Metadata Integration and Erwin 7.

2
Exchanging metadata between ERwin and Microsoft Excel
Tom Bilcze Westfield Group

Introduction

Thanks to CA's partnership with Meta Integration Technology, ERwin 7.x offers new capabilities to import/export metadata from/to many tools. In this session, well walk through a useful process to export a data model into Excel; allow business users to edit descriptions; and import the new/revised descriptions back into the model using this metadata interchange facility of Erwin 7.x. This session is based on a hands-on lab at CA World 2007 led by Meta Integration Technology.
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Metadata Integration Process Overview

Export
Define metadata export source and destination Export from CA ERwin to Microsoft Excel

Edit
Edit data model artifacts in Microsoft Excel

Import

Define metadata import source and destination Import CA ERwin metadata from Microsoft Excel Complete compare to merge in changes
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Start Metadata Export Wizard

File > Export > To External Format

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Notes about the Metadata Import/Export Wizard

3 Tabs

Overview Source Our data model Target Microsoft Excel

This wizard is metadata rich maybe too rich As you click on a field, metadata is displayed in a pane on the bottom of the window. If this is the first time you are using the wizard, you will need to locate a variety of files.
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Metadata Export Wizard

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Defining the Source for Export

In our example, well take the default values. Be sure to read the metadata on the bottom pane.

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Slide 7

Notes on Defining the Export Target

Specify the location and file name for the Microsoft Excel spreadsheet you are creating. We need to specify other files for the wizard

Metadata Mapping File A MS Excel spreadsheet that maps data from the Meta Integration repository to the MS Excel spreadsheet Blank File Empty MS Excel spreadsheet with same structure of mapping file that is used to build the final spreadsheet.

There is no browse function to populate these fields. Use My Computer to copy the path and file name. Remaining fields can be left at default values.
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Where are the Metadata Mapping Files?

Metadata mapping files can be found in the C:\Program Files\CA\AllFusion ERwin Data Modeler r7\MetaIntegration folder Read your wizard metadata. It tells you the correct folder name. In our example C:\Program Files\CA\AllFusion ERwin Data Modeler r7\MetaIntegration\conf\MIRModelBridgeTemplate \MIRMicrosoftExcelExport
DataModel-Blank.xls DataModel-MetaMap.xls

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Slide 9

Defining the Target for Export

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Export to Microsoft Excel

Click on the Finish button to start the export. The Export to External Format Status Log is displayed. Check the log

In our example we had some informational messages. Last one showing a successful export.
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Notes on Editing in Microsoft Excel

Start Microsoft Excel and open the spreadsheet you created through the export. You will see three tabs:

Main Model Information Entities Entities/Tables, Attributes/Columns and related information including UDPs Data Types Datatypes from the data model

Majority of data model artifacts but not all artifacts are displayed. Remember that Microsoft Excel is not a data modeling tool.
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Additional Notes on Editing in Microsoft in Excel

Make your changes in the spreadsheet. You can hide and protect cells and share with others. Use caution when changing the format of the spreadsheet. Export/import uses macros and other Excel features.
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Start Metadata Import Wizard

File > Import > To External Format

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Notes About Metadata Import Wizard

Same interface as export wizard Did you remember where your MS Excel file is? You need to specify an import mapping file. Use metadata in the pane at the bottom of the window
In our example

C:\Program Files\CA\AllFusion ERwin Data Modeler r7\MetaIntegration\conf\MIRModelBridgeTemplate\MIR MicrosoftExcelImport

DataModel-MetaMap.xls

Use defaults for destination (data model)

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Metadata Import Wizard

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Notes about the Imported Data Model

It doesnt look like your exported data model Why? Because Microsoft Excel is not a data modeling tool! However, it does contain updated data model artifacts. So How do you get this information into your original data model?

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Data Model Imported from Microsoft Excel

Data model after laying out the data model Format > Preferences > Layout Entire Diagram

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Merge Changes using Complete Compare

Use the Complete Compare wizard to import changed artifacts Filter on properties you changed in Type Selection tab. Verify and accept changes. You are done!

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Slide 19

Summary

This feature is built into Erwin 7.x Todays exercise was a simple demo of the features It can be used for numerous other tools. Refer to the Import/Export Wizard. You can build your own custom mapping files. Metadata in the Import/Export Wizard is extensive. Documentation is available on CA Support Connect.
CA ERwin Data Modeler Implementation Guide (Chapter 5)
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