This table of contents is a little more interactive than the one in the book. We squeezed it all on one page so you can move back and forth among chapters more easily. It's also makes it easier to print out the whole thing to give you the overall context while you are down in the details of a specific chapter.

The first section below lists all the chapter titles, with links to each chapter's table of contents.

Introduction
Chapter   1 – The Chess Pieces

SECTION 1   PROJECT MANAGEMENT AND REQUIREMENTS
Chapter 2 – Business Dimensional Lifecycle™
Chapter 3 – Project Planning and Management
Chapter   4 – Collecting Business Requirements

SECTION 2    DATA DESIGN
Chapter   5 – A First Course on Dimensional Modeling
Chapter   6 – A Graduate Course on Dimensional Modeling
Chapter   7 – Building the Dimensional Model

SECTION 3   ARCHITECTURE
Chapter   8 – Introducing Data Warehouse Architecture
Chapter   9 – Architecture for the Back Room
Chapter 10 – Architecture for the Front Room
Chapter 11 – Infrastructure and Metadata
Chapter 12 – A Graduate Course on the Internet and Security
Chapter 13 – Creating the Architecture Plan and Selecting Products

SECTION 4    IMPLEMENTATION
Chapter 14 – A Graduate Course on Aggregates
Chapter 15 – Completing the Physical Design
Chapter 16 – Data Staging
Chapter 17 – Building End User Applications

SECTION 5    DEPLOYMENT AND GROWTH
Chapter 18 – Planning the Deployment
Chapter 19 – Maintaining and Growing the Data Warehouse

Appendix A    Lifecycle Project Plan
Appendix B   About the CD-ROM

Introduction			1
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	Level of Understanding		2
	How to Use the Book Actively		3
	The Purpose of Each Chapter		5
		Section 1: Project Management and Requirements	5
		Section 2: Data Design	6
		Section 3: Architecture	7
		Section 4: Implementation	8
		Section 5: Deployment and Growth	9
	Supporting Tools		9
	The Goals of a Data Warehouse		9
	The Goals of this Book		11
	Visit the Companion Web Site		12

Chapter 1	The Chess Pieces		13
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	Basic Elements of the Data Warehouse		14
		Source System	14
		Data Staging Area	16
		Presentation Server	16
		Dimensional Model	17
		Business Process	18
		Data Mart	18
		Data Warehouse	19
		Operational Data Store (ODS)	19
		OLAP (On-Line Analytic Processing)	21
		ROLAP (Relational OLAP)	21
		MOLAP (Multidimensional OLAP)	21
		End User Application	21
		End User Data Access Tool	21
		Ad Hoc Query Tool	22
		Modeling Applications	22
		Metadata	22
	Basic Processes of the Data Warehouse		23
	The Big Data Warehouse Debates		25
		Data Warehouse Modeling	26
		Data Marts and Data Warehouses	27
		Distributed versus Centralized Data Warehouses	28
	Summary		28


SECTION 1	PROJECT MANAGEMENT AND REQUIREMENTS		29

Chapter 2	The Business Dimensional Lifecycle		31
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	Lifecycle Evolution		31
	Lifecycle Approach		33
		Project Planning	33
		Business Requirements Definition	34
		Data Track: Dimensional Modeling	34
		Data Track: Physical Design	35
		Data Track: Data Staging Design and Development	35
		Technology Track: Technical Architecture Design	35
		Technology Track: Product Selection and Installation	36
		Application Track: End User Application Specification	36
		Application Track: End User Application Development	36
		Deployment	36
		Maintenance and Growth	37
		Project Management	37
	Guidelines for Using the Business Dimensional Lifecycle		38
	Business Dimensional Lifecycle Mile Markers and Navigation Aids		39
	Summary		40

Chapter 3	Project Planning and Management		41
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	Define the Project		42
		Assess Your Readiness for a Data Warehouse	43
		Take the Readiness "Litmus Test"	46
		Evaluate your Combined Readiness Factors	46
		Techniques to Address Readiness Shortfall	49
		Develop the Preliminary Scope	53
		Build the Business Justification	58
	Plan the Project		64
		Establish the Project Identity	64
		Staff the Project	64
		Develop the Project Plan	73
	Manage the Project		77
		Conduct the Project Team Kickoff Meeting	78
		Monitor Project Status	79
		Maintain the Project Plan and Project Documentation	82
		Manage the Scope	83
		Develop Communications Plan to Manage Expectations	86
	Summary		91

Chapter 4	Collecting the Requirements		95
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	Overall Approach to Requirements Definition		96
		Interviews versus Facilitated Sessions	97
	Prepare for the Interview		98
		Identify the Interview Team	98
		Conduct the Pre-interview Research	101
		Select the Interviewees	102
		Develop the Interview Questionnaires	104
		Schedule the Interviews	104
		Prepare the Interviewees	108
	Conduct the Interview		111
		Remember your Interview Role	111
		Verify Communications	112
		Define Terminology	112
		Establish Peer Basis	113
		Maintain Interview Schedule Flexibility	113
		Avoid Interview Burnout	113
		Manage Expectations Continuously	114
	Start the Interview		114
		Business Executive Interview Content	116
		Business Manager or Analyst Interview Content	117
		IS Data Audit Interview Content	120
	Wrap Up the Interview		122
		Determine the Success Criteria	122
	Review the Interview Results		126
	Prepare and Publish the Requirements Deliverables		128
	Agree on Next Steps After Collecting Requirements		131
		Facilitation for Confirmation, Prioritization, and Consensus	132
		Facilitation as an Alternative to Interviewing	132
	Summary		133


SECTION 2	DATA DESIGN		137

Chapter 5	A First Course on Dimensional Modeling		139
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	The Case for Dimensional Modeling		140
		What is Entity-Relationship Modeling?	140
		What is Dimensional Modeling?	144
		The Relationship between Dimensional Modeling and Entity-Relationship Modeling	146
		The Strengths of Dimensional Modeling	147
	Putting Dimensional Models Together: The Data Warehouse Bus Architecture		153
		The Planning Crisis	153
		Data Marts with a Bus Architecture	155
		Conformed Dimensions and Standard Fact Definitions	156
		Designing the Conformed Dimensions	158
		Taking the Pledge	158
		Establishing the Conformed Fact Definitions	159
		The Importance of Data Mart Granularity	160
		Multiple-Source Data Marts	161
		Rescuing Stovepipes	162
		When You Don’t Need Conformed Dimensions	163
		The Data Warehouse Bus	164
	Basic Dimensional Modeling Techniques		164
		Fact Tables and Dimension Tables	165
		Inside Dimension Tables, Drilling Up and Down	167
		Foreign Keys, Primary Keys, and Surrogate Keys	191
		Additive, Semiadditive, and Nonadditive Facts	193
		The Four-Step Design Method for Designing an Individual Fact Table	194
		Families of Fact Tables	200
		Factless Fact Tables	212
	Summary		216

Chapter 6	A Graduate Course on Dimensional Modeling		217
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	Extended Dimension Table Designs		218
		Many-to-Many Dimensions	218
		Many-to-One-to-Many Traps	222
		Role-Playing Dimensions	223
		Organization and Parts Hierarchies	226
		Unpredictably Deep Hierarchies	231
		Time Stamping the Changes in a Large Dimension	233
		Building an Audit Dimension	237
		Too Few Dimensions and Too Many Dimensions	238
	Extended Fact Table Designs		240
		Facts of Differing Granularity and Allocating	240
		Time of Day	245
		Multiple Units of Measure	247
		Multinational Currency Tracking	248
		Value Band Reporting	251
	Advanced ROLAP Querying and Reporting		252
		Drill-Across Queries with Multiple Technologies	252
		Self Referencing Queries, Behavior Tracking, and Sequential Subsetting	254
		Market Basket Analysis	260
	Summary		263

Chapter 7	Building Dimensional Models		265
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	Matrix Method for Getting Started		266
		Build the Matrix	266
		Use the Four-Step Method to Design Each Fact Table	272
	Managing the Dimensional Modeling Project		276
		Data Warehouse Bus Architecture Matrix	277
		Fact Table Diagram	277
		Fact Table Detail	280
		Dimension Table Detail	281
		Steps for the Dimensional Modeling Team	285
		Managing Issues in the Modeling Process	294
		Identifying the Sources for Each Fact Table and Dimension Table	296
		When Are You Done?	307
		Using a Data Modeling Tool	309
	Summary		312


SECTION 3	ARCHITECTURE		315

Chapter 8	Introducing Data Warehouse Architecture		317
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	The Value of Architecture		318
	An Architectural Framework and Approach		320
		Defining the Columns	322
		Defining the Levels of Detail (the Rows)	324
		Logical Models and Physical Models	326
		Framework Summary	327
	Technical Architecture Overview		327
		Services and Data Stores	330
		Flow from Source System to User Desktop	330
		Key Technical Architecture Features	331
		Evolution of Your Data Warehouse Architecture	333
	Summary		334

Chapter 9	Back Room Technical Architecture		335
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	Back Room Data Stores		336
		Source Systems	336
		Data Staging Area	344
		The Presentation Servers	346
	Back Room Services		350
		General Data Staging Requirements	351
		Build versus Buy	356
		Extract Services	357
		Data Transformation Services	360
		Data Loading Services	363
		Data Staging Job Control Services	364
	Back Room Asset Management		367
		Backup and Recovery	367
		Archive and Retrieval	368
		Backup and Archive Planning	369
		Extract and Load Security Issues	369
		Future Staging Services	370
	Summary		372

Chapter 10	Architecture for the Front Room		373
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	Front Room Data Stores		375
		Access Tool Data Stores	375
		Standard Reporting Data Stores	375
		Downstream Systems	378
	Front Room Services for Data Access		378
		Warehouse Browsing	379
		Access and Security Services	380
		Activity Monitoring Services	380
		Query Management Services	381
		Query Service Locations	385
		Standard Reporting Services	386
		Future Access Services	388
		Desktop Services	389
		Modeling Applications and Data Mining	400
		Web Implications for Data Access	404
		Desktop Tool Architecture Approaches	406
	Summary		409

Chapter 11	Infrastructure and Metadata		411
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	Infrastructure		412
		Drivers of Infrastructure	412
		The Evolution of Infrastructure	413
		Back Room Infrastructure Factors	413
		Front Room Infrastructure Factors	429
		Connectivity and Networking Factors	432
		Infrastructure Summary	434
	Metadata and the Metadata Catalog		435
		Metadata: What Is It?	435
		Source System Metadata	436
		Data Staging Metadata	437
		DBMS Metadata	438
		Front Room Metadata	438
		An Active Metadata Example	439
		Metadata Catalog Maintenance	445
		Metadata Summary	447
	Summary		447

Chapter 12	A Graduate Course on the Internet and Security		449
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	Component Software Architecture		452
		The Impact of the Internet on Architecture	454
	Security: Vulnerabilities		457
		Physical Assets	459
		Information Assets: Data, Financial Assets, and Reputation	459
		Software Assets	467
		The Ability to Conduct Your Business	467
		Network Threats	467
	Security: Solutions		472
		Routers and Firewalls	474
		The Directory Server	479
		Encryption	481
	Managing Security in a Data Warehouse Environment		495
	What to do Now About Security		497
		Immediate Tactical Measures	497
		Strategic Measures	498
	Summary		499

Chapter 13	Creating the Architecture Plan and Selecting Products		501
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	Creating the Architecture		502
		Architecture Development Process	503
	Selecting the Products		514
		Keeping a Business Focus	514
		Major Warehouse Evaluation Areas	515
		Evaluation Process	516
		Evaluations for the Back Room	530
		Evaluations for the Front Room	532
	Installation		535
	Summary		536


SECTION 4	IMPLEMENTATION		541

Chapter 14	A Graduate Course on Aggregates		543
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	Aggregation Goals and Risks		544
	Deciding What to Aggregate		545
	Develop the Aggregate Table Plan		547
	Processing Aggregates		549
	Administering the Aggregates		552
	Design Goals for an Aggregate Navigation System		555
		Design Goal 1	556
		Design Goal 2	557
		Design Goal 3	559
		Design Goal 4	560
	Aggregate Navigation Algorithm		560
		Intersecting Planning Data	564
		Handling MIN, MAX, COUNT, and AVG	565
		Aggregates for Everyone	566
	Summary		567

Chapter 15	Completing the Physical Design		569
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	Develop Standards		571
		Database Object Naming Standards	571
		Use Synonyms for All Tables That Users Access	574
		Physical File Locations	574
	Develop the Physical Data Model		575
		The Beverage Store Sales Case Study	577
		Use a Data Modeling Tool	578
		Design the Physical Data Structure	578
		Develop Initial Sizing Estimates	583
	Develop the Initial Index Plan		585
		Overview of Indexes and Query Strategies	587
		Indexing Fact Tables	590
		Indexing Dimension Tables	591
		Indexing for Loads	592
		Analyze Tables and Indexes after the Load	592
		Case Study Indexes	592
	Design and Build the Database Instance		592
		Memory	595
		Blocksize	595
		Disk Access Example	595
		Save the Database Build Scripts and Parameter Files	597
	Develop the Physical Storage Structure		598
		Compute Table and Index Sizes	598
		Develop the Partitioning Plan	598
		Set up RAID	599
	Implement Usage Monitoring		601
		Performance	602
		User Support	602
		Marketing	603
		Planning	603
		Tools	604
	Summary		605

Chapter 16	Data Staging		609
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	Data Staging Overview		610
	Do the Preliminary Work		611
		Importance of Good System Development Practices	611
	Plan Effectively		611
		Step 1. High-Level Plan	612
		Step 2. Data Staging Tools	612
		Step 3. Detailed Plan	615
	Dimension Table Staging		617
		Step 4. Populate a Simple Dimension Table	617
		Step 5. Implement Dimension Change Logic	625
		Step 6. Populate Remaining Dimensions	629
	Fact Table Loads and Warehouse Operations		630
		Step 7. Historical Load of Atomic-Level Facts	631
		Step 8. Incremental Fact Table Staging	641
		Step 9. Aggregate Table and MOLAP Loads	647
		Step 10. Warehouse Operation and Automation	650
	Data Quality and Cleansing		653
		Data Improvement	654
		Data Quality Assurance	658
	Miscellaneous Issues		659
		Archiving in the Data Staging Area	659
		Source System Rollback Segments	659
		Disk Space Management	660
	Summary		661

Chapter 17	Building End User Applications		665
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	Role of the End User Application		666
		What Is an End User Application Template?	667
		Lifecycle Timing	669
	Application Specification		670
		Determine the Initial Template Set	670
		Design the Template Navigation Approach	674
		Determine Template Standards	675
		Detailed Template Specification	677
		User Review	677
	End User Application Development		678
		Select an Implementation Approach	680
		Application Development	681
		Testing and Data Verification	683
		Document and Roll Out	684
		Think Like a Software Development Manager	684
		Application Template Maintenance	685
	Summary		686


SECTION 5	DEPLOYMENT AND GROWTH		689

Chapter 18	Planning the Deployment		691
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	Determine Desktop Installation Readiness		692
	Develop the End User Education Strategy		693
		Integrate and Tailor Education Content	693
		Develop the End User Education	696
		Deliver the End User Education	697
	Develop an End User Support Strategy		699
		Determine the Support Organization Structure	700
		Anticipate Data Reconciliation Support	701
		Anticipate End User Application Support	702
		Establish Support Communication and Feedback	702
		Provide Support Documentation	703
	Develop the Deployment Release Framework		705
		Alpha Release	706
		Beta Release	706
		Production Release (a.k.a. Deployment)	708
	Document Your Deployment Strategy		710
	Summary		711

Chapter 19	Maintaining and Growing the Data Warehouse		715
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	Manage the Existing Data Warehouse Environment		716
		Focus on Business Users	718
		Manage Data Warehouse Operations	720
		Measure and Market Your Data Warehouse Success	723
		Communicate Constantly	726
	Prepare for Data Warehouse Growth and Evolution		727
		Establish a Data Warehouse Steering Committee	728
		Prioritize Growth and Evolution Opportunities	729
		Manage Iterative Growth and Evolution Using the Lifecycle	731
	Summary		733

Appendix A	Lifecycle Project Plan		737
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Appendix B	About the CD-ROM		747

	Project Plan		747
	Data Warehouse Bus Architecture Example		748
	Templates, Checklists, Figures, and Aids		749
		Chapter 2: Business Dimensional Lifecycle	750
		Chapter 3: Project Planning and Management	750
		Chapter 4: Collecting the Requirements	750
		Chapter 7: Building Dimensional Models	751
		Chapter 8: Introducing Data Warehouse Architecture	751
		Chapter 9: Back Room Technical Architecture	751
		Chapter 10: Architecture for the Front Room	751
		Chapter 11: Infrastructure and Metadata	752
		Chapter 12: A Graduate Course on the Internet and Security	752
		Chapter 13: Creating the Architecture Plan and Selecting Products	752
		Chapter 15: Completing the Physical Design	752
		Chapter 16: Data Staging	753
		Chapter 17: Building End User Applications	753
		Chapter 18: Planning the Deployment	753
		Using the CD-ROM	753
		CD-ROM Browser Instructions	754
		Software Requirements	754

	Index		755
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