# Patent

## Title
Metadata manager for analytics system

## Abstract

A metadata management system receives metadata changes and automatically updates a metadata architecture which maps the data. The metadata changes may be received through a simple user interface by a user or administrator. Once received, the system may automatically update schemas and data transformation code to process data according to the new data mapping preference. The system may handle metadata updates in a multi-tenant system having one or more applications per tenant, and may update data for a single tenant and 1 or more tenant applications in a multitenancy.

## Background
BACKGROUND
Businesses must process large amounts of data to make decisions and be successful. The data is often provided in formats such as reports. To build a meaningful report, businesses are relying on multi-tenanted SAAS analytic companies. Building and providing meaningful analytics typically require a large amount of resources and have a high cost.
Building the reports typically requires acquiring data, transforming the data to a meaningful format, and performing analytics of the meaningful data to generate the report. Data storage, transformation and manipulation require data schemas to store the data, transform the data and process the data. These tasks are typically performed manually by administrators. For example, as a data format changes, an administrator must manually change data schema in one or more places as well as manually have code generated for processing the new data format. The manual work requires quality assurance resources, and is time consuming. When each of a plurality of tenants wishes to change schemas for one or more applications, it can be costly and time consuming to keep up with the changes in data mapping. There is a need for a more efficient data mapping for businesses.
SUMMARY
The present metadata management system receives metadata changes and automatically updates a metadata architecture which defines the data. The metadata management system may be implemented as a cloud-based system. The metadata changes may be received through a simple user interface by a user or administrator. Once received, the system may automatically update schemas and data transformation code to process data according to the new metadata preference. The system may handle metadata updates in a multi-tenant system having one or more applications per tenant, and may update metadata (schema, transformation code, and so forth) for a single tenant and 1 or more tenant applications in a multitenancy.
In an embodiment, a method for creating a recipe may receive a metadata update by a server for a first tenant of a plurality of tenants. Data schema may automatically be updated for the first tenant by the server. Data for the first tenant may be mapped based on the updated metadata schema.
In an embodiment, a system for communicating navigation data may include a memory, a processor, and one or more modules stored in memory and executable by the processor. The modules may be executed to receive a metadata update for a first tenant of a plurality of tenants, automatically update data schema for the first tenant; and map data for the first tenant based on the updated data schema.



BRIEF DESCRIPTION OF DRAWINGS
FIG. 1 is a block diagram of an exemplary metadata management system.
FIG. 2 is a block diagram of a metadata manager application.
FIG. 3 is an exemplary method for automatically metadata updating.
FIG. 4 is an exemplary method for receiving metadata updates.
FIG. 5 is an exemplary method for automatically updating a metadata management architecture.
FIG. 6 is an exemplary method for application data flow.
FIG. 7 is a block diagram of a device for implementing the present technology.



DETAILED DESCRIPTION
The present metadata system receives metadata changes and automatically updates metadata architecture that describes and maps data. The metadata changes may be received through a simple user interface. Once received, the system may update schemas and data transformation to process data according to the new metadata preference. The system may handle metadata updates in a multi-tenant system having one or more applications per tenant. The metadata management system is cost effective, eliminates the need for quality assurance resources, and provides quick updates to keep up with business needs.
FIG. 1 is a block diagram of an exemplary metadata management system. The system of FIG. 1 includes clients 110 and 170 and servers 110, 130, 140, 150 and 160. Clients 110 and 170 and servers 130-150 may communicate with server 160 over network 120. Network 120 may be implemented as a private network, Wi-Fi networks, public network, WAN, LAN, an intranet, the Internet, or a combination of these networks.
Server 110 and client device 115 may each be associated with a tenant (client organization) in a multitenancy served by server 160. Each tenant of the multi-tenancy may include one or more servers and client devices. Each server and client may include data to be collected by data collection server 130. For example, data on server 110 may be generated by a software as a service (SAAS) company and data on client device 115 may be generated by an instance of an application executing on that device. Client 115 may be implemented as a desktop, laptop, notebook, tablet computer, smart phone, or some other computing device.
Data collection server 130 may collect data from one or more tenant applications and store the data in a staging data store 135. Staging data store may be implemented locally in data collection server 130 or remote from data collection server 130. Data collection server 130 may include code that is executable to collect or retrieve data for a tenant. The code may then store the data according to a staging schema, which outlines the format in which the data should be stored. The data collection code and staging schema can be automatically updated by metadata manager application 165 stored on server 160. Data collection server may provide any portion of the staging data to ETL server 140, for example upon receiving a data request from ETL server 140.
ETL server 140 receives staging data from data collection server 130 and may transforms the data to a format more useful to a user. For example, the data transformation may include selecting only certain columns to load into a star format, translating coded values, deriving new calculated values, sorting data, aggregating data, transposing or pivoting data, splitting a column into multiple columns, and other processing. The formatting performed by ETL server 140 may guided by script code or other code within ETL server 140. The code which formats data received from staging data store 135 may be created and provided by metadata manager application 165. Once data is transformed by ETL server 140, it may be provided to data warehouse 155 for future analytics.
Analytics server 150 may retrieve transformed data stored in a star schema in data warehouse 155 and perform analytics to the data. The results of the analytics may be provided in the form of charts, graphs, reports or other formats to a user at client device 170. Data warehouse 155 may be implemented locally in analytics server 150 or remotely from analytics server 150. Data warehouse 155 may utilize a star schema for storing transformed data in the warehouse 155. The star schema may be created, modified and provided by metadata manager application 165. The analytics may be performed by code which is generated and provided by metadata manager application 165.
Though illustrated as one server or one device, each of the servers and clients of the system of FIG. 1 may be implemented using one or more actually or logical machines, servers and client devices. Further, though examples of communications are shown using arrows, it is intended and should be understood that each of the servers and clients in the system of FIG. 1 may communicate over network 120, and therefore with each other.
FIG. 2 is a block diagram of a metadata manager application 200. Metadata manager application may reside on one or more servers and may include a number of modules stored in memory and executable by one or more processors for implementing portions of the present technology. A user interface module 210 may provide a user interface to users which receive reports from analytic server 150, user who provide updates to the data mapping architecture, and other functionality. Staging schema module 220 may update the staging schema for collected data stored in staging data store 135. Script generation module 230 may generate scripts and other code for performing functions at any of servers 130-150. For example, script generation module 230 may generate script for transforming data in a staging scheme to data in a star scheme. Star schema module 240 may update the star schema in which transformed data is stored at data warehouse 155.
FIG. 3 is an exemplary method for automatically updating mapping data. First, a metadata update may be received for a first tenant of a plurality of tenants at step 310. The present system may provide metadata updates, which may include data mapping and analytical processing, for multiple tenants, each of which may have multiple applications. Metadata updates can be received for a particular tenant and application to provide a flexible and efficient data mapping system. Receiving Metadata updates is described in more detail below with respect to the method of FIG. 4.
Metadata is automatically updated at step 320. The metadata may be used to map data. The data mapping schema is updated by Metadata manager application 165 on server 160. The Metadata may be updated by updating code used for data application, staging schema, data transformation, star schema, analytics, and reporting, all on a per tenant and per application basis. Automatically updating metadata is discussed in more detail below with respect to the method of FIG. 5.
Schema is mapped for a first tenant of a plurality of tenants at step 330. Schema mapping involves collecting data, storing the data in a staging schema, transforming the data, storing the transformed data in a star schema, and performing analytics on the transformed data. Schema and/or data may be mapped using the metadata differently for each application for each tenant. Mapping data for a first tenant of a plurality of tenants is discussed in more detail below with respect to the method of FIG. 6.
FIG. 4 is an exemplary method for receiving metadata updates. The method of FIG. 4 may provide more detail for step 310 of the method of FIG. 3. A login is performed at step 410. One or more users associated with tenants may have an account with the data mapping system. At step 410, the system may receive login information from a user such as a user identifier and password, compare the received login information to stored login data associated with the account, and grant the user access to the system based on if the received login data matches the stored login data.
A tenant associated with the user is identified at step 420. Most users may be associated with a single tenant of the plurality of tenants served by the metadata management system of the present technology. Once a user performs login, the tenant information can be retrieved from the user account. Tenant application information may be received at step 430. A user may identify a specific application for which changes in metadata are to be applied.
Data warehouse star schema is received for the tenant application at step 440. The star schema is schema for data stored at data warehouse 155 and from which analytics are generated. A column mapping from the tenant application to the warehouse object is received at step 450. The column mapping may indicate how the data collected by data collection server 130 is to be transformed for storage in the star schema. The transformation of the collected data is generated based at least in part on the column mapping information. Star schema object names are received at step 460. The star schema object names may include user-friendly names for identifying data in the star schema format. The names may include “employees”, “sales” or other commonly understood names.
FIG. 5 is an exemplary method for automatically updating a metadata architecture. The method of FIG. 5 may provide more detail for step 320 of the method of FIG. 3. Code for fetching application data is updated at step 510. The code may be updated to reflect new fields of data to collect or other information based on changes to the data mapping process. The updated code may be generated by metadata manager application 165 and provided to data collection server 130. Staging schema may be updated at step 520. The staging schema may be updated by metadata manager application 165 and provided to staging data store 135.
The star schema may be updated at step 530. The star schema may be updated to reflect changes received from a user at step 460 of the method of FIG. 4. Once generated, the star schema can be provided to data warehouse 155 by Metadata manager 165. Script code can be generated to transform data in staging schema to star schema at step 540. The transforming script may be generated at least in part from column mapping data and provided to ETL server 140 for transforming data. A user interface is updated at step 550. The user interface may be updated to allow users to modify up-to-date schema information and script code, generate reports from the latest schemas, and other functions. User interfaces may be provided through a web browser or other application.
FIG. 6 is an exemplary method for mapping data. The method of FIG. 6 may provide more detail for step 330 of the method of FIG. 3. Data is collected from one or more applications for one or more tenants at step 610. The data collection can be performed by data collection server 130 according to data collection scripts or code provided by metadata manager application 165. Collected data may then be stored in staging schema at step 620. The staging schema may be provided by metadata manager application 165. Collected data is then transformed from a staging schema to star schema at step 630. The data transformation may be performed by ETL server 140 by scripts or other code generated by metadata manager application 165. The star schema data is then stored at step 640 in data warehouse 155.
A user request for an analytics report may be received at step 650. The request may be received from a user at client 170 by analytics server 150. Analytics may be performed on the star schema data at step 660. The analytics may be tenant and application specific. For example, the analytics may determine the sales for each month of the current year for a particular office. A report is then provided from the analytics results at step 670. The result may include a chart, graph, or other presentation of processed data.
FIG. 7 is a block diagram of a device for implementing the present technology. FIG. 7 illustrates an exemplary computing system 700 that may be used to implement a computing device for use with the present technology. System 700 of FIG. 7 may be implemented in the contexts of the likes of server 110, client devices 115 and 170, and servers 130, 140, 150 and 160. The computing system 700 of FIG. 7 includes one or more processors 710 and memory 720. Main memory 720 may store, in part, instructions and data for execution by processor 710. Main memory can store the executable code when in operation. The system 700 of FIG. 7 further includes a storage 720, which may include mass storage and portable storage, antenna 740, output devices 750, user input devices 760, a display system 770, and peripheral devices 780.
The components shown in FIG. 7 are depicted as being connected via a single bus 790. However, the components may be connected through one or more data transport means. For example, processor unit 710 and main memory 720 may be connected via a local microprocessor bus, and the storage 730, peripheral device(s) 780 and display system 770 may be connected via one or more input/output (I/O) buses.
Storage device 730, which may include mass storage implemented with a magnetic disk drive or an optical disk drive, may be a non-volatile storage device for storing data and instructions for use by processor unit 710. Storage device 730 can store the system software for implementing embodiments of the present invention for purposes of loading that software into main memory 710.
Portable storage device of storage 730 operates in conjunction with a portable non-volatile storage medium, such as a floppy disk, compact disk or Digital video disc, to input and output data and code to and from the computer system 700 of FIG. 7. The system software for implementing embodiments of the present invention may be stored on such a portable medium and input to the computer system 700 via the portable storage device.
Antenna 740 may include one or more antennas for communicating wirelessly with another device. Antenna 716 may be used, for example, to communicate wirelessly via Wi-Fi, Bluetooth, with a cellular network, or with other wireless protocols and systems. The one or more antennas may be controlled by a processor 710, which may include a controller, to transmit and receive wireless signals. For example, processor 710 execute programs stored in memory 712 to control antenna 740 transmit a wireless signal to a cellular network and receive a wireless signal from a cellular network.
The system 700 as shown in FIG. 7 includes output devices 750 and input device 760. Examples of suitable output devices include speakers, printers, network interfaces, and monitors. Input devices 760 may include a touch screen, microphone, accelerometers, a camera, and other device. Input devices 760 may include an alpha-numeric keypad, such as a keyboard, for inputting alpha-numeric and other information, or a pointing device, such as a mouse, a trackball, stylus, or cursor direction keys.
Display system 770 may include a liquid crystal display (LCD), LED display, or other suitable display device. Display system 770 receives textual and graphical information, and processes the information for output to the display device.
Peripherals 780 may include any type of computer support device to add additional functionality to the computer system. For example, peripheral device(s) 780 may include a modem or a router.
The components contained in the computer system 700 of FIG. 7 are those typically found in computing system, such as but not limited to a desk top computer, lap top computer, notebook computer, net book computer, tablet computer, smart phone, personal data assistant (PDA), or other computer that may be suitable for use with embodiments of the present invention and are intended to represent a broad category of such computer components that are well known in the art. Thus, the computer system 700 of FIG. 7 can be a personal computer, hand held computing device, telephone, mobile computing device, workstation, server, minicomputer, mainframe computer, or any other computing device. The computer can also include different bus configurations, networked platforms, multi-processor platforms, etc. Various operating systems can be used including Unix, Linux, Windows, Macintosh OS, Palm OS, and other suitable operating systems.
The foregoing detailed description of the technology herein has been presented for purposes of illustration and description. It is not intended to be exhaustive or to limit the technology to the precise form disclosed. Many modifications and variations are possible in light of the above teaching. The described embodiments were chosen in order to best explain the principles of the technology and its practical application to thereby enable others skilled in the art to best utilize the technology in various embodiments and with various modifications as are suited to the particular use contemplated. It is intended that the scope of the technology be defined by the claims appended hereto.

## Claims

1. A method for managing metadata, comprising:
receiving a metadata update request by a server for a first application of a plurality of applications associated with a first tenant of a plurality of tenants, wherein the metadata update request is associated with data to be mapped;
receiving mapping instructions associated with the first application of the first tenant that dictates how the data associated with the metadata update request should be mapped;
automatically updating metadata schema by the server for the first application associated with the first tenant by the server based on the received mapping instructions, wherein automatically updating includes automatically generating a script to transform data in a form, associated with a staging schema data, into a distinct second form, associated with a star schema data, the script generated in part from column mapping data and provided to an ETL server for transforming data;
updating a user interface based on the automatically updated metadata schema, wherein the updated user interface allows a user to modify updated metadata schema information, modify script code, and generate reports using the updated metadata schema; and
mapping schema for the first tenant by the server based on the updated metadata schema of the first tenant, wherein the mapping includes generating one or more new fields of data not previously associated with the data to be mapped, and wherein the mapping also includes generating codes to retrieve additional information for the new fields of data generated by the mapping.

2. The method of claim 1, wherein receiving the metadata update includes receiving an update to star schema for the first tenant.

3. The method of claim 2, wherein the star schema is associated with a first application of a plurality of applications for which data is mapped for the first tenant.

4. The method of claim 1, wherein receiving the metadata update includes receiving column mapping data.

5. The method of claim 1, wherein receiving the metadata update includes receiving star schema name data.

6. The method of claim 1, wherein automatically updating includes automatically updating staging schema by an application server.

7. The method of claim 1, wherein automatically updating includes automatically updating star schema by an application server.

8. A computer readable non-transitory storage medium having embodied thereon a program, the program being executable by a processor to perform a method for managing metadata, the method comprising:
receiving a metadata update request by a server for a first application of a plurality of applications associated with a first tenant of a plurality of tenants, wherein the metadata update request is associated with data to be mapped;
receiving mapping instructions associated with the first application of the first tenant that dictates how the data associated with the metadata update request should be mapped;
automatically updating metadata schema by the server for the first application associated with the first tenant by the server based on the received mapping instructions, wherein automatically updating includes automatically generating a script to transform data in a first form, associated with a staging schema data, into a distinct second form, associated with a star schema data, the script generated in part from column mapping data and provided to an ETL server for transforming data;
updating a user interface based on the automatically updated metadata schema, wherein the updated user interface allows a user to modify updated metadata schema information, modify script code, and generate reports using the updated metadata schema; and
mapping schema for the first tenant by the server based on the updated metadata schema of the first tenant, wherein the mapping includes generating one or more new fields of data not previously included with the data associated with the metadata update request, and wherein the mapping also includes generating codes to retrieve additional information for the new fields of data generated by the mapping.

9. The computer readable non-transitory storage medium of claim 8, wherein receiving the metadata update includes receiving an update to star schema for the first tenant.

10. The computer readable non-transitory storage medium of claim 9, wherein the star schema is associated with a first application of a plurality of applications for which data is mapped for the first tenant.

11. The computer readable non-transitory storage medium of claim 8, wherein receiving the metadata update includes receiving column mapping data.

12. The computer readable non-transitory storage medium of claim 8, wherein receiving the metadata update includes receiving star schema name data.

13. The computer readable non-transitory storage medium of claim 8, wherein automatically updating includes automatically updating staging schema by an application server.

14. The computer readable non-transitory storage medium of claim 8, wherein automatically updating includes automatically updating star schema by an application server.

15. A system for managing metadata, comprising:
a memory;
a processor; and
one or more modules stored in memory and executable by the processor to receive a metadata update request for a first tenant of a plurality of tenants, wherein the metadata update request is associated with data to be mapped, receive mapping instructions associated with the first application of the first tenant that dictates how the data associated with the metadata update request should be mapped, automatically update metadata schema by the server based on the received mapping instructions for the first application associated with the first tenant by the server, wherein automatically updating includes automatically generating a script to transform data in a first form, associated with a staging schema data, into a distinct second form, associated with a star schema data, the script generated in part from column mapping data and provided to an ETL server for transforming data, updating a user interface based on the automatically updated metadata schema, wherein the updated user interface allows a user to modify updated metadata schema information, modify script code, and generate reports using the updated metadata schema, and mapping schema for the first tenant by the server based on the updated metadata schema of the first tenant, wherein the mapping includes generating one or more new fields of data not previously included with the data associated with the metadata update request, and wherein the mapping also includes generating codes to retrieve additional information for the new fields of data generated by the mapping.