Introduction & Overview

Mission Critical Platform

CloudServer & Datacenter

Empowered IT Pervasive Insight Dynamic Development

Desktop & Mobile

Information Platform Vision

Definitions

• Master Data – Slowly changing reference data shared across systems

• Master Data Management – An application for creating and maintaining an

authoritative view of master data including policies and procedures for access,

update, modification, viewing between systems across the enterprise

People

• Customers

• Vendors

• Sales people

• Employees

• Partners

• Patients

Things

• Products

• Organizational units

• Recipes

• Parts

• Storage bins

• Documents

Places

• Stores

• Wells

• Power lines

• Geo areas

• Warehouses

Abstract

• Contracts

• Warranties

• Time

• Metrics

• Securities

No single, trusted source of the truth

No dimension maintenance capability

Conflicting views of product, customer location, etc

No system to maintain attributes

Multiple stakeholders for the same record

Inability to enforce data stewardship processes

Inconsistencies cost – mistakes, incorrect reports, etc.

Master Data Challenges

ERP - USA

ERP - Europe

Warehouse or

analytic app

Operational MDM – Difficulty coordinating multiple systems

Analytic MDM – Difficulty managing dimensions

• Which is the real XYZ Corp?

• Resolve XYZ Corp’s address

• Does product xrb019 = fft019?

• Add 15 attributes to product xrb019

• Information workers can’t edit dimensions

Analytic And Operational MDM

SQL Server MDS – solving for both

Align to a single authoritative source

Master Data Hub

Master Data Platform

Integrate Information with people and

systems

Stewardship Portal

Stewardship Process

Master DataPlatform

Master DataHub

Stewardship Portal

Stewardship Process

Master Data Hub

Hierarchy and attribute

management

Versioning

Transaction logging

Data quality and cleansing

Stewardship Portal

Master data maintenance

Modeling

Model documentation

Import and export

Stewardship Process

Workflow

Notifications

Business rules

Validation

Master Data Platform

API support for all operations

Any domain

Model deployment

Security

Capabilities

Aligning Systems With MDS

MDM

HubMatching

Versioning

Workflow

Role-based Security

Hierarchy Mgmt

Boeing

Master Data

Stewardship

Business Rules

Purchasing

DBAsset MgmtHR Doc

Boeing Boeing Inc Boeing

(Renton)

Aut_Boeing Boein’

MDM Challenges

Where is the real Boeing?

Purchasing

DBAsset MgmtHR Doc

Boeing Boeing Inc Boeing

(Renton)

Aut_Boeing Boein’

MDM Scenarios

MDM

Boeing

Merge/Match

Versioning

Workflow Approval

Role Security

Hierarchy Mgmt

Master Data

Stewardship

Purchasing

DBAsset MgmtHR Doc

Boeing Boeing Inc Boeing

(Renton)

Aut_Boeing Boein’

• An authoritative source

• Central storage and services

– SQL Server database

– WCF API

• May serve as system of entry, system of record, or both

• Any Domain

• Features to support stewardship and integration

Hub

Versioning

– Defaults

– Validations

– Actions

Versioning

Transactions

– Data changes

– Annotations

Optimistic member creation

Data quality rules

Hub Capabilities

VS Integration

Model

Definition

– APIs for pre-built content

– Model definition and data

Any domain

Model deployment

– Beyond canned domains

– Support unique requirements

APIs for custom interfaces

– Domain specific UIs

– Application integrations

Platform

Stewardship Portal

• Master data management

• Model management

• Model documentation

Change notification

Bulk extract

Notification

Approval request

MDS

Master Data Services Layer

Stewardship PortalCreate or change

Data

WarehouseMaster Data

DB Layer

Example Stewardship Process

SharePoint

ERP

Case Study: Major Regional Bank

Challenge:

Cumbersome business process to manage cost centers and accounts impacting > 10 systems

• Excel-based maintenance

• Point-to-point update flows

• Process based in e-mail

• Expensive and prone to error

Solution:

• Single point of maintenance (+EDM)

• Process changed to central management from point-to-point

• Feeds built from MDM to subscribing systems

Results:• Consistent dimensions across systems

• 30 person days effort reduced to 2

• Staff reduced from 5 to 3

MDS Logical Architecture

Win32 API .NET Framework 3.5

Data Access

Business Logic Business

Entities

Translators (Business Entities ↔ Data Contracts)

Data

Contracts

Service and Message Contracts

Service Adapter

HT

TP

Se

rve

rL

oggin

g &

Tra

cin

g

Se

cu

rity

WCF Service Implementation

Public WCF Endpoint

Win32

API

.NET

Framework 3.5

Configuration Manager

Configuration Logic

Configuration Library

PowerShell cmdlets

Stewardship UI

Master

Pages

Common

ControlsCode Behinds

Se

rvic

e M

gm

tSharePoint

Server

LOBi Shim

Legend

External Infrastructure

Infrastructure

Business Logic

API

UI

SQL Server 2008 R2

SprocsUDFs

SQL CLR

Subscription Views

Staging Tables

SQ

L M

ail

Notificatio

ns

Service Broker

Master data

Model metadata

Security data

Audit history

© 2014 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.