Pervasive Business Intelligence

In the last few years, a new generation of Business Intelligence (BI) tools called BI 2.0 has emerged to meet the new and ambitious requirements of business users. BI 2.0 not only introduces brand new topics, but in some cases it re-examines past challenges according to new perspectives depending on the market changes and needs. In this context, the term pervasive BI has gained increasing interest as an innovative and forward-looking perspective. This thesis investigates three different aspects of pervasive BI: personalization, timeliness, and integration. Personalization refers to the capacity of BI tools to customize the query result according to the user who takes advantage of it, facilitating the fruition of BI information by different type of users (e.g., front-line employees, suppliers, customers, or business partners). In this direction, the thesis proposes a model for On-Line Analytical Process (OLAP) query personalization to reduce the query result to the most relevant information for the specific user. Timeliness refers to the timely provision of business information for decision-making. In this direction, this thesis defines a new Data Warehuose (DW) methodology, Four-Wheel-Drive (4WD), that combines traditional development approaches with agile methods; the aim is to accelerate the project development and reduce the software costs, so as to decrease the number of DW project failures and favour the BI tool penetration even in small and medium companies. Integration refers to the ability of BI tools to allow users to access information anywhere it can be found, by using the device they prefer. To this end, this thesis proposes Business Intelligence Network (BIN), a peer-to-peer data warehousing architecture, where a user can formulate an OLAP query on its own system and retrieve relevant information from both its local system and the DWs of the net, preserving its autonomy and independency.

An Exploratory Study of Data Quality Management Practices in the ERP Software Systems Context

Quality data are not only relevant for successful Data Warehousing or Business Intelligence applications; they are also a precondition for efficient and effective use of Enterprise Resource Planning (ERP) systems. ERP professionals in all kinds of businesses are concerned with data quality issues, as a survey, conducted by the Institute of Information Systems at the University of Bern, has shown. This paper demonstrates, by using results of this survey, why data quality problems in modern ERP systems can occur and suggests how ERP researchers and practitioners can handle issues around the quality of data in an ERP software Environment.

Towards a model-driven engineering approach of data mining

Nowadays, data mining is based on low-level specications of the employed techniques typically bounded to a specic analysis platform. Therefore, data mining lacks a modelling architecture that allows analysts to consider it as a truly software-engineering process. Here, we propose a model-driven approach based on (i) a conceptual modelling framework for data mining, and (ii) a set of model transformations to automatically generate both the data under analysis (via data-warehousing technology) and the analysis models for data mining (tailored to a specic platform). Thus, analysts can concentrate on the analysis problem via conceptual data-mining models instead of low-level programming tasks related to the underlying-platform technical details. These tasks are now entrusted to the model-transformations scaffolding.

Integrating the development of data mining and data warehouses via model-driven engineering

Data mining is one of the most important analysis techniques to automatically extract knowledge from large amount of data. Nowadays, data mining is based on low-level specifications of the employed techniques typically bounded to a specific analysis platform. Therefore, data mining lacks a modelling architecture that allows analysts to consider it as a truly software-engineering process. Bearing in mind this situation, we propose a model-driven approach which is based on (i) a conceptual modelling framework for data mining, and (ii) a set of model transformations to automatically generate both the data under analysis (that is deployed via data-warehousing technology) and the analysis models for data mining (tailored to a specific platform). Thus, analysts can concentrate on understanding the analysis problem via conceptual data-mining models instead of wasting efforts on low-level programming tasks related to the underlying-platform technical details. These time consuming tasks are now entrusted to the model-transformations scaffolding. The feasibility of our approach is shown by means of a hypothetical data-mining scenario where a time series analysis is required.

On aggregation issues in spatial data management

Large amounts of information can be overwhelming and costly to process, especially when transmitting data over a network. A typical modern Geographical Information System (GIS) brings all types of data together based on the geographic component of the data and provides simple point-and-click query capabilities as well as complex analysis tools. Querying a Geographical Information System, however, can be prohibitively expensive due to the large amounts of data which may need to be processed. Since the use of GIS technology has grown dramatically in the past few years, there is now a need more than ever, to provide users with the fastest and least expensive query capabilities, especially since an approximated 80 % of data stored in corporate databases has a geographical component. However, not every application requires the same, high quality data for its processing. In this paper we address the issues of reducing the cost and response time of GIS queries by preaggregating data by compromising the data accuracy and precision. We present computational issues in generation of multi-level resolutions of spatial data and show that the problem of finding the best approximation for the given region and a real value function on this region, under a predictable error, in general is "NP-complete.

Pragmatic development of service based real-time change data capture

This thesis makes a contribution to the Change Data Capture (CDC) field by providing an empirical evaluation on the performance of CDC architectures in the context of realtime data warehousing. CDC is a mechanism for providing data warehouse architectures with fresh data from Online Transaction Processing (OLTP) databases. There are two types of CDC architectures, pull architectures and push architectures. There is exiguous data on the performance of CDC architectures in a real-time environment. Performance data is required to determine the real-time viability of the two architectures. We propose that push CDC architectures are optimal for real-time CDC. However, push CDC architectures are seldom implemented because they are highly intrusive towards existing systems and arduous to maintain. As part of our contribution, we pragmatically develop a service based push CDC solution, which addresses the issues of intrusiveness and maintainability. Our solution uses Data Access Services (DAS) to decouple CDC logic from the applications. A requirement for the DAS is to place minimal overhead on a transaction in an OLTP environment. We synthesize DAS literature and pragmatically develop DAS that eciently execute transactions in an OLTP environment. Essentially we develop effeicient RESTful DAS, which expose Transactions As A Resource (TAAR). We evaluate the TAAR solution and three pull CDC mechanisms in a real-time environment, using the industry recognised TPC-C benchmark. The optimal CDC mechanism in a real-time environment, will capture change data with minimal latency and will have a negligible affect on the database's transactional throughput. Capture latency is the time it takes a CDC mechanism to capture a data change that has been applied to an OLTP database. A standard definition for capture latency and how to measure it does not exist in the field. We create this definition and extend the TPC-C benchmark to make the capture latency measurement. The results from our evaluation show that pull CDC is capable of real-time CDC at low levels of user concurrency. However, as the level of user concurrency scales upwards, pull CDC has a significant impact on the database's transaction rate, which affirms the theory that pull CDC architectures are not viable in a real-time architecture. TAAR CDC on the other hand is capable of real-time CDC, and places a minimal overhead on the transaction rate, although this performance is at the expense of CPU resources.

Modernizing Secure OLAP Applications with a Model-Driven Approach

The majority of the organizations store their historical business information in data warehouses which are queried to make strategic decisions by using online analytical processing (OLAP) tools. This information has to be correctly assured against unauthorized accesses, but nevertheless there are a great amount of legacy OLAP applications that have been developed without considering security aspects or these have been incorporated once the system was implemented. This work defines a reverse engineering process that allows us to obtain the conceptual model corresponding to a legacy OLAP application, and also analyses and represents the security aspects that could have established. This process has been aligned with a model-driven architecture for developing secure OLAP applications by defining the transformations needed to automatically apply it. Once the conceptual model has been extracted, it can be easily modified and improved with security, and automatically transformed to generate the new implementation.

BAM framework for OMS using open source technologies

No início da década de 90, as empresas começaram a sentir a necessidade de melhorar o acesso à informação das suas actividades para auxiliar na tomada de decisões. Desta forma, no mundo da informática, emergiu o sector Business Intelligence (BI) composto inicialmente por data warehousing e ferramentas de geração de relatórios. Ao longo dos anos o conceito de BI evoluiu de acordo com as necessidades empresariais, tornando a análise das actividades e do desempenho das organizações em aspectos críticos na gestão das mesmas. A área de BI abrange diversos sectores, sendo o de geração de relatórios e o de análise de dados aqueles que melhor preenchem os requisitos pretendidos no controlo de acesso à informação do negócio e respectivos processos. Actualmente o tempo e a informação são vantagens competitivas e por esse mesmo motivo as empresas estão cada vez mais preocupadas com o facto de o aumento do volume de informação estar a tornar-se insustentável na medida que o tempo necessário para processar a informação é cada vez maior. Por esta razão muitas empresas de software, tais como Microsoft, IBM e Oracle estão numa luta por um lugar neste mercado de BI em expansão. Para que as empresas possam ser competitivas, a sua capacidade de previsão e resposta às necessidades de mercado em tempo real é requisito principal, em detrimento da existência apenas de uma reacção a uma necessidade que peca por tardia. Os produtos de BI têm fama de trabalharem apenas com dados históricos armazenados, o que faz com que as empresas não se possam basear nessas soluções quando o requisito de alguns negócios é de tempo quase real. A latência introduzida por um data warehouse é demasiada para que o desempenho seja aceitável. Desta forma, surge a tecnologia Business Activity Monitoring (BAM) que fornece análise de dados e alertas em tempo quase real sobre os processos do negócio, utilizando fontes de dados como Web Services, filas de mensagens, etc. O conceito de BAM surgiu em Julho de 2001 pela organização Gartner, sendo uma extensão orientada a eventos da área de BI. O BAM define-se pelo acesso em tempo real aos indicadores de desempenho de negócios com o intuito de aumentar a velocidade e eficácia dos processos de negócio. As soluções BAM estão a tornar-se cada vez mais comuns e sofisticadas.

Conversão das contas do Plano Oficial de Contas em contas do Sistema de Normalização Contabilística e Upgrade do sistema SAP do Grupo REFER

Trabalho apresentado para obtenção do Título de Especialista, pelo Instituto Superior de Contabilidade e Administração de Lisboa, do Instituto Politécnico de Lisboa

Armazéns de dados em bases de dados NoSQL

Na atualidade, existe uma quantidade de dados criados diariamente que ultrapassam em muito as mais otimistas espectativas estabelecidas na década anterior. Estes dados têm origens bastante diversas e apresentam-se sobre várias formas. Este novo conceito que dá pelo nome de Big Data está a colocar novos e rebuscados desafios ao seu armazenamento, tratamento e manipulação. Os tradicionais sistemas de armazenamento não se apresentam como a solução indicada para este problema. Estes desafios são alguns dos mais analisados e dissertados temas informáticos do momento. Várias tecnologias têm emergido com esta nova era, das quais se salienta um novo paradigma de armazenamento, o movimento NoSQL. Esta nova filosofia de armazenamento visa responder às necessidades de armazenamento e processamento destes volumosos e heterogéneos dados. Os armazéns de dados são um dos componentes mais importantes do âmbito Business Intelligence e são, maioritariamente, utilizados como uma ferramenta de apoio aos processos de tomada decisão, levados a cabo no dia-a-dia de uma organização. A sua componente histórica implica que grandes volumes de dados sejam armazenados, tratados e analisados tendo por base os seus repositórios. Algumas organizações começam a ter problemas para gerir e armazenar estes grandes volumes de informação. Esse facto deve-se, em grande parte, à estrutura de armazenamento que lhes serve de base. Os sistemas de gestão de bases de dados relacionais são, há algumas décadas, considerados como o método primordial de armazenamento de informação num armazém de dados. De facto, estes sistemas começam a não se mostrar capazes de armazenar e gerir os dados operacionais das organizações, sendo consequentemente cada vez menos recomendada a sua utilização em armazéns de dados. É intrinsecamente interessante o pensamento de que as bases de dados relacionais começam a perder a luta contra o volume de dados, numa altura em que um novo paradigma de armazenamento surge, exatamente com o intuito de dominar o grande volume inerente aos dados Big Data. Ainda é mais interessante o pensamento de que, possivelmente, estes novos sistemas NoSQL podem trazer vantagens para o mundo dos armazéns de dados. Assim, neste trabalho de mestrado, irá ser estudada a viabilidade e as implicações da adoção de bases de dados NoSQL, no contexto de armazéns de dados, em comparação com a abordagem tradicional, implementada sobre sistemas relacionais. Para alcançar esta tarefa, vários estudos foram operados tendo por base o sistema relacional SQL Server 2014 e os sistemas NoSQL, MongoDB e Cassandra. Várias etapas do processo de desenho e implementação de um armazém de dados foram comparadas entre os três sistemas, sendo que três armazéns de dados distintos foram criados tendo por base cada um dos sistemas. Toda a investigação realizada neste trabalho culmina no confronto da performance de consultas, realizadas nos três sistemas.

Implementação de uma solução open source de Business Intelligence com metodologia Ágil

A importância dos sistemas de data warehousing e business intelligence é cada vez mais pronunciada, no sentido de dotar as organizações com a capacidade de guardar, explorar e produzir informação de valor acrescido para os seus processos de tomada de decisão. Esta realidade é claramente aplicável aos sectores da administração pública portuguesa e, muito em particular, aos organismos com responsabilidades centrais no Ministério da Saúde. No caso dos Serviços Partilhados do Ministério da Saúde (SPMS), que tem como missão prover o SNS de sistemas centrais de business intelligence, o apelo dos seus clientes, para que possam contar com capacidades analíticas nos seus sistemas centrais, tem sido sentido de forma muito acentuada. Todavia, é notório que, tanto os custos, como a complexidade, de grande parte destes projetos têm representado uma séria ameaça à sua adoção e sucesso. Por um lado, a administração pública tem recebido um forte encorajamento para integrar e adotar soluções de natureza open source (modelo de licenciamento gratuito), para os seus projetos de sistemas de informação. Por outro lado, temos vindo a assistir a uma vaga de aceitação generalizada de novas metodologias de desenvolvimento de projetos informáticos, nomeadamente no que diz respeito às metodologias Agéis, que se assumem como mais flexíveis, menos formais e com maior grau de sucesso. No sentido de averiguar da aplicabilidade do open source e das metodologias Ágeis aos sistemas de business intelligence, este trabalho documenta a implementação de um projeto organizacional para a SPMS, com recurso a ferramentas open source de licenciamento gratuito e através de uma metodologia de desenvolvimento de natureza Ágil.

Task clustering on ETL systems – A pattern-oriented approach

Usually, data warehousing populating processes are data-oriented workflows composed by dozens of granular tasks that are responsible for the integration of data coming from different data sources. Specific subset of these tasks can be grouped on a collection together with their relationships in order to form higher- level constructs. Increasing task granularity allows for the generalization of processes, simplifying their views and providing methods to carry out expertise to new applications. Well-proven practices can be used to describe general solutions that use basic skeletons configured and instantiated according to a set of specific integration requirements. Patterns can be applied to ETL processes aiming to simplify not only a possible conceptual representation but also to reduce the gap that often exists between two design perspectives. In this paper, we demonstrate the feasibility and effectiveness of an ETL pattern-based approach using task clustering, analyzing a real world ETL scenario through the definitions of two commonly used clusters of tasks: a data lookup cluster and a data conciliation and integration cluster.

Using a domain-specific language to enrich ETL schemas

Today it is easy to find a lot of tools to define data migration schemas among different types of information systems. Data migration processes use to be implemented on a very diverse range of applications, ranging from conventional operational systems to data warehousing platforms. The implementation of a data migration process often involves a serious planning, considering the development of conceptual migration schemas at early stages. Such schemas help architects and engineers to plan and discuss the most adequate way to migrate data between two different systems. In this paper we present and discuss a way for enriching data migration conceptual schemas in BPMN using a domain-specific language, demonstrating how to convert such enriched schemas to a first correspondent physical representation (a skeleton) in a conventional ETL implementation tool like Kettle.

Automatic generation of ETL physical systems from BPMN conceptual models

ETL conceptual modeling is a very important activity in any data warehousing system project implementation. Owning a high-level system representation allowing for a clear identification of the main parts of a data warehousing system is clearly a great advantage, especially in early stages of design and development. However, the effort to model conceptually an ETL system rarely is properly rewarded. Translating ETL conceptual models directly into something that saves work and time on the concrete implementation of the system process it would be, in fact, a great help. In this paper we present and discuss a hybrid approach to this problem, combining the simplicity of interpretation and power of expression of BPMN on ETL systems conceptualization with the use of ETL patterns to produce automatically an ETL skeleton, a first prototype system, which has the ability to be executed in a commercial ETL tool like Kettle.

Using relational algebra on the specification of real world ETL processes

Modeling Extract-Transform-Load (ETL) processes of a Data Warehousing System has always been a challenge. The heterogeneity of the sources, the quality of the data obtained and the conciliation process are some of the issues that must be addressed in the design phase of this critical component. Commercial ETL tools often provide proprietary diagrammatic components and modeling languages that are not standard, thus not providing the ideal separation between a modeling platform and an execution platform. This separation in conjunction with the use of standard notations and languages is critical in a system that tends to evolve through time and which cannot be undermined by a normally expensive tool that becomes an unsatisfactory component. In this paper we demonstrate the application of Relational Algebra as a modeling language of an ETL system as an effort to standardize operations and provide a basis for uncommon ETL execution platforms.