Master Data Management & Microsoft Master Data Services

Presented By:

Jeff Prom

Data ArchitectMCTS - Business Intelligence (2008), Admin (2008), Developer (2008)

Agenda

What is Master Data Services? What is Master Data Management? Installation & Configuration MDS Modeling Concepts Features & Functionality Excel Add-in Demo Questions / Wrap up

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Master Data ServicesMaster Data Management

What Is?

What is Master Data Services?

Microsoft's solution to Master Data ManagementTraditionally MDM solutions have been expensive,

complex, and focused on a single domain.Domain = Group of related data in a focused area.MDS is flexible and can be used with multiple

domains. It is relatively inexpensive and easy to use.

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What is Master Data Management? Master Data Management (MDM)

The management of non-transactional data. Managing relationships between data groups. Managing hierarchies within data groups. Empower data stewards, not IT, to ensure data quality. Provide an accurate source of data for other systems. Data security.

Even though Master Data manages non-transactional data, it is almost always used within transactions.

Data Stewards help manage the data. Technically savvy Subject matter experts

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Why do I need MDM? Master data brings together multiple data sources

throughout the organization into one centrally managed system.

Different business units within your organization may be managing similar sets of data. Who has the most accurate set of data? How much time and effort goes into managing the same

data? Ever receive two pieces of mail from the same company, or

a letter asking you to open an account when you already have one? That’s a company who could use a Master Data solution!13 |

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Common Domains in MDM

Customer DataFinancialsProduct InformationVendor InformationEmployee DataLocations

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Company A (Before using MDM)

Marketing Operations Customer Service Mail Department Subsidiary

Domain: Customer Data15 |

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Company A (After using MDM)

Marketing Operations Customer Service Mail Department Subsidiary

Master Data16 | 43

Questions?

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Master Data ServicesLet’s Dig In…

MDS Background June, 2007 - Microsoft acquires Atlanta based

Stratature Stratature +EDM product becomes MDS. Many Stratature employees have since moved on to a

company called Profisee which is also based in Atlanta.

Version 1.0 in SQL Server 2008 R2 Version 2.0 in SQL Server 2012 Available in Enterprise & Business Intelligence Editions

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How do you use MDS?

1. MDS User InterfaceWeb BasedFull functionalityData Management

2. Excel Add in (New in SQL Server 2012)Limited MDS functionalityVery useful when working with data

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MDS Data Flow

Matching Project (DQS)

MDS Excel Tools

MDS Views(Output)

Other Systems(Input)

External Data(Input)

MDS

MDS UI

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Installation and Configuration

1. Install Prerequisites PowerShell IIS

2. Create a new database

3. Web Configuration Website & Web Application Associate to the MDS database Enable DQS Integration (optional)

Enables Matching Functionality

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DemoInstall & Configuration

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MDS Modeling Concepts

Models (Database)Highest level of organization. Containers of related

entities. Entities (Table)

Base containers for data. Attributes (Columns)

Attributes that describe members. Members (Records)

Records that populate the entities.24 |

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Models (Databases)

Highest level of data organizationModels contain the following objects:

EntitiesAttributes and attribute groupsExplicit and derived hierarchiesCollections

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Entities (Tables)

Contained in MDS modelsGroupings of similar dataContains membersTypically one or more related

entities per model

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Attributes (Columns) and Attribute Groups Attribute values describe the members of the

entity. Attribute Groups help to manage many

attributes and can be assigned to roles for easy security management.

Three types of attributes: Free-form Domain-based File attributes

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Members (Records/Rows)

Members are the physical master data. Three types of members:

Leaf (default)Consolidated (Exist only when explicit

hierarchies and collections are enabled for the entity)

Collection

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Excel Add-in New in SQL 2012 Office 2007 or higher 32-bit and 64-bit available Good for working with 1million records or less Has most functionality, except:

Business RulesNew ModelsHierarchies

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Demo

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Explicit (Ragged) Hierarchies

Organizes members from a single entity in any way you specify.

Are not based on domain-based attribute relationships.

No limitation on where you insert

the consolidate members. Each member can only be used once. You need to create/enable explicit

hierarchies on an entity to create a collection.

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Derived Hierarchies Derived from the domain-based

attribute relationships. The leaf members from one entity are

used to group leaf members of another entity.

Based on relationships between entities. Sorted by code. You cannot change the

sort order. Always contains a consistent number of

levels.

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Collections

A group of leaf and consolidated members from a single entity.

Use collections when you do not need a complete hierarchy but want groupings.

Doesn’t limit the number or types of members as long as they are within the same entity.

Doesn’t create a hierarchical structure, but a flat list of members.

A collection can also contain other collections.

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Business Rules If/Then statements that result in an action Rules help ensure the quality and accuracy of your

data. Possible actions:

Default ValueChange ValueValidationEmailExternal Action

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Staging Good for working with over 1 million records

At least one table is created per entity

Use the staging process to:

Create, update, deactivate, and delete leaf and consolidate members.

Update attribute values.

Designate relationships in explicit hierarchies.

1. Load data into the staging tables.

stg.name_Leaf

stg.name_Consolidated

stg.name_Relationship

2. Use stored procedures, or the MDS site, to load data from staging tables into MDS.

stg.udp_name_Leaf

stg.udp_name_Consolidated

stg.udp_name_Relationship

MDS

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Publishing Data

Create subscription Views in MDS Subscribing Systems Can:

Use data directly from MDSPull and Process data from MDS to it’s own

system.Truncate local and copy from MDSUse merge statements to update the source dataUse triggers to update the source data

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Versions & Flags

Versions allow you to create copies of the master data within a model.

Can be locked while you validate your data, and then committed after the data has been validated.

Use versions to:

Create an auditable record of your data as it changes over time.

Prevent changes while you ensure data validates against business rules.

Lock down a model for use by subscribing systems.

Test different hierarchies without implementing them right away.

Use flags to mark and identify versions, such as ‘Latest’.

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Security

Use to secure & restrict dataBased on local or Active Directory users and

groups.Grant MDS administratorsAble to specify security down to individual

attributes.

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Demo

Links

Microsoft MDS Overview http://msdn.microsoft.com/en-us/library/ee633763.aspx

Microsoft Installation Guide http://msdn.microsoft.com/en-us/library/ee633752(v=sql.110).aspx

Microsoft MDS Blog http://blogs.msdn.com/b/mds/

Microsoft MDS Forums http://social.technet.microsoft.com/Forums/en-US/sqlmds/threads

Microsoft Instructional Videos http://msdn.microsoft.com/en-us/sqlserver/ff943581

MDS Books

Free eBook with a chapter on MDS: http://go.microsoft.com/FWLink/?Linkid=229829

Jeff Prom Contact Info

Blog: http://jeffprom.wordpress.com Email: jeffprom@comcast.net LinkedIn: www.linkedin.com/pub/jeff-prom/7/1b7/bb1/

Questions?

Thank You!

Jeff Prom