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Master Data Services in
SQL Server 2012
Mark Gschwind
VP, Business Intelligence
DesignMind
Agenda
   What is Master Data?
   Why is it important?
   Overview of SQL 2012 MDS
      Capabilities
      Underlying Architecture
   Demo
      i) creating a model, ii) using the new Excel interface,
      iii) creating a hierarchy, iv) exposing MDS data to the
      DW, v) using business rules
   Case Study
   Tips on successful implementations
About Mark Gschwind
   Vice President of Business Intelligence at DesignMind
   Business Intelligence speaker and author
   BI Consultant since 1995
   BI implementations for over 46 clients
     (DWs/Cubes/Reporting/Mining)
   Focus on delivering BI using an agile methodology
   MCP, certified in Oracle Essbase
   Used MDS since 2008 (EDM by Stratature)

mgschwind@designmind.com

find me on
DesignMind
                                    San Francisco
                                          Silicon Valley, Seattle



                                                                    Databases
Custom Software                                                     Data Marts, Data Warehouses, Master Data
                                                                    Management, Reporting, Analytics, Dashboards,
                                                                    Mobile, ETL




         Business
      Intelligence                                                      Multi-Terabyte
   Data Warehouse Architecture &
                Implementation                                          Systems
                                   Microsoft Certified
                                   Gold Partner
                                   SQL Server, SharePoint, .NET
What is Master Data?




       Central curation
       Continuous quality management
       Ease of access for business users (not just IT)
       Effective sharing (producing and consuming)


   Master Data contains different attributes for
    different departments (marketing, finance,
    operations, business groups…)

MDS enables users to curate Master Data. This capability can be
  powerful in a number of scenarios across an organization.
Main Scenarios
    Data                                            Data Warehouse/
    Management                                      Data Marts Mgmt
    Solutions
     Provides storage and                            Enable business users to
     management of the                               manage the dimensions
     objects and metadata                            and hierarchies of DW /
     used as the application                         Data Marts
     knowledge

     •   Object mappings                             •   BI scenarios

     •   Reference Data /
         managed object lists
                                                   The IT department has built a data
Table• containing information on mapping objects
         Metadata management /                     warehouse and reporting platform, but
between data dictionary ETL processes are
          different systems.                       business users complain about the
referencing the table making transformation        correctness of the dimensions and lack of
decisions.                                         agility in making updates.
MDS enables business users to manage the           MDS empowers the business users to
objects mapping                                    manage dimensions themselves while
                                                   IT can govern the changes
Where is Master Data (in a DW)?
Why Master Data Is Important
Why Master Data Is Important
Why Master Data Is Important
MDS Capabilities
        Modeling                                                                Validation
                                                                       Authoring business rules
    Entities, Attributes,                                                  to ensure data
       Hierarchies                                                           correctness




                                           Master Data
                                                                                   Data Matching
Role-based Security and                    Stewardship
                                                                                  (DQS Integrated)
Transaction Annotation                Excel Add-
                                                       Web UI
                                          In

                                                                                    Versioning

                               Enabling Integration & Sharing
    Loading batched             Registering to     Consuming data            Workflow /
      data through             changes through      through Views           Notifications
     Staging Tables                 APIs


                                                                     External
                       Excel                 DWH                    (CRM, ..)
MDS Architecture
Business Rules

   Business Rules are expressions and actions that
    can govern the conduct of business processes

   Enable data governance by:
    -- Alerting users to data quality issues
    -- Creating simple workflows


   Have limitations, but can be extended to
    SharePoint
Security

   Functional area permissions
   Model/Entity level permissions provide column-
    level security
   Hierarchy permissions allow row-level security
   Use AD groups, not individual users
   Only use Hierarchy permissions if row-level
    security is required
Managing MDS Environments
   Use MDS Configuration Manager to create a Dev
    website and dB.
   Use web UI to deploy model structure only
   Use MDSModelDeploy.exe to deploy model+data:
    To package an existing model



    To deploy an existing package


    To deploy an update
MDS Tips

   Start small and build incrementally
   Create and use a development environment
   Engage the business users and get them to
    own the process
   Use business rules, lots of simple ones
Additional Resources

http://www.mdsuser.com/


http://www.msdev.com/Directory/SeriesDescr
iption.aspx?CourseId=155


http://msdn.microsoft.com/library/ee633763
%28SQL.110%29.aspx


http://social.msdn.microsoft.com/Forums/en/
sqlmds/threads
Thank you. Mark Gschwind
mgschwind@designmind.com

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Microsoft SQL Server 2012 Master Data Services

  • 1. Master Data Services in SQL Server 2012 Mark Gschwind VP, Business Intelligence DesignMind
  • 2. Agenda  What is Master Data?  Why is it important?  Overview of SQL 2012 MDS  Capabilities  Underlying Architecture  Demo i) creating a model, ii) using the new Excel interface, iii) creating a hierarchy, iv) exposing MDS data to the DW, v) using business rules  Case Study  Tips on successful implementations
  • 3. About Mark Gschwind  Vice President of Business Intelligence at DesignMind  Business Intelligence speaker and author  BI Consultant since 1995  BI implementations for over 46 clients  (DWs/Cubes/Reporting/Mining)  Focus on delivering BI using an agile methodology  MCP, certified in Oracle Essbase  Used MDS since 2008 (EDM by Stratature) mgschwind@designmind.com find me on
  • 4. DesignMind San Francisco Silicon Valley, Seattle Databases Custom Software Data Marts, Data Warehouses, Master Data Management, Reporting, Analytics, Dashboards, Mobile, ETL Business Intelligence Multi-Terabyte Data Warehouse Architecture & Implementation Systems Microsoft Certified Gold Partner SQL Server, SharePoint, .NET
  • 5. What is Master Data?   Central curation  Continuous quality management  Ease of access for business users (not just IT)  Effective sharing (producing and consuming)  Master Data contains different attributes for different departments (marketing, finance, operations, business groups…) MDS enables users to curate Master Data. This capability can be powerful in a number of scenarios across an organization.
  • 6. Main Scenarios Data Data Warehouse/ Management Data Marts Mgmt Solutions Provides storage and Enable business users to management of the manage the dimensions objects and metadata and hierarchies of DW / used as the application Data Marts knowledge • Object mappings • BI scenarios • Reference Data / managed object lists The IT department has built a data Table• containing information on mapping objects Metadata management / warehouse and reporting platform, but between data dictionary ETL processes are different systems. business users complain about the referencing the table making transformation correctness of the dimensions and lack of decisions. agility in making updates. MDS enables business users to manage the MDS empowers the business users to objects mapping manage dimensions themselves while IT can govern the changes
  • 7. Where is Master Data (in a DW)?
  • 8. Why Master Data Is Important
  • 9. Why Master Data Is Important
  • 10. Why Master Data Is Important
  • 11. MDS Capabilities Modeling Validation Authoring business rules Entities, Attributes, to ensure data Hierarchies correctness Master Data Data Matching Role-based Security and Stewardship (DQS Integrated) Transaction Annotation Excel Add- Web UI In Versioning Enabling Integration & Sharing Loading batched Registering to Consuming data Workflow / data through changes through through Views Notifications Staging Tables APIs External Excel DWH (CRM, ..)
  • 13. Business Rules  Business Rules are expressions and actions that can govern the conduct of business processes  Enable data governance by: -- Alerting users to data quality issues -- Creating simple workflows  Have limitations, but can be extended to SharePoint
  • 14. Security  Functional area permissions  Model/Entity level permissions provide column- level security  Hierarchy permissions allow row-level security  Use AD groups, not individual users  Only use Hierarchy permissions if row-level security is required
  • 15. Managing MDS Environments  Use MDS Configuration Manager to create a Dev website and dB.  Use web UI to deploy model structure only  Use MDSModelDeploy.exe to deploy model+data: To package an existing model To deploy an existing package To deploy an update
  • 16. MDS Tips  Start small and build incrementally  Create and use a development environment  Engage the business users and get them to own the process  Use business rules, lots of simple ones
  • 18. Thank you. Mark Gschwind mgschwind@designmind.com

Editor's Notes

  1. How many people are using MDS ? How many people are using something else for MDM ?Need to start w a little background…Then some tips from my experience and from the program managers at MSFT
  2. In working w it in 2008 it was mostly integrating it w the DW, but since the summer I have been using Denali and now RC0
  3. …most of us know what master data is, but stating some things about it will help frame our discussion about it.Because of its importance, it can be in the center of many business processes and hence must be effectively shared for both producing and consumingBut MDS becomes powerful when all these different groups bring their objects together and they can be cared for centrallyOnce an organization has this, it can be used in a number of scenarios
  4. Once an organization has this, it can be used in a number of scenariosData WarehouseAllow users to change hierarchies without IT interventionEnhance data quality by showing users exceptions, creating managed workflowsData Management (Operational MDM)Central customer database, merging multiple regional dBsPush it to their downstream systems. Use MDS to store metadata information about existing systems, tables, columns, repositories …. their meanings
  5. http://reports.informationweek.com/cart/index/downloadasset/id/8574
  6. <could ask group if they see these issues>I certainly do
  7. http://www.information-management.com/blogs/MDM-data-governance-enterprise-architecture-Karel-10021647-1.html?ET=informationmgmt:e2796:2062711a:&st=email&utm_source=editorial&utmNot surprising to me, as I see data governance challenges as a major risk factor as well
  8. Let’s talk about MDS’s capabilities for addressing these data quality challengesIn the center we have our data steward who uses the MDS web UI and Excel addin to continuously maintain data qualityModelling an enterprise’s master data objects is a capability brought to the data stewardship process, as well as…DQS – some integration, won’t be showing tonightData Quality Services is acquired from Zoomix in 2008MDS is acquired from Stratature in 2007
  9. Now let’s talk about the underlying technologies supporting these capabilitiesA requirement for any MDM system these days is it has to be SOAP-enabled, to interact with ERPs like SAP and Oracle.The Windows Communication Foundation (or WCF), is an application programming interface (API) in the .NET Framework for building connected, service-oriented applications.The Excel addin communicates through WCF, the Web UI uses Silverlight 5 (new in 2012 and enhances the performance)BizTalk allows organizations to more easily connect disparate systems with over 25 multi-platform adapters and a robust messaging infrastructure.External systems can interact w MDS either through the WCF to the MDS service, or more directly with SQL tablesMention the database can be sql 2008 or sql 2012
  10. Under System Administration->System->Deployment you can deploy structure onlyCreating a separate dev environment has been helpful for me and my team.
  11. It is easy to use, and I recommend trying it out and playing with it.I think it will come in handy as you are implementing BI systems.