private cloud configurations. Note: Though we have different deployment models for IGC, we recommend using the docker based IGC Download & Go deployment model for the purpose of validation/testing as it is much easier to setup and also includes some sample dataset. 3 Resources for IBM IGC Validation 3.1 People IBM ROLE NAME PHONE Partner Offering Chetan Chaturvedi chetan.chaturvedi@uk.ibm.com Management lead: Analytics -team - Analytics Ecosystem Support Ecosystem Partner Lab John Skier jskier@us.ibm.com Platform Access IBM IGC Download & Go Trial Version IBM DSX Download & Go is a trial version of IGC based on version 11.5 FP2. Link: IBM IGC Download & Go Trial 6/10/17 6

7 3.3 Recommended tests Test Steps Expected Outcome If your software has an out-of-box connector/adapter for IGC, validate import of Technical Metadata If there is no outof-box bridge/connector for your software, please contact the Check to see if there is an outof-box connector/adapter/bridge for IGC in the link below List of Connectors/Bridges/Adapters for IGC Login to Download & Go IGC using credentials (User=isadmin, Password=isadmin). Click on Administration Home Click on InfoSphere Metadata Asset Manager (IMAM) link in the Related Administration Tasks section. Click on Import tab in the IBM InfoSphere Metadata Asset Manager interface. Click New Import Area.. button and create an import area for your software by providing :- o Import area name o Import area description o Selecting the appropriate bridge or connector o Populating the connection information for the bridge/connector. Follow instructions that come with the utility to import your technical assets. You should be able to see your technical assets and import them to IGC by following the IMAM wizard. Your technical assets will now be searchable and available in IGC. 6/10/17 7

8 IBM Ecosystem team to provide you with the utility and instructions on using Open IGC to import your technical assets Search and find your technical assets in IGC. Edit technical assets in IGC The IGC home page defaults to a search interface. Select the type of asset you want to search (Ex: Database Table, My custom application). Type in the asset name Press Search The IGC home page defaults to a search interface. Select the type of asset you want to search (Ex: Database Table, My custom application). Type in the asset name Press Search Select the asset you want to edit to open the details of the selected asset. Click on the next to the Information icon and select Edit to edit the asset. Make required changes and press Save to save changes. You should see a list of technical assets that match your search criteria. Clicking on individual items in the search results will open the details screen for the selected asset. Search for the asset and opening the details page should now show the edits. 4 Partner Information 4.1 Company Information: (required) Company Name Company Address Company Website 6/10/17 8

9 4.2 Contact Information (required) Please provide the name, title and contact information of all relevant in completion of this Validation: Name Role Address Phone 4.3 Partner Product Overview (required) Product Name: Product Version: Product GA Date: Notes: 4.4 Operating System(s) supported: (required) OS Distribution Version 4.5 Product Description: (required) Please provide a brief description of your application: 6/10/17 9

10 4.6 Application Status and Deployment Topology (optional) Please answer the following questions: Broadly speaking how long has your application been commercially available? Do you intend your application to be: (check all that apply) o available as a traditional on-premise offering o available for private cloud deployments? o available on cloud as a managed service 4.7 Support Model If an IBM customer opens a support issue that involves this product, what support channels exist that IBM can engage? Please provide all relevant channels of engagement, including a support portal, phone support, or support. Please include in this section any additional information that will help with client support, such as available on-line help systems for your application, relevant developer forums, etc. Please indicate if you are a member of TSAnet (YES / NO) 6/10/17 10

11 5 Clients Jointly Using our solution (optional) Do you have existing or pending clients using your solution with IBM IGC? Is there a time-critical component to completing this validation? If you are in this category please provide a description of the joint solution. If client anonymity is required, please use generic descriptions like an insurance company or a large bank. If you do not have any existing or prospective joint clients please skip this section. 5.1 Joint Clients number (optional) How many joint clients do you believe you have in production today? 5.2 Joint Clients detail (optional) Do you have joint clients who are reference clients for you? Please provide details and whether you would like to use them as evidence of your validation in lieu of new testing. 6/10/17 11

12 6 Validation Test details (required) Briefly describe the process used to verify interoperability of your product with IBM IGC. Please specify which configuration and version of IBM IGC you certified on: IBM IGC version OS: 6.1 IBM IGC Features exercised in testing (required) Please list the major IBM IGC features which were exercised in your testing. For instance, does your application push business metadata, technical metadata to IGC and/or do you push data lineage information to IGC. Are you using out-of-box connectors/adapters to interface with IGC or are you using the Open IGC framework. 6.2 Test results and interoperability issues or bugs discovered (required) Please describe the results of your testing, in particular, did you find any problems with the interoperation of IBM IGC and your application. Please describe and include PTR numbers if 6/10/17 12

13 they have been created for IBM to address defects in our products. (Attach any printouts or logs of test results to this form as needed) 6.3 Performance testing (optional) Did you benchmark performance of our products working together? Please characterize the performance. Is the performance of your application with IBM IGC faster, slower, or about the same as with other platforms you support? 6.4 Minimum version number of your application required (required) Is there a minimum version number of your product required to interoperate with IBM IGC? 7 Completed Document: Please send this completed form to the Analytics Ecosystem team at. Mail to: Submit Results 6/10/17 13