ER/Studio - Embarcadero Technologies Product Documentation

USING ER/STUDIO > DOCUMENTING DATA EXTRACTION, TRANSFORMATION, AND LOAD
Data Lineage Workflow
Data Lineage workflow generally goes as follows:
1 Defining Source Systems
2 Relating Source and Target Models
3 Relating Source and Target Tables and Columns
4 Creating and Editing Data Lineage Data Flows
5 Documenting Table/Entity Data ETL
6 Documenting Column/Attribute ETL
7 Share the data lineage with your colleagues through reports, SQL, XML, exported Metadata or through the
ER/Studio Enterprise Portal and ER/Studio Viewer.
Defining Source Systems
Data sources can originate from models in the active diagram (local models), from external sources imported into the
active diagram or from a data sources created on the Data Lineage tab. The source can be imported from *.dm1 files,
*.dt1 files, database or an SQL files, flat files, and other common application files. Potential sources from the open
diagram are found on the Data Lineage tab, which can be seen by expanding Data Sources > Local Models.
NOTE: Source data imported through the Data Lineage tab only includes information such as table and
column name, datatype, nillability, primary key, and column definitions. To obtain more details,
reverse engineer the database or import it into ER/Studio using the Metadata Wizard.
This section is comprised of the following topics:
• Creating a New Source
• Importing External Source into Other Sources
Creating a New Source
1 From the Data Lineage tab, expand the Data Sources node.
2 Right-click Other Sources and choose New Source.
3 Complete the Data Source Properties dialog as required and then click OK to exit the editor.
The new source will appear under the Other Sources node with one empty object node, which may be Tables or
Entities depending on the data source type defined. You can edit the new source model by expanding the Other
Sources node, and then the new source node. Then, right-click the source object and select Add Table/Entity to
launch the Table or Entity Editor.
The following describe options that require additional explanation:
General tab
• General Properties
• Name: The name you give it here will be displayed as a data source in the Other Sources node within the Data
Lineage tab.
• Type: Select the source type. This setting affects available options in the Connectivity group. For example,
select Relational for a DBMS such as MySQL.
EMBARCADERO TECHNOLOGIES > ER/STUDIO® 8.0.3 USER GUIDE 242