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MDM V85 VM Demo Guid

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					   IBM Master Data Management V8.5
  Demo VM Image Installation and Usage
                Guide




IBM Confidential   1       IBM Internal Use Only
                       Document Control Information

Document Information
Category                   MDM Server
Document Name              MDM Server 8.0.1 VM Demo Guide
Location
Version                    1
Create Date                February 13, 2009
Created by                 Helen Lu
Status

Revision History
Date                Description                             Version   Author
February 13, 2009   Initial document                        1         Helen Lu




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                                            Table of Content
Table of Content ........................................................................................................ 2
Release Note.............................................................................................................. 3
Chapter 1 Demo VM Image Information .................................................................. 4
  Hardware Requirement ......................................................................................... 4
  Software List .......................................................................................................... 4
Chapter 2 Linux Server Admin User Information ................................................... 5
Chapter 3 Install MDM Server VM Image ................................................................. 6
Chapter 4 Install XML Test Tool on Host Windows Machine................................. 9
    4.1    To Generat XML Test Case ..................................................................... 9
Chapter 5 Demo Guide ........................................................................................... 10
    5.1    To start MDM Server and EAS .............................................................. 10
    5.2    To Start MDM Info Center ..................................................................... 13
    5.3    The Browser Based User Interface ...................................................... 13
    5.4    UI Navigation ......................................................................................... 13
    5.5    To run Batch Processor........................................................................ 14
    5.6    To start and watch notification message ............................................ 15
    5.7    Product and Account Domain: Bundled Account Demo ................... 16
  5.8    Hierarchy View UI ..................................................................................... 18
  5.9    Dun & Bradstreet Integration Demo ........................................................ 20
Chapter 6 IIS Integration (QualityStage) Demo..................................................... 23
Chapter 7 How To Restore Data............................................................................. 24
Chapter 8 Fixes for Known Issues......................................................................... 25




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Release Note
      This is the GA version of MDM Server V8.5 and January release of MDM Server Rapid
      Deployment component.

      Changes from last demo version are noted with either yellow highlight, or blue font.

      Two snapshots are provided:
      WebSphere Global “Security On”;
      WebSphere Global “Security Off”.

      Select one of the snapshots before starting the image. Current state is Security On. Note:
      You should always demo with the Global Security ON version, work with the Global
      Security OFF snapshot only when it is necessary, for example an external application
      that connects to MDM Server without applying security credentials.

      Currently, Triggers and Foreign Keys are dropped for these snapshots. If you need to
      demonstrate TAIL functionality, you would need to install the compound triggers.

      EAS admin user id is now ws6admin. Please refer to Chapter 2 for more detail.


      New features:
      1. MDM Server Start up scripts (startQBrLis.sh and startWASAll.sh) merged into one
         singed script: startWASAll.sh. Same for stop MDM Server script.
      2. MDM Server RD Maintain servers
      3. MDM Server RD SIF parser
      4. MDM Server RD UI Matching Rule Screens




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Chapter 1 Demo VM Image Information
      Hardware Requirement
             ThinkPad T60 +
             Minimum 2G RAM
             20 G free storage space.


      Software List

             a.    OS: RHEL 5
             b.    WAS 6.1.0.17
             c.    DB2 9.1.0.5
             d.    MQ 6.0.2.4
             e.    MDM Server V8.5
             f.    Entity Analytics Solutions 4.2
             g.    Tivoli LDAP V6.1
             h.    VMWare workstation V6 or latest VMWare player (free download)

      Due to resource constraint issue, Information Server (QualityStage, DataStage) is not
      installed on the Linux image.




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Chapter 2 Linux Server Admin User Information

      All user id and password are in lower case.

         User ID        Password                            Description
        ws6admin      user4mdm           The MDM server user
        ws6admin      user4mdm           The MDM server and EAS DB schema owner, use
                                         this user id to connect to the MDM DB (DB name
                                         is MDM85)
        ws6admin      user4mdm           The EAS server admin user. Use this user to
                                         connect to EAS DB (DB name is EAS42)
        root          user4mdm           Root user, required for network set up
        cusadmin      cusadmin           User id for WebSphere secured admin console




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Chapter 3 Install MDM Server VM Image
      Down load VM files from ftp site congsa.ibm.com, under:

      /congsa-p1/01/mdmdemo/MDM85LinuxVM/

      user id: wccdemo
      password: user8mdm




      GSA Password changes every 3 months; email to helenlu@ca.ibm.com for new
      password if password has been changed.

      Run VMImage85.part01.exe to extract all image files into your local folder. Follow the
      steps below to configure the VM Image.

      1. Open file “MDM85DemoVM.vmx”
      2. Before stating the VM make sure the Ethernet is set to “NAT”. (Do not use bridge as
      it may result in conflicting host name)




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      3. By default, Memory is set to around 2300 MB. You can change it by double click on
      the “Memory” and change to desired size on the popup screen
      4. By default, Ethernet configuration is set to “NAT”. If it’s not set to NAT, double
      click on the Ethernet and select “NAT” on the popup screen
      5. Select one of the snapshots (Security On)




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      6. Start the image with the selected snapshot
      7. Log on as ws6admin, password “user4mdm”
      8. Configure network. Refer to the embedded “How To Configure Network.doc”
      for detail. (If you’re viewing a printed version of this document, you’ll need to open it in
      MS word to be able to see the embedded doc)




      9. Create a snapshot as your baseline VM image




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Chapter 4 Install XML Test Tool on Host Windows Machine
If you have xml test tool for MDM Demo VM 8.0.1, skip this step, use your existing XML Test
Tool. Note that you have to change the port number to 2811.

       1. Download (copy) XmlTestTool.zip and WAS61.zip to your local drive
       2. ftp congas.ibm.com
       3. userid/password: wccdemo/xxxx
       4. folder: /congsa-p1/01/mdmdemo/MDM801LinuxVM/
       5. Unzip the file
       6. Edit windows host file (under C:\Windows\system32\driver\etc directory) to add
          the following line:
          “<VM machineIP addr> mdmdemo.torolab.ibm.com                      mdmdemo”
          (eg: 192.168.20.128         mdmdemo.torolab.ibm.com               mdmdemo)
          Note that if the ip address changes, you’ll need to change it in the host file before
          running the xml test tool.
       7. Make sure WAS61 and XmlTestTool directories are at the same level.
       8. Modify xmltesttool.properties file to point to the correct machine name
          (mdmdemo.torolab.ibm.com or IP address) and test xml file location.
       9. Run “SubmitServices.bat” to invoke MDM services.

       New Port: you can still use the previous version of XmlTestTool, however, the port
       number has been changed from 2813 to 2811.

       4.1     To Generat XML Test Case

To run xml test tool, test cases are required. All xml files under ..\XmlTestTool\xml have test
cases generated, if you copied XmlTestTool into root C:\ directory, you don’t need to
regenerate it. However, if XmlTestTool is in a different directory other than C:\, or if you use a
new xml file name or create a new directory, you’ll need to generate xml test case. To generate
xml test case, follow the steps below:

   1. Go to ../XmlTestTool/properties folder
   2. Edit XmlTestGenerator.properties, change entry Directory to point to where the XML
      file resides. For example if you create a new directory called workshop, the entry should
      be: Directory= Directory=C:/XmlTestTool/xml/workshop/
   3. Save XmlTestGenerator.properties file
   4. On dos command window, go to ..\XmlTestTool\bin
   5. Run XmlTestGenerator.bat. This should create new test case under the sub directory
      testCases
   6. Now you can change the XmlTestTool.properties to run you test case.




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Chapter 5 Demo Guide
      This demo VM image contains a complete MDM Server installation, which includes the
      core application, event manager, batch processor, notification, Admin UI, DS UI; plus
      foundation MDM UI.

      Demo Tip: Always warm up UI before the demo. However, if UI is left on without any
      activity for a while, you should start a new browser to avoid any possible caching issue.

      Note that this image is configured with the following features turned on:
      1. Duplicate Suspect Process
      2. EAS Integration

      WAS home directory: /opt/IBM/WebSphere/AppServer
      MDM home directory: /opt/IBM/MDMServer
      EAS home directory: /opt/IBM/EAS42


      5.1    To start MDM Server and EAS

         1. Log on to the machine using user id as ws6admin, password user4mdm.
         2. Click on the “Terminal” icon on the top. This should open a command window
         with: [ws6admin@mdmdemo ~]
         3. Note that start up scripts have been merged, only one script to start all necessary
         software for MDM Server.
         4. Type: ./startWASAll.sh
         You should see a screen similar to picture below:




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         Note: if server can’t be started (if startWASAll.sh process hangs), check the
         network configuration and make sure the IP address in the Host is correct (same
         address as displayed by ifconfig command). Change the IP address in the network
         configuration Host tab if they’re different (see chapter 4, step 16).

         5. Reminder (don’t do this now!): Before you shutdown the machine, run
         “stopWASAll.sh under /home/ws6admin

         6. To demo Alert sent by EAS, open a new terminal window. Note that EAS is now
         running under ws6admin user.
         Type:
         ./startEASPipeline.sh




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         It takes around 10 seconds to start up EAS pipeline.

         5. Open a new terminal window and run (as ws6admin):
         ./startEasQ.sh




         Keep both terminal windows open during the demo to see EAS integration message.




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      5.2    To Start MDM Info Center

             MDM V8 provides standalone information center, which can be invoked from
             the “Help” button on Data Stewardship UI. To start the info center, open a new
             terminal window:

             cd /opt/IBM/MDMServer/Infocentre/MDMserver_IC/ibm_help/
             ./start_infocenter_standalone.sh

             Close this window will shutdown the info center.


      5.3    The Browser Based User Interface

             Bookmark the following URL on your host IE:

             1. Integrated MDM UI URL:
                http:// <vmipaddress>:9081/CustomerDataIntegrationWeb

                   The Integrated MDM UI is a role based UI; based on user role, different
                   components will be available for the user. This requires WAS global
                   security on.
                   Four users have been set up:
                      1. cusadmin – power user
                      2. datasteward – data steward user
                      3. customer – customer service rep
                      4. sysadmin – system admin user
                   These users (and the groups they belong to) are managed by LDAP server.

                   Integrated MDM UI contains 5 components:
                   DSUI, Party Maintenance (previously named Eco-System UI), Admin,
                   Rules and Reporting.

             2. Data Stewardship UI URL:
                if you only want to show DSUI, use this URL to invoke it:
                http://<vmipaddress>:9081/CustomerDataStewardshipWeb/faces/index.jsp




      5.4    UI Navigation



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             Refer to “MDM and ELMDM UI Guide.ppt” for navigation instructions for
             Entry Level MDM role based UI and new features from MDM Server V8.5 UI.
             (Again you need to open this doc in MS Word to see the embedded document)




             The Party Maintenance UI interacts with MDM Server by calling MDM web
             services.

             In this version – hierarchy has been added into Party Maintenance UI. You can
             now navigate from a party’s 360 view to the hierarchy in which the party is part
             of the hierarchy tree. See section 5.8 for demo detail.



      5.5    To run Batch Processor

             1. Assume MDM Server has been started. On Linux command window type:

                   cd /opt/IBM/MDMServer/BatchProcessor/

             This brings you to MDM Server BatchProcessor home directory.




             2. To reduce manual change on the properties file for different batch runs, three
                shell scripts have been created:
                enableMDMBatch.sh – run this script if you intend to demo the out of the
                box MDM batch xml file (e.g. run addPerson.txt batch file).
                enableDnBBatch.sh – run this script if you intend to demo the D&B input
                batch file
                enableMDMSIF.sh – run this script if you intend to demo / load SIF data file
                (SIF format defined by MDM RD)
             3. In the input sub directory, there’s a test file called “addPerson.txt”. Use this
                file to demo MDM out of the box XML batch run. Run the following



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                   command under the BatchProcessor home directory:

                      ./bin/runbatch.sh ./input/addPerson.txt ./output




             Replace the input file name (addPerson.txt) with your desired batch file name.
             Sample SIF data file is under ../input/SIF folder


            5.6       To start and watch notification message

            Notification home directory is /opt/IBM/MDMServer/Notification

            1. Open up another terminal by clicking on the terminal icon on the tool bar
            2. Type: cd /opt/IBM/MDMServer/Notification
            3. Type: ./MessageLogger.sh and leave this window open.




            4. The notification message is also logged to the messages.log file on the same
               directory. This message.log file is empty if MDM has not sent out any


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               notification.
            5. To view the message in real time, open another terminal window,
             Type: cd /opt/IBM/MDMServer/Notification
               Then type: tail –f messagse.log




      5.7    Product and Account Domain: Bundled Account Demo
             MDM Server introduced product and account domain, however the user
             interface does not reflect the new additions. This demo is created to demonstrate
             the new domains within current user interface limitations.

             Demo Scenario:
             A bundled value account consists of two base accounts: a checking account and
             a savings account. The value account has terms and conditions attached to it: if
             any of the base account is terminated, the value account agreement is broken.
             MDM server will send out notification message notify account systems of such
             agreement violation.
             The VM image is set up with 2 persons that signed with a bundled value account:
             Dave Maid and Daniel Clarke.

             Demo step 1: Search person with Dave Maid will bring you to the 360 view of
             the person, you’ll see 3 contracts on the 360 view screen:




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             Demo step 2:
             Go to Notification home directory, run MessageLogger.sh and tail on
             messages.log file (see Notification section for detail).
             Demo step 3:
             Run updateContract1.xml from Xml Test Tool. The update contract ends one of
             the base contracts, so that the terms and conditions is broken, which then
             triggers the notification.




             Demo tip: change the component (product type name on CDPRODTP table)



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             name for your audience, for example, for telco client, change Checking Account
             to Land Line and Savings Account to Wireless Account.




      5.8    Hierarchy View UI
             You can view the new “folder” tree view of organization hierarchy via Party
             Maintenance screen without searching hierarchy. Pepsico hierarchy test case has
             been constructed for this demonstration purpose. Note that D&B hierarchy is
             NOT supported by this UI.

             1. Test cases are under XmlTestTool\xml\Pepsico. Data is in the Security ON
             snapshot


             2. On Party maintenance UI, search organization name:




             4. Select Pepsico Inc. from the search result list:




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             5. Navigate to the 360 view




             6. Click on the hierarchy button        on the Hierarchy box
             7. This will open up the hierarchy tree view screen:




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      5.9    Dun & Bradstreet Integration Demo
             The VM image contains the base data setup for running the DnB demo.

             A PowerPoint presentation has been created for the purpose of the demo:
             “MDM Integration with Dun & Bradstreet.ppt” (see embedded zip file – open
             doc in MS Word).



                   WCC Integration with Dun & Bradstreet.zip




             Demo steps:
             1.  Explain MDM and DnB integration with the presentation material.
             2.  Run DSUI, click on the “Hierarchy” menu and search by organization
                 name “widgets%” or “w%”.




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        3. There should have 2 records returned: Widgets Corp and Widgets Domestic
       Ultimate Parent.




         4. Click on Widgets Corp link to navigate to Hierarchy screen.




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         5. As you can see there is no hierarchy exists for Widgets Corp at this time. In the
            following steps, you will run MDM Batch Processor to import D&B enrichment
            data for Widgets Corp that will create D&B hierarchy for Widgets Corp.
         6. Switch to Linux server command window. Type:

             cd /opt/IBM/MDM8/MDMServer/BatchProcessor

            This brings you to MDM BatchProcessor home directory.
         7. Run enableDnBBatch.sh to use DnB parser for the batch run.
         8. In the input sub directory, there’s a file called
            “enrichOrgWithDnBDataABCD7032000.txt”, run the following command
            under ../BatchProcessor directory:

             ./bin/runbatch.sh ./input/enrichOrgWithDnBDataABCD7032000.txt ./output

         9. You should see screen output for 2 successful records
         10. Switch to the DSUI screen. Repeat step 2, 3, 4. This time you should see
             Widgets Corp has the hierarchy created. Select the hierarchy link, 3 levels of
             Widgets Corp hierarchy will be displayed. Click on the “Full View” button to
             view the full DYB hierarchy for Widgets Corp.

         Demo Tip: Make sure run enableMDMBatch.sh after DnB demo so that you can
         demo MDM regular XML batch.




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Chapter 6 IIS Integration (QualityStage) Demo
      An instance of Information Server runs in the Toronto lab, the QualityStage name and
      address standardization job and probabilistic matching jobs have been deployed on this
      server. If you have access to internet and IBM intranet, you can use this server to demo
      the integration between MDM server and Information Server.
      To configure MDM – IIS integration:

      Before starting WAS, run “enableIIS.sh” under /home/ws6admin directory
      This is all required to enable integration between MDM and IIS server.




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Chapter 7 How To Restore Data
      There are two options to restore the baseline data after demo:
      1. Take a snapshot after the initial VM image set up and restore the snapshot after each
         demo.
      2. Take a DB backup.

      To clean up party records in EAS42, run Trunc42.sql under /home/ws6admin/scripts/.
      To clean up records in MDM DB, run PurgeMDMDB.sql under /home/ws6admin.




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Chapter 8 Fixes for Known Issues




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