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Managing Backups, Development Changes, and Security

Managing Backups, Development Changes, and Security. Objectives. After completing this lesson, you should be able to: Describe the MDL import and export utilities Use snapshots to manage metadata changes Explain the different levels at which you can perform version management

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Managing Backups, Development Changes, and Security

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  1. Managing Backups, Development Changes, and Security

  2. Objectives • After completing this lesson, you should be able to: • Describe the MDL import and export utilities • Use snapshots to manage metadata changes • Explain the different levels at which you can perform version management • Perform security and user management tasks through the OWB Design Center graphical user interface

  3. Lesson Agenda • MDL Export and Import • Manage metadata change using Snapshots • Version management • Generation comments • MDL annotations • Collection snapshots • Warehouse Builder users and roles • Security parameters

  4. Metadata Loader Utilities (MDL) • Copy and move metadata for backup, history management, or version management • Accessible for any type of object in the Projects Navigator, Locations Navigator, and Globals Navigator panels • Export utility • Extracts metadata objects from a workspace and writes the information into a ZIP format file • Import utility • Reads the metadata information from an exported MDL file • Creates, replaces, or merges metadata objects into a workspace

  5. Uses of Metadata Loader Utilities • Use the Metadata Loader utilities to accomplish any of the following: • Back up a workspace • Populate a new workspace • Copy metadata in multiple-user development environments • Upgrade a workspace Repository Backup Upgrade Populate a new repository

  6. Exporting Objects • Before exporting, ensure that you have: • Required access privileges • Sufficient storage space • Ensure that all the objects you select for export in a single export task belong to the same navigator panel. • Keep in mind: • Exporting a subset of objects also exports their parent objects. • Export the objects referenced by a set of objects by selecting the “export all object dependencies” option.

  7. Importing Objects • You must have read/write access to use the metadata loader import utility. • In a multi-user development environment, lock metadata objects before importing, because import alters the repository. • Back up your repository either using the Export utility or metadata snapshots before importing a large set of objects. • Ensure that the base language of the import MDL file is the same as the base language of the target repository.

  8. Accessing the MDL Utilities To export, from File menu, select Export > Warehouse Builder Metadata To import, from File menu, select Import > Warehouse Builder Metadata

  9. Metadata Loader Log File When exporting or importing metadata, you can specify the log file name and the path where you want to save the log file.

  10. Importing Metadata from Previous Versions • While importing metadata, the MDL Import utility automatically upgrades metadata created with previous versions of Warehouse Builder to the current version.

  11. Upgrading the Repository • You can upgrade repositories from earlier versions of Warehouse Builder (10g R2 and 11g R1) to OWB 11.2.

  12. Lesson Agenda • MDL Export and Import • Manage metadata change using Snapshots • Version management • Generation comments • MDL annotations • Collection snapshots • Warehouse Builder users and roles • Security parameters

  13. 1.Change Channels. 2.Take snapshotbefore change. 3.Change source Channels. 6.Synchronizemapping tables. 7.Take snapshotafter change. 5.Invoke Impact Analysis Diagram. 9. Cancel change!! 8.Deploy changes: • Replace mapping. 10.Redeploy the original: • Replace mapping again. Manage Life-Cycle Changes 4.ReimportChannelsmetadata. Sorry… No problem.Simply restoreoriginal snapshot!

  14. 1.Change Channels. 9. Cancel change!! Manage Life-Cycle Changes 4.ReimportChannelsmetadata. 2.Take snapshotbefore change. 3.Change source Channels. 6.Synchronizemapping tables. 7.Take snapshotafter change. 5.Invoke Impact Analysis Diagram. Sorry… 8.Deploy changes: • Replace mapping. 10.Redeploy the original: • Replace mapping again. No problem.Simply restoreoriginal snapshot!

  15. Managing Metadata Changes by Using Snapshots • Metadata snapshots enable you to: • Back up and restore your metadata • Maintain a history of metadata changes • Compare different versions of the metadata • There are two types of snapshots: • Full snapshot • Signature snapshot • You can perform the following tasks with snapshots: • Create, delete, or add components to a snapshot • Compare one snapshot with another object or snapshot • Restore snapshots • Export and import snapshots

  16. Creating Metadata Snapshot

  17. Creating Metadata Snapshot

  18. Using Change Manager • Use toolbar icons for common tasks: restore, delete, and compare • Change Manager maintains the details of the time a snapshot was created, the owner, and the type of the snapshot. It also shows the components of the snapshot. • Menu options • Right-click the snapshot and select Security to set access privileges to the snapshot.

  19. Exporting and Importing Snapshots • Snapshots are stored in the database, in contrast to Metadata Loader exports, which are stored as separate disk files. • You can export snapshots to disk files.

  20. Quiz • When you export a snapshot, an MDL file containing the snapshot is created. • True • False

  21. Lesson Agenda • MDL Export and Import • Manage metadata change using Snapshots • Version management • Generation comments • MDL annotations • Collection snapshots • Warehouse Builder users and roles • Security parameters

  22. Version Management of Design Objects • Version Management is an important part of a multi-configuration management strategy. • For the smooth transition of objects from one system to another, you can version your objects at the following levels: • Code level, using the Generation Comments feature • Metadata (MDL) file level, using the annotations in the Import/Export feature • Repository-level versioning: • Collections • Snapshots Dev QA Prod

  23. Version Management: Using Generation Code Comments

  24. Version Management: Using Annotations in Export/Import • Using the annotations while exporting or importing metadata, you can version-control the MDL files (the metadata used to move between environments). Specify annotations when exporting objects to an MDL file. While importing, the File Summary dialog box displays the annotation.

  25. Version Management: Using Collections and Snapshots to Version-Control • Repository-based versioning relies on two features: • Collections • Metadata snapshots • Key steps: • Group a set of objects in a collection. • Create a snapshot to version the collection. • Compare objects in a snapshot with current workspace objects or with different versions of the same objects in another snapshot. • To revert to the old version, restore the snapshot. • When you restore a collection from a snapshot, you restore both the collection and the actual objects.

  26. Version Management: Using Collections and Snapshots to Version-Control 2 1 3

  27. Quiz • If you are exporting your whole OWB project to a production environment and you want to make sure it is versioned, from the following options, select the method that you will use: • Generation comments for selected objects labelled as production • MDL file annotation marked with date and production build information • Create a collection of all the objects and snapshot it

  28. Practice 12-1 Overview: Managing Metadata Changes, Code, and MDL File Versions • This practice covers the following topics: • Using snapshots for managing metadata changes • Performing version management • Using generation code comments and annotations in an MDL file

  29. Lesson Agenda • MDL Export and Import • Manage metadata change using Snapshots • Version management • Generation comments • MDL annotations • Collection snapshots • Warehouse Builder users and roles • Security parameters

  30. Warehouse Builder Users • Warehouse Builder users are regular database users. • Users can be created in the OWB client in one of the following ways: • On top of existing DB users • As a completely new user (OWB creates a new DB user) • If you are an OWB user, you have access to the OWB workspace. • If you are an OWB user, you can be: • An administrator of the workspace • An owner of a target • A regular repository user without owning a target • Control is given to users via roles or privileges.

  31. Warehouse Builder User Considerations • If you need a target user, register it in the OWB Security node in Globals Navigator panel. • The user is associated with a control center. • The user gets access to synonyms for the audit APIs. • You can deploy mappings only into a target user. • You can deploy DDL objects, such as tables, into a nontarget user.

  32. Graphical UI for Security Management Only the workspace owner and other users granted the ADMINISTRATOR rolesee the Security node.

  33. Workspace Users Roles and Privileges Important: By default, when you create a new user, that user has the EVERYONE role, which has full control on all objects. To enable metadata security, be sure to edit all user profiles and restrict the access that the EVERYONE role has to objects each user creates. Note that the workspace owner has both the EVERYONE and ADMINISTRATOR roles granted to it.

  34. Workspace Users Roles and Privileges

  35. EVERYONE Role The Administrator can use the System Privilege link to deselect the privileges assigned to this role.

  36. ADMINISTRATOR Role Registered OWB users can be granted the ADMINISTRATOR role by moving them to the grantees list here. The privileges for an ADMINISTRATOR roles cannot be edited. Right?

  37. Object-Level Security Select the object in the navigator panel. From the View menu, select Security to set object-level security.

  38. Access Privilege Policies • Maximum access privilege policy • The default security policy • “No security” • All users get the object privilege of FULL_CONTROL through the EVERYONE role. • Minimum access privilege policy • “Least privileges” • All users get the object privilege of NONE through the PUBLIC role. • You can right-click any object in the Projects Navigator panel and set its security separately.

  39. Setting Security Parameters Minimum security is the default,giving all users full access to all objects

  40. Setting Security Parameters Persist location password in metadata property eliminates the need to reenter a password.

  41. Quiz • The EVERYONE role cannot be revoked from any user. • True • False

  42. Summary • In this lesson, you should have learned how to: • Use the MDL utilities to export and import metadata • Use snapshots to manage metadata changes • Version objects at various levels (code, MDL files, and at repository level using collections and snapshots) • Perform security and user-management tasks through the OWB Design Center graphical user interface

  43. Practice 12-2 Overview: Managing Security • This practice covers the following topics: • Assigning security by using the Design Center graphical interface

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