International DAMA International

The DAMA-DMBOK Guide:

A Concise Overview

Mark Mosley Development Editor, DAMA

DAMA-DMBOK,
DMBOK,
Principal Consultant, EWSolutions
Deborah Henderson Project Sponsor, DAMA-DMBOK,
DAMA I VP Education & Research
DAMA–I
 Speakers
Mark Mosley
mmosley@ewsolutions com
mmosley@ewsolutions.com
• Principal Consultant, EWSolutions,
Chicago, IL
• Development Editor,
The DAMA-DMBOK Guide
• Editor, The DAMA Dictionary of
Editor
Data Management
• Author, DAMA-DMBOK Framework
white
h paper
• Certified Data Management
Professional ((CDMP))
Deborah Henderson
deborah henderson@inergi com
deborah.henderson@inergi.com
• Data Architect, Cap Gemini / Inergi,
Toronto, ON
• Sponsor of the DAMA-DMBOK Project
• DAMA-I VP of Education and Research
• President, DAMA Foundation
• Contributing author, The DAMA-
DMBOK Guide
• Contributor to the Data & Information
Quality and Data Management
ICCP/DAMA CDMP exams
2
 Agenda

Introduction

DAMA-DMBOK Concepts

Chapter
p byy Chapter
p Overview

A k
Acknowledgments
l d t

3
 The DAMA-DMBOK Guide
The DAMA Guide to the Data Management Body of Knowledge
(DAMA-DMBOK
(DAMA DMBOK Guide)
Published by DAMA International and Technics Publications
430 pages – in CD
CD-ROM
ROM format
Available NOW for purchase
p
At Enterprise Data World
On amazon.com
At technicspub.com
Packaged with the DAMA Dictionary of Data Management CD
Written and edited by DAMA members
An integrated primer – a “definitive introduction”
Modeled after other BOK documents (PMBOK, BABOK, SWEBOK, …)

4
 The DAMA-DMBOK Guide
Background
A DAMA International project, sponsored by the DAMA Foundation
and the Education & Research Committee
4 years to publish the First Edition
Over 120 contributors
This is the baseline – updates are planned

Related Materials
The DAMA-DMBOK Framework white paper is available for free download
at dama.org
dama org -- in English
English, Chinese and Spanish – 4000 downloads to date
The DAMA Dictionary of Data Management is published on CD
and available on amazon.com – 800 terms defined

5
 The DAMA-DMBOK Guide
Goals
To foster adoption of a consensus view of data management
To provide standard definitions for data management terminology
To begin to identify “guiding principles”
guiding principles
To introduce widely adopted practices, methods and techniques,
without reference to products and vendors
To identify common organizational and cultural issues
To guide readers to additional resources

Audiences
IT professionals
IT and business executives
Business data stewards
Academic educators and researchers

6
 The DAMA-DMBOK Guide
Uses
1. Inform all audiences about data management
2. Build a common baseline understanding of
data management concepts and practices
3. Help all participants understand their responsibilities
4. g
Point to additional sources of knowledge
5. Assist organizations develop their data strategy
6. Provide the basis for assessment and gap analysis
7. Guide implementation and process improvement
8. Help data management professionals prepare for
C tifi d Data
Certified D t Management
M t Professional
P f i l (CDMP) exams
9. Guide development of higher education curriculum
10 Suggest academic research topics
10.

7
 Agenda

Introduction

DAMA-DMBOK Concepts

Chapter
p byy Chapter
p Overview

A k
Acknowledgments
l d t

8
 The DAMA-DMBOK Framework

Version 3
Data
D t

Data
Architecture
Management 10 Functions
Data
Quality
100+ Activities
Development
Management
g

Planning Activities
Database
Meta -data Operations Control Activities
Management Management
Data Development Activities
Governance
Operations Activities
Data
Document &
Security
Content
Management
Management

Data
Warehousing Reference &
& Business Master Data
Intelligence Management
Management

© DAMA International 2008 9

 The DAMA-DMBOK Framework
Version 3
Data Management Functions Environmental Elements

Data
Architecture Organization &
Data Management Culture
Data
Quality
Development
Management

T h l
Technology Activities
Database
Meta data
Operations
Management
Management
Data Goals &
Governance
Principles
Document Data
& Content Security
Management Practices & Deliverables
Management
Techniques
Data
Warehousing Reference &
& Business Master Data Roles &
Intelligence Management Responsibilities
Management

© DAMA International 2008 10

 The DAMA-DMBOK Guide
13 Chapters

Standard chapter format

Introduction
Concepts and Activities
Summary
Recommended Reading

Recurring Themes
Data Stewardship
Data Quality
Data Integration
Enterprise Perspective (EIM)

11
 Recurring Roles
Data Management Professionals Data Stewards
Data Architect Business Data Stewards
• Enterprise Data Architect Executive Data Stewards
• Data Warehouse Architect
Coordinating Data Stewards
• Data Integration Architect
• Business Intelligence Architect Management
Data Analyst / Data Modeler Chief Information Officer
Data Quality Analyst Data Management Executive
Data Stewardship Facilitator
Data Management Services
Meta-data Specialist
Data Model Administrator Data Governance Organizations
Database Administrator Data Governance Council
Data Security Administrator Program Steering Committees
Data Stewardship Teams
Data Integration
g Specialist
p
Data Governance Office
Business Intelligence Specialist
Analytics / Report Developer External Organizations
Oth IT Professionals
Other P f i l

12
 Context Diagrams
Data Management
Definition: The planning, execution and oversight of policies, practices and projects that
acquire, control, protect, deliver and enhance the value of data and information assets.

Goals:
1. To understand the information needs of the enterprise.
2. To capture, store and protect data assets.
3. To continually improve the quality of data and information.
4. To pprevent all inappropriate
pp p access and use of data and information.
5. To maximize effective use and value of data and information assets.

Functions:
1. Data Governance
Suppliers: Inputs: 2. Data Architecture Management Outputs: Consumers:
• Executives ƒ Business Strategy 3. Data Development • Data Strategy • Clerical Workers
• Data Creators ƒ Business Activity 4. Database Operations Management • Data Architecture • Knowledge Workers
• External Sources ƒ IT Activity 5. Data Security Management • Data Services • Managers
• Regulatory Bodies ƒ Data Issues 6. Reference & Master Data Management • Databases • Executives
7. Data Warehousing & BI Management • Data • Customers
8 Document & Content Management
8. • Information
9. Meta-data Management • Knowledge
10.Data Quality Management • Wisdom

Participants: Tools: Metrics

• Data
D t CCreators
t • Data
D t Modeling
M d li Tools
T l • Data
D t VValue
l M Metrics
t i
• Information Consumers • Database Management Systems • Data Quality Metrics
• Data Stewards • Data Integration & Quality Tools • DM Program Metrics
• Data Professionals • Business Intelligence Tools
• Executives • Document Management Tools
• Meta Data Repository Tools

10/31/2008 Copyright DAMA International 2009 13

 Agenda

Introduction

DAMA-DMBOK Concepts

Chapter-by-Chapter
p y p Overview

A k
Acknowledgments
l d t

14
 1. Data Governance
The exercise of authority and control (planning, monitoring, and enforcement)
over the management of data assets. Data Governance is high-level planning
and control over data management.
1. Data Management Planning 2. Data Management Control
1 Understand Strategic Enterprise Data
1. 1 Supervise Data Professional
1.
Needs Organizations and Staff
2. Develop and Maintain the Data Strategy 2. Coordinate Data Governance
3. Establish Data Professional Roles and Activities
Organizations 3. Manage and Resolve Data Related
4. Identify and Appoint Data Stewards Issues
5. Establish Data Governance and 4. Monitor and Ensure Regulatory
St
Stewardship
d hi Organizations
O i ti Compliance
6. Develop and Approve Data Policies, 5. Monitor and Enforce Conformance
Standards, and Procedures with Data Policies, Standards and
7 Review and Approve Data Architecture
7. Architecture
8. Plan and Sponsor Data Management 6. Oversee Data Management Projects
Projects and Services and Services
9. Estimate Data Asset Value and 7. Communicate and Promote the Value
Associated Costs off D
Data
t AAssets
t

15
 2. Data Architecture Management
Defining the data needs of the enterprise, and designing the master blueprints to meet
those needs. This function includes the development and maintenance of enterprise
data architecture and its connections with other forms of enterprise architecture.

1. Understand Enterprise
p Information Needs
2. Develop and Maintain the Enterprise Data Model
3. Analyze and Align With Other Business Models
4. Define and Maintain the Database Architecture (same as 4.2.2)
5. Define and Maintain the Data Integration Architecture (same as 6.3)
6. Define and Maintain the DW / BI Architecture (same as 7.2)
7. Define and Maintain Enterprise Taxonomies and Namespaces (same as 8.2.1)
8. Define and Maintain the Meta-data Architecture (same as 9.2)

16
 2. Data Architecture Management

The Zachman Enterprise Framework2 TM

(Licensed for use by DAMA International in the DAMA-DMBOK Guide)
17
 3. Data Development
Designing, implementing, and maintaining solutions to meet data needs; the data-focused activities
within the system development lifecycle (SDLC), including data modeling, requirements analysis,
and design, implementation, and maintenance of databases and other data solution components.

1. Data Modeling, Analysis and Solution Design

1. Analyze Information Requirements
2. Develop and Maintain Conceptual Data Models
3. Develop and Maintain Logical Data Models 4. Data Implementation
4. Develop and Maintain Physical Data Models 1. Implement Development / Test
Database Changes
2. Create and Maintain Test Data
2. Detailed Data Design
3. Migrate and Convert Data
1. Design Physical Databases
4. Build and Test Information Products
2. Design Information Products
5. ld and
Build d Test Data Access Services
S
3. Design Data Access Services
6. Validate Information Requirements
4. Design Data Integration Services
7. Prepare for Data Deployment

3. Data Model and Design Quality Management

1. Develop Data Modeling and Design Standards
2. Review Data Model and Database Design Quality
3
3. Manage Data Model Versioning and Integration

18
 4. Database Operations Management
Planning, control, and support for structured data assets across the data lifecycle,
from creation and acquisition through archival and purge.

1. Database Support 2. Data Technology Management

1. Implement and Control Database
E i
Environmentst
2. Acquire Externally Sourced Data
3. Plan for Data Recovery
4 Backup and Recover Data
4.
5. Set Database Performance Service Levels
6. Monitor and Tune Database Performance
7 Plan for Data Retention
7.
8. Archive, Retain, and Purge Data
9. Support Specialized Databases
1. Understand Data Technology
Requirements
2. Define the Data Technology
Architecture (same as 2.4)
3 Evaluate
3. E al ate Data Technology
Technolog
4. Install and Administer Data Technology
5. Inventory and Track Data Technology
Licenses
6. Support Data Technology Usage and
Issues

19
 5. Data Security Management
Planning, development, and execution of security policies and procedures to provide
proper authentication, authorization, access, and auditing of data and information.

1. Understand Data Security Needs and Regulatory Requirements

2
2. Define Data Security Policy
3. Define Data Security Standards
4. Define Data Sec
Security
it Cont
Controls
ols and P
Procedures
oced es
5. Manage Users, Passwords, and Group Membership
6. M
Manage Data
D t AAccess Views
Vi and
d Permissions
P i i
7. Monitor User Authentication and Access Behavior
8. Cl if Information
Classify I f ti Confidentiality
C fid ti lit
9. Audit Data Security

20
 6. Reference and Master Data Management
Planning, implementation, and control activities to ensure
consistency with a “golden version” of contextual data values.

1. Understand Reference and Master Data Integration Needs

2. Identifyy Master and Reference Data Sources and Contributors
3. Define and Maintain the Data Integration Architecture (same as 2.5)
4. Implement
p Reference and Master Data Management
g Solutions
5. Define and Maintain Match Rules
6.
6 Establish
stab s “Golden”
Go de Records
eco ds
7. Define and Maintain Hierarchies and Affiliations
8. Plan and Implement Integration of New Data Sources
9. Replicate and Distribute Reference and Master Data
10. Manage Changes to Reference and Master Data

21
 7. DW / BI Management
Planning, implementation, and control processes to provide decision support data
and support for knowledge workers engaged in reporting, query and analysis.

1. Understand Business Intelligence Information Needs

2. Define and Maintain the DW / BI Architecture (same as 2.6)
3. Implement Data Warehouses and Data Marts
4. Implement BI Tools and User Interfaces
5. Process Data for Business Intelligence
6. Monitor and Tune Data Warehousing Processes
7. Monitor and Tune BI Activity and Performance

22
 8. Document and Content Management

Planning, development, operational and control activities to store, protect, and

access data found in less structured formats within electronic files and physical
records
d (i
(including
l di text, graphics,
hi iimages, audio,
di andd video).
id )

1. Documents / Records Management

1. Plan for Managing Documents / Records
2. Implement Documents / Records Management Systems for
Acquisition, Storage, Access, and Security Controls
3. Backup and Recover Documents / Records
4. Retain and Dispose of Documents / Records
5. Audit Documents / Records Management

2. Content Management
1.
1 Define
D fi anddMMaintain
i t i Enterprise
E t i Taxonomies
T i (same
( as 2.7)
2 7)
2. Document / Index Information Content Meta-data
3. Provide Content Access and Retrieval
4. Govern for Quality Content

23
 9. Meta-data Management

Planning, implementation, and control activities to enable easy access

to high quality, integrated meta-data.

1. Understand Meta-data Requirements

2
2. Define the Meta-data
Meta data Architecture (same as 2
2.8)
8)
3. Develop and Maintain Meta-data Standards
4
4. Implement a Managed Meta-data Environment
5. Create and Maintain Meta-data
6
6. Integrate Meta-data
7. Manage Meta-data Repositories
8
8. Distribute and Deliver Meta
Meta-data
data
9. Query, Report, and Analyze Meta-data

24
 10. Data Quality Management

Planning, implementation and control activities that apply quality management

techniques to measure, assess, improve, and ensure the fitness of data for use.

1. Develop and Promote Data Quality Awareness

2. Define Data Q Qualityy Requirement
q
3. Profile, Analyze, and Assess Data Quality
4. Define Data Quality Metrics
5
5. D fi D
Define Data
t QQuality
lit Business
B i Rules
R l
6. Test and Validate Data Quality Requirements
7. Set a
andd Evaluate
a ua Data a a Quality
Qua y Service Levels
8. Continuously Measure and Monitor Data Quality
9. Manage Data Quality Issues
10. Clean
l andd Correct Data Quality
l Defects
f
11. Design and Implement Operational DQM Procedures
12. Monitor Operational DQM Procedures and Performance

25
 The Rest

Forward by John Zachman

Preface by Deborah Henderson and John Schley
Chapter 1 – Introduction (Concepts)
Chapter 2 – Overview (Activities, Roles)
Chapter 13 – Professional Development
DAMA Membership
CDMP Certification
C tifi ti
Professional Ethics

Afterword by Michael Brackett

Appendices

26
 Agenda

Introduction

DAMA-DMBOK Concepts

Chapter-by-Chapter
p y p Overview

A k
Acknowledgments
l d t

27
 Primary Contributors
Larry Burns (Puget Sound)
Data Development, Data Operations Mgmt.
Pat Cupolil (Philadelphia)
( hl d l h )
Document and Content Management, Professional Development
Mahesh Haryu (New York)
Data Security Management
Deborah Henderson (Toronto)
Meta-data Management, Professional Development
Steve Hoberman (New Jersey)
Data Development
Michael Jennings (Chicago)
Meta-data Management
Wa ne Little (Portland)
Wayne (Po tland)
Data Warehousing and Business Intelligence Management
David Loshin (New York)
Data Quality Management
Mark Mosley (Chicago)
Introduction, Overview, Data Governance, Data Architecture Management, Professional
Development
M h t Orun
Mehmet O (San
(S Francisco)
F i )
Reference and Master Data Management

28
 Reviewers and Additional Contributors

Michael Brackett David Hay Erik Nielsen

Larry Burns Deborah Henderson Catherine Nolan
Kris Catton Bill Hoke Annette Pence
John Cheffy Steve Hoberman Terence Pfaff
Deborah Coleman Rich Howery Michelle Poolet
Mike Connor Ben Hu Ghada Richani
Charmane Corcoran Chris Jones John Schley
Patricia Cupoli David Jones Anne Marie Smith
Neena Dakua Gary Knoble Eva Smith
Satyajeet Dhumme Gil Laware Loretta Mahon Smith
Susan Earley Jeff Lawyer Stan Taylor
Cynthia Edge Wayne Little Glenn Thomas
Gordon Everett Stan Locke Gwen Thomas
Gary Flaye Shahidul Mannan Jim Viveralli
Marty Frappolli Pete Marotta Jim White
Alex Friedgan Danette McGilvray Gwen Yung
Dagna Gaythorpe Ray McGlew John Zachman
Wafa Handley Jim McQuade
Mahesh Haryu

29
 DAMA-DMBOK Editorial Board
Deborah Henderson, Chair Ingrid Hunt (San Francisco)
(Toronto) Gill Laware (Chicago)
( h )
Michael Brackett (Puget Sound) Wayne Little (Portland)
Larryy Burns ((Puget
g Sound)) Tom McCullough (NCR)
Michael Connor (Wisconsin) Jim McQuade (Pittsburgh)
Patricia Cupoli (Philadelphia) Mark Mosley (Chicago)
Susan
S Earley
E l (Chicago)
(Chi ) Cathy Nolan (Chicago)
Alex Friedgan (Chicago) John Schley (DAMA International)
Dagna
g Gaythorpe
y p (UK)
( ) Anne Marie Smith (Philadelphia)
Cynthia Hauer (GEIA) Eva Smith (Puget Sound)
Mahesh Haryu (New York) Loretta Mahon Smith (NCR)
St
Steve H
Hoberman
b (N
(New JJersey)) Glenn Thomas (Kentucky)
Ben Hu (China) James Viveralli (IDMA)

30
 DMBOK Planning Committee
Deborah Henderson, Project Sponsor
Mark Mosley, Development Editor
Michael Brackett, Production Editor
Susan Earley, Assistant Editor
Steve Hoberman,, Publisher
Eva Smith, Infrastructure
Pat Cupoli,
Cupoli Chapter Review
Ingrid Hunt, Public Relations
L tt M
Loretta Mahon
h Smith,
S ith Public
P bli Relations
R l ti
Kathy Hadzibarjric, Administrative Assistant

31
 Questions and Answers

Thank you for your interest!

Questions and comments can be addressed to:
VP_Education_and_Research@DAMA.org

32