master data management
TRANSCRIPT
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Knowledge Transfer Session 2
Monica Opris
DW Developer
Master Data Management
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Outline
1. Master Data Management (MDM)
2. Data Quality Services (DQS)
3. Master Data Services (MDS)
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1.1 Why do we need Master Data Management?
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1.2 Master Data Management core functions
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2. DQS Overview
Data Issues: -incomplete
-inconsistent
-inaccurate
-invalid
-duplication
DQS -Knowledge base
-Domain
-Knowledge Discovery
-Cleansing
-Matching
-Reference Data
DQS Components -DQS Server
a) DQS_MAIN
b) DQS_PROJECTS
c) DQS_STAGING_DATA
-DQS Client
Management UI
Cleansing Transform
Data Profiling -SSIS Data Flow
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2.1 DQS Installing tool
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2.2 DQS Overview
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2.3 DQS Demo
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2.4 DQS Cleansing SSIS components
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3 Master Data Services overview
Master Data Management -centralised master lists for non-
transactional data
-master data = people, places,
concepts or things
-improves data quality
Master Data Services -tools for implementing and
managing MDM solutions
-versioning, transactions,
business rules, import/export
MDS components -MDS database
-Configuration Manager
-Master Data Manager
-Web Service
-MDSModelDeploy.exe
-Excel Add In
MDS Objects-Models - databases
-Entities - tables
-Attributes - columns
-Hierarchies
-Members – rows of data
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3.1 Install Master Data Services
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3.2 MDS Detailed Architecture
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3.3 Master Data Services
STARS
GALAXY
INVESTRAN
MDS DW
Downstream
System
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3.6.1 MDM vs Data Warehouse
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3.6.2 MDM vs Data Warehouse
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3.8 Master Data Services – Types of users
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Models are the highest level of data organization in Master Data Services. A model defines
the structure of data in your master data management solution. A model contains the
following objects:
• Entities
• Attributes and attribute groups
• Explicit and derived hierarchies
• Collections
Accounts – which should include entities such as balance sheet accounts, income
statement accounts, statistics and account type.
Customer – which could include entities such as gender, education, occupation and marital
status.
Geography – which could include entities such as postal codes, cities, counties, states,
provinces, regions, territories, countries and continents.
3.9 Master Data Services - Models
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In order to ensure the quality and accuracy of your master data these are the following
features that are available to you:
• Business rules – automatically update data, send email, start a business process or workflow
• Validation – business rule – data type content validations
• Versions – audit records, prevent form from making changes, lock down models
• Notifications – send email when biz rule fails or model version status changes
• Security
3.10 Master Data Services – Improving Data Quality
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• Importing Data
o Import data into Staging Tables and process the staged data as batch
– Stg_nameLeaf
– Stg_nameConsolidated
– Stg_nameRelationship
• Exporting Data
o Subscribe systems can view data through subscription views
• Deploying Models
o Package, XML format which contains a deployable model structure
– Tools: MDSModelDeploy, Model Deployment wizard, Model Package Editor
3.11 Master Data Services – Moving Data
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Resources
• MSDN, Master Data Services - http://msdn.microsoft.com/en-us/sqlserver/ff943581
• Channel 9, Master Data Services - http://channel9.msdn.com/Tags/master+data+services
• SQL Chick’s Blog - http://www.sqlchick.com/entries/2011/4/24/resources-for-learning-
master-data-services.html
• Amazon, Master Data Services in SQL 2012 - http://www.amazon.com/Microsoft-Server-
2012-Master-Services/dp/0071797858/ref=sr_1_1?ie=UTF8&qid=1355543695&sr=8-
1&keywords=Book+Microsoft+SQL+Server+2012+Master+Data+Services:
• TechNet, Master Data Services - http://technet.microsoft.com/en-
us/sqlserver/hh709036.aspx
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Thank you