An Introduction to Master Data. Carlton B

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1 An Introduction to Master Data Carlton B

2 About Me Application Developer turned DBA with over a decade of experience in the banking industry. User Group Member Ohio North SQL Server User Group (ONSQLSUG) Association of Information Technology Professionals (AITP) Northeast Ohio Information Security Forum (NEOISF) Northeast Ohio Oracle User Group (NOOUG) Data Platforms Microsoft SQL Server Oracle

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4 What is Master Data Nouns Products Customers Employees Reference Data US Postal Addresses Universal Product Codes

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8 Domains and Hierarchies Domains are groupings of related business data Customer (ID, Name, Gender, Birth Date) Hierarchies are relationship between different domains Manager -> Employee Customer -> Products

9 What is Master Data Management? Master Data Management (MDM) is the process of centralizing master data so we can do the following: Identify Data Discrepancies Increase Effectiveness

10 Components of Master Data Management Business Policies Processes Technical Tools

11 History of Master Data Management Master Files Enterprise Resource Planning (ERP) Systems Specialized Master Data Management Solutions Customer Data Intergration (CDI) Product Information Management (PIM)

12 The Cloud As we move towards a service oriented architecture and mashup data between various cloud services. How do we... Ensure we send only one to a customer? Update all systems when an is changed?

13 Master Data Management and Data Warehouses Master Data Management (MDM) facilitates data integration into the Data Warehouse and improves Data Quality.

14 Typical Data Warehouse Source:

15 Data Warehouse with MDS Source:

16 Master Data Services Terminology Overview Domain subject area; what you are managing (i.e. customer, product). Grouping of related business data that is an area of focus for a master data management solution Model Models are the highest level of organization within MDS. Models are nothing but containers of related entities. Only entities within the same model can be related within MDS Entity [Table] a container for a set of members. Contains attributes. Entities are the base containers for data in MDS. In their simplest form, entities can be thought of as tables in a database. Users control the attributes (columns) that are managed for each entity. If explicit hierarchies are enabled for an entity, the entity becomes far more complex, managing parent members and their consolidations as well as collections, their attributes, and the members associated with those collections Member [Rows in a table] a data element; classified as a leaf, consolidated, or collection member type. Members are the records that populate all the entities created in MDS. Leaf members are the primary members of an entity. If an entity is enabled for explicit hierarchies and collections, then consolidated members can be created, and can have their own attributes Attribute [Column] a property of entity members. Attribute types include free-form, file, or domain-based. Attributes describe members. Attributes can be loosely thought of as columns in a table. Entities contain members and their attribute values Domain-based Attributes Domain-based attributes are attributes in which the available values are restricted to the members stored in a related entity Hierarchy organization of members into various consolidated groups and levels to support analytic requirements. There are two management types for hierarchies in MDS: explicit and derived. Hierarchies enforce rules for member inclusion to ensure consolidations do not lose or double count values in connected applications Collection user-defined subset of leaf and consolidated members. Collections provide member grouping flexibility that is not supported in hierarchies Business Rule business logic that is intended to invoke a certain Master Data Services action Subscription View provides a layer over the MDM tables, denormalizing the master data and applying recognizable names to columns, making them much easier to work with. This allows for integration with downstream systems dependent on master data, hierarchies, and collections Canonical standardized data definitions/common data model Source:

17 What do I need to use MDS? Web Server (IIS) (See source link for Roles, Features, Accounts and Permissions required ) Microsoft Silverlight Source:

18 Master Data Services Example Deploying MDS Samples in SQL Server 2012 ( jason_howell/archive/2011/12/15/deploying-mds-samples-in-sqlserver-2012.aspx ) Microsoft Windows [Version ] Copyright (c) 2009 Microsoft Corporation. All rights reserved. C:\Windows\system32>Cd "C:\Program Files\Microsoft SQL Server\110\Master Data Services\Configuration" C:\Program Files\Microsoft SQL Server\110\Master Data Services\Configuration>MDSModelDeploy.exe listservices MDS services (Service, Website, Virtual Path): MDS1, Default Web Site, MDS MDSModelDeploy operation completed successfully. Elapsed time: 00:00: C:\Program Files\Microsoft SQL Server\110\Master Data Services\Configuration>MDSModelDeploy.exe deploynew - package "C:\Program Files\Microsoft SQL Server\110\Master Data Services\Samples\Packages \chartofaccounts_en.pkg" -model ChartOfAccountsSample -service MDS1 Deploying package C:\Program Files\Microsoft SQL Server\110\Master Data Services\Samples\Packages \chartofaccounts_en.pkg using new model name ChartOfAccountsSample MDSModelDeploy operation completed successfully. Elapsed time: 00:01:

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31 How to perform a purge of a leaf item.

32 How to perform a purge of a leaf item.

33 How to perform a purge of a leaf item.

34 How to perform a purge of a leaf item.

35 How to perform a purge of a leaf item.

36 How to perform a purge of a leaf item.

37 How to perform a purge of a leaf item.

38 Additional Resources Ira Whiteside's Articles ( Articles/Ira_Whiteside/382777/ ) James Serra's Blog ( mdm/ ) Getting Started with Master Data Services (MDS) In SQL Server 2012 By Arshad Ali ( mssql/getting-started-with-master-data-services-mds-in-sqlserver-2012.html ) YouTube Search Master Data Management ( +management ) Master Data Services Portal ( sqlserver/ff aspx )

39 References Microsoft SQL Server 2008 R2 Master Data Services Implementation & Administration by Tyler Graham and Suzanne Selhorn ( Server-2008-Master-Services/dp/ X ) The Data Warehouse Lifecycle Toolkit by Ralph Kimball, Mary Ross, Warren Thornthwaite, Roy Mundy and Bob Becker ( Toolkit/dp/ ) Integrating DQS, MDS and Your Data Warehouse by Chris Price ( )

40 Any Questions?