Gain a comprehensive guide to Microsoft SQL Server R2 Master Data Services ( MDS) with this book and eBook; Explains the background to. Deprecated Master Data Services Features in SQL Server If you have a SQL Server R2 model deployment package that contains a rule of this. Written by two leading Microsoft SQL Server specialists, this book will empower you to manage and maintain the data used for critical business decisions.
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Read "Microsoft SQL Server R2 Master Data Services" by Jeremy Kashel, Tim Kent, Martyn Bullerwell available from Rakuten Kobo. Sign up today and get . ud C H A P T E R 8 Master Data Services The first release of Master Data Services (MDS) appeared in Microsoft SQL Server R2 to support master. Master data management (MDM) offers a solution to the many data woes by controlling data Now Microsoft has an implementation as part of the data platform. SQL Server R2 was the first release with MDS. your skills and keep you ahead, with articles, ebooks and opinion to keep you informed.
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A comprehensive, totally practical tutorial. Quick links: Description Table of Contents Reviews Authors. Skip to the end of the images gallery. Skip to the beginning of the images gallery. Read Now Look inside. Table of contents. MDS object model overview Models. Introduction to versions Creating and managing versions Validating versions Locking, unlocking, and committing versions Managing Flags Transactions Summary.
Martyn Bullerwell Martyn Bullerwell is one of the owners of Adatis, and is involved in project delivery for Adatis' larger clients, including multi-terabyte data warehouses. Add to Cart. What do I get with a Packt subscription?
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(ebook) Microsoft SQL Server 2008 R2 Master Data Services
Master Data Management overview. Data quality. Operational and analytical Master Data Management. Different approaches to Master Data Management. Data governance. Data stewardship. Politics and organizational changes. Master Data Services overview. Master Data Services architecture. Master Data Manager. Planning for a Master Data Services installation. Installing Master Data Services. Master Data Services Configuration Manager. Installing sample models.
MDS object model overview.
Introduction to versions. Creating and managing versions. Validating versions. Locking, unlocking, and committing versions. Managing Flags. The staging load process. Creating new members. Creating new collections. Adding members to collections. Updating member attributes. Deleting a member or collection. Clearing the staging tables. Errors in the staging process.
Introduction to MDS business rules. You can then assign the remaining attributes to one or more attribute groups or not at all. Attribute groups are securable objects.
You can organize members into hierarchies. Figure shows partial data from two types of hierarchies. On the left is an explicit hierarchy, which contains all members of a single entity. On the right is a derived hierarchy, which contains members from multiple, related entities. For example, in the Geography hierarchy shown in Figure , North America, United States, and Bikes are all consolidated members that create multiple levels for summarization of the leaf members.
In a derived hierarchy, the domain-based attribute values of an entity define the levels. For example, in the Category hierarchy in the example, Wholesale is in the ProductGroup entity, which in turn is a domain-based attribute of the ProductCategory entity of which Components is a member. Likewise, the ProductCategory entity is a domain-based attribute of the ProductSubCategory entity, which contains Forks as a member.
The base entity, Product, includes ProductSubCategory as a domain-based attribute. Regardless of hierarchy type, each hierarchy contains all members of the associated entities. When you add, change, or delete a member, all hierarchies to which the member belongs will also update to maintain consistency across hierarchies. A collection is an alternative way to group members by selecting nodes from existing explicit hierarchies, as shown in Figure Although this example shows only leaf members, a collection can also contain branches of consolidated members and leaf members.
You can combine nodes from multiple explicit hierarchies into a single collection, but all members must belong to the same entity. It also allows you to create, edit, and update leaf members and consolidated members.
When you add a leaf member, you initially provide values for only the Name and Code attributes, as shown in Figure You can also use a search button to locate and select the parent consolidated member in each hierarchy.
FIGURE Adding a new leaf member After you save your entry, you can edit the remaining attribute values immediately or at a later time. Although a member can have hundreds of attributes and belong to multiple hierarchies, you can add the new member without having all of this information at your fingertips; you can update the attributes at your leisure.
MDS always keeps track of the missing information, displaying it as validation issue information at the bottom of the page on which you edit the attribute values, as shown in Figure FIGURE Attributes and validation issues Business Rules One of the goals of a master data management system is to set up data correctly once and to propagate only valid changes to downstream systems. To achieve this goal, the system must be able to recognize valid data and to alert you when it detects invalid data.
In MDS, you create business rules to describe the conditions that cause the data to be considered invalid. For example, you can create a business rule that specifies the required attributes also known as fields for an entity.
A business entity is likely to have multiple business rules, which you can sequence in order of priority, as shown in Figure If you omit any of these fields when you edit a Product member, MDS notes a validation issue for that member and prevents you from using the master data model until you supply the missing values.
FIGURE The Required Fields business rule When creating a business rule, you can use any of the following types of actions: Default Value Sets the default value of an attribute to blank, a specific value that you supply in the business rule, a generated value that increments from a specified starting value, or a value derived by concatenating multiple attribute values Change Value Updates the attribute value to blank, another attribute value, or a value derived by concatenating multiple attribute values Validation Creates a validation warning and, if you choose, sends a notification e-mail to a specified user or group External Action Starts a workflow at a specified Microsoft SharePoint site or initiates a custom action Because users can add or edit data only while the master data model version is open, invalid data can exist only while the model is still in development and unavailable to other systems.
You can easily identify the members that pass or fail the business rule validation when you view a list of members in Explorer, as shown in Figure In this example, the first two records are in violation of one or more of the business rules.
Remember that you can see the specific violation issues for a member when you open it for editing.
FIGURE Business rule validation Transaction Logging MDS uses a transaction log, as shown in Figure , to capture every change made to master data, including the master data value before and after the change, the user who made the change not shown , the date and time of the change, and other identifying information about the master data. You can access this log to view all transactions for a model by version in the Version Management area of Master Data Manager.
If you find that a change was made erroneously, you can select the transaction in the log and click the Undo button above the log to restore the prior value. The transaction log also includes the reversals you make when using this technique. When you select a transaction in the transactions log, a new section appears at the bottom of the page for transaction annotations.
Here you can view the complete set of annotations for the selected transaction, if any, and you can enter text for a new annotation, as shown in Figure Master Data Manager includes an Integration Management area for importing and exporting data.
Instead, you use the Import page in Master Data Manager to manage batch processing of staging tables that you use to load the MDS database, and you use the Export page to configure subscription views that allow users and applications to read data from the MDS database.
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Importing Master Data Rather than manually entering the data by using Master Data Manager, you can import your master data from existing data sources by staging the data in the MDS database. After staging the data, you use Master Data Manager to process the staged data as a batch. MDS moves valid data from the staging tables into the master data tables in the MDS database and flags any invalid records for you to correct at the source and restage.
You can use any method to load data into the staging tables. The most important part of this task is to ensure that the data is correct in the source and that you set the proper values for the columns that provide information to MDS about the master data.
For example, each record must identify the model into which you will load the master data. When staging data, you use the following tables in the MDS database as appropriate to your situation: tblSTGMember Use this table to stage leaf members, consolidated members, or collections. You provide only the member name and code in this table.
The next step is to use Master Data Manager to create a batch. To do this, you identify the model and the version that stores the master data for the batch. The version must have a status of either Open or Locked to import data from a staging table.
On your command to process the batch, MDS attempts to locate records in the staging tables that match the specified model and load them into the tables corresponding to the model and version that you selected. When the batch processing is complete, you can review the status of the batch in the staging batch log, which is available in Master Data Manager, as shown in Figure FIGURE The staging batch log If the log indicates any errors for the staging batch, you can select the batch in the log and then view the Staging Batch Errors page to see a description of the error for each record that did not successfully load into the MDS database.
At this point, you should return to the source system and update the pertinent records to correct the errors. The next steps would be to truncate the staging table to remove all records and finally to load the updated records.
At this point, you can create a new staging batch and repeat the process until all records successfully load. It can be both a system of entry and a system of record for applications important to the daily operations of your organization, such as an enterprise resource planning ERP system, a customer relationship management CRM system, or a data warehouse.
After you commit a model version, your master data is available to other applications through subscription views in the MDS database. Any system that can consume data from SQL Server can use these views to access up-to-date master data. To create a subscription view in Master Data Manager, you start by assigning a name to the view and selecting a model.
You then associate the view with a specific version or a version flag. TIP You can simplify the administration of a subscription view by associating it with a version flag rather than a specific version. As the version of a record changes over time, you can simply reset the flag for the versions. If you don't use version flags, a change in version requires you to update every subscription view that you associate with the version, which could be a considerable number.
Next, you select either an entity or a derived hierarchy as the basis for the view and the format of the view. For example, if you select an entity, you can format the view to use leaf members, consolidated members, or collection members and the associated attribute values. When you save the view, it is immediately available in the MDS database to anyone or any application with Read access to the database.
For example, after creating the Product subscription view in Master Data Manager as an entity-based leaf member view, you can query the Product view and see the results in SQL Server Management Studio, as shown in Figure Administrators use it to manage the versioning process of each master data model and to configure security for individual users and groups of users.
When you need to make a copy of a master data model on another server, as you would when you want to recreate your development environment on a production server, you can use the model deployment feature in Master Data Manager. Versions MDS uses a versioning management process to support multiple copies of master data. With versioning, you can maintain an official working copy of master data that no one can change, alongside historical copies of master data for reference and a work-in-progress copy for use in preparing the master data for changing business requirements.
MDS creates the initial version when you create a model. Anyone with the appropriate permissions can populate the model with master data and make changes to the model objects in this initial version until you lock the version. After that, only users with Update permissions on the entire model can continue to modify the data in the locked version to add missing information, fix any business rule violation, or revert changes made to the model.
If necessary, you can temporarily unlock the version to allow other users to correct the data. When all data validates successfully, you can commit the version. Committing a version prevents any further changes to the model and allows you to make the version available to downstream systems through subscriptions.
You can use a flag, as shown in Figure , to identify the current version to use so that subscribing systems do not need to track the current version number themselves. If you require any subsequent changes to the model, you create a new version by copying a previously committed version and allowing users to make their changes to the new version.
For example, you can restrict a user to the Explorer area of Master Data Manager, as shown in Figure , while granting another user access to only the Version Management and Integration Management areas. Then, within the functional area, you must grant a user access to one or more models to control which data the user can see and which data the user can edit. You must assign the user permission to access at least one functional area and one model for that user to be able to open Master Data Manager.
That permission level applies to all objects in the model unless you specifically override the permissions for a particular object; the new permission cascades downward to lower level objects. Similarly, you can grant permissions on specific members of a hierarchy and allow the permissions to cascade to members at lower levels of the hierarchy. To understand how security works in MDS, let's configure security for a sample user and see how the security settings affect the user experience.
As you saw earlier in Figure , the user can access only the Explorer area in Master Data Manager.
Accordingly, that is the only functional area that is visible when the user accesses Master Data Manager, as shown in Figure An administrator with full access privileges would instead see the full list of functional areas on the home page.
When you deny access to a model, the user does not even see it in Master Data Manager. With Read-only access, a user can view the model structure and its data but cannot make changes. Update permissions allow a user to see the data as well as make changes to it. To continue the security example, Figure shows that this user has Read-only permissions for the Product model as indicated by the lock icon and Deny permissions on all other models as indicated by the stop symbol in the Model Permissions tree view on the left.
In the Model Permissions Summary table on the right, you can see the assigned permissions at each level of the model hierarchy. Notice that the user has Update permission on leaf members of the ProductCategory entity. FIGURE A user's model permissions With Read-only access to the model, except for the ProductCategory entity, the user can view data for all other entities or hierarchies, such as Color, as shown in Figure , but cannot edit the data in any way.
Notice the lock icons in the Name and Code columns in the Color table on the right side of the page. These icons indicate that the values in the table are not editable. The first two buttons above the table allow a user with Update permissions to add or delete a member, but those buttons are unavailable here because the user has Readonly permission. The user can also navigate through the hierarchy in the tree view on the left side of the page, but the labels are gray to indicate the Read-only status for every member of the hierarchy.
FIGURE Read-only permission on a hierarchy At this point in the example, the user has Update permission on the ProductCategory entity, which allows the user to edit any member of that entity.
However, you can apply a more granular level of security by changing permissions of individual members of the entity within a hierarchy. As shown in Figure , you can override the Update permission at the entity level by specifying Read-only permission on selected members.
The tree view on the left side of the page shows a lock icon for the members to which Read-only permissions apply and a pencil icon for the members for which the user has Update permissions. FIGURE Member permissions within a hierarchy More specifically, the security configuration allows this user to edit only the Bikes and Accessories categories in the Retail group, but the user cannot edit categories in the Wholesale group. Let's look first at the effect of these permissions on the user's experience on the ProductCategory page shown in Figure The lock icon in the first column indicates that the Components and Clothing categories are locked for editing.
However, the user has Update permission for both Bikes and Accessories, and can access the member menu for either of these categories.
The member menu, as shown in the figure, allows the user to edit or delete the member, view its transactions, and add an annotation. Furthermore, the user can add new members to the entity.
Recall from Figure that the user has Update permission for the Retail group.Buddy James. Instead, you use the Import page in Master Data Manager to manage batch processing of staging tables that you use to load the MDS database, and you use the Export page to configure subscription views that allow users and applications to read data from the MDS database.
Gordon Beeming. Master Data Management overview. Select the Database Configuration option. However, ultimately they find that neither existing applications nor ETL processes can be sufficiently extended to accommodate their requirements. We will create the website shortly to access the MDM features using the web user-interface.
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