book

Microsoft SQL Server 2008 R2 Master Data Services

by Tyler Graham, Suzanne Selhorn

March 2011

Intermediate to advanced

352 pages

7h 59m

English

McGraw-Hill

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Cover Page
Microsoft SQL Server 2008 R2 Master Data Services
Copyright Page
Contents
Foreword
Acknowledgments
Introduction
Chapter 1 Introduction to Master Data Services
What Is Master Data Management?History of Master Data ManagementAn Overview of Master Data Management SolutionsShortcomings of ERP Systems as MDM SolutionsSpecialized Master Data Management SolutionsCatering to the TitansMicrosoft’s Solution to Master Data ManagementWhat Master Data Services DeliversThe Value PropositionAbout the Sample CompanySummary
Chapter 2 Installation and Configuration
Determining the Initial Scope of Your ProjectAbout the Main Street Clothing Company ImplementationPreparing the Web ServerWindows 7 Web Application RequirementsWindows Server 2008 R2 Web Application RequirementsInstalling Master Data ServicesProcedure: Install Master Data ServicesAbout MDS Configuration ManagerCreating an MDS DatabaseProcedure: Create an MDS DatabaseAbout System SettingsCreating the Master Data Manager Web ApplicationProcedure: Create a Master Data Manager Web Site (Optional)Procedure: Create a Master Data Manager Web ApplicationProcedure: Associate the MDS Database with the Web ApplicationSecuring Your Web ApplicationGetting the Latest Version of MDSSummary
Chapter 3 Starting an MDS Project
How Do I Know Master Data When I See It?Business Process ModelsSystem RolesSystem of EntrySystem of RecordSubscribing SystemMapping the DataDetermining What to Do with Duplicate RecordsDetermining Which Attributes to ManageThe Main Street Clothing Company ExampleFinding a Data StewardLeveraging the Business Process ModelsFilling in the GapsDetermining System TypesCleansing Data for Initial Import into MDSSummary

Chapter 4 Creating Your Model
MDS Modeling ConceptsBuilding a ModelDeploying a ModelProcedure: How to Deploy a ModelAbout ModelsAbout Main Street Clothing Company’s ModelsProcedure: How to Create a ModelAbout EntitiesAbout Main Street Clothing Company’s EntitiesProcedure: How to Create an EntityAbout MembersAbout Main Street Clothing Company’s MembersProcedure: How to Add a MemberAbout AttributesAbout Main Street Clothing Company’s AttributesProcedure: How to Create an AttributeProcedure: How to Create a Domain-Based AttributeAbout Attribute GroupsAbout Main Street Clothing Company’s Attribute GroupsProcedure: How to Create an Attribute GroupProcedure: How to Reorder Attribute GroupsUsing Web ServicesCreating a ModelCreating an EntityCreating an AttributeSummary
Chapter 5 Integrating Master Data Services with Other Systems
Staging ArchitecturePreparing Data for ImportSecurity in StagingSystem SettingsLoading MembersAbout Main Street Clothing Company’s Staging ProcesstblStgMember FieldsMember Staging ExamplesLoading AttributestblStgMemberAttribute FieldsAttribute Staging ExamplesUsing Staging to Deactivate and Reactivate MembersLoading RelationshipstblStgRelationship FieldsRelationship Staging ExamplesImporting Data into the Staging TablesProcedure: How to Import Data into SQL Server by Using SSISInitiating the Staging ProcessProcedure: How to Use Master Data Manager to Initiate the Staging ProcessProcedure: How to Use Stored Procedures to Initiate the Staging ProcessUsing Web Services to Stage DataCreating BatchesInitiating the Staging ProcessClearing BatchesErrors that Occur During StagingProcedure: How to View Staging Errors in the Web ApplicationMember Staging ErrorsAttribute Staging ErrorsRelationship Staging ErrorsViewing the Staging Batch TableProcedure: How to Clear the Staging QueueSummary
Chapter 6 Working with Hierarchies and Collections
Ragged vs. Level-Based HierarchiesDerived HierarchiesExplicit HierarchiesDerived vs. Explicit: Which Hierarchy Is Best?Creating Derived HierarchiesProcedure: How to Create a Derived HierarchyProcedure: How to Create a Three-Level Derived HierarchyHiding LevelsSystem Settings for HierarchiesNumber of Members in the Hierarchy by DefaultShow Names in Hierarchy by DefaultCreating Explicit HierarchiesNon-mandatory Explicit HierarchiesMandatory Explicit HierarchiesProcedure: How to Create an Explicit HierarchyRecursive HierarchiesProcedure: How to Create a Recursive HierarchyDerived Hierarchies with Explicit CapsProcedure: How to Create a Derived Hierarchy with an Explicit CapCollectionsLimitations of CollectionsProcedure: How to Create a CollectionCreating Hierarchies by Using Web ServicesCreating a Derived Hierarchy with the MetadataCreate OperationSummary
Chapter 7 Working with Master Data
Viewing the Base EntityFinding Data by FilteringOperatorsUsing Similarity LevelSorting and PaginationSortingPaginationEditing AttributesEdit One Attribute for One MemberEdit One Attribute for Multiple MembersEdit Multiple Attributes for One MemberExporting MembersWorking with Data in HierarchiesMoving Members by Dragging and DroppingMoving Members by Using the ClipboardMoving Members in a Derived Hierarchy by Updating Attribute ValuesTransactionsReviewing TransactionsReversing TransactionsAnnotationsAnnotating MembersAnnotating TransactionsMetadataUsing Web Services to Work with MembersRetrieving MembersCreating and Updating MembersSummary
Chapter 8 Using Business Rules
Business Rules OverviewBusiness Rule StructureBusiness Rule WorkflowCreating a Business RuleConfiguring a Rule’s ExpressionProcedure: How to Require Attribute ValuesDeleting a Condition or ActionMore Expression ExamplesCreating Your Own ExpressionsPublishing Business RulesProcedure: How to Publish a Business RuleBusiness Rule StatusesApplying Business RulesProcedure: How to Apply Business Rules in ExplorerResolving Validation Issues in ExplorerProcedure: How to Validate a VersionOther Business Rule TasksProcedure: How to Change the Rule Name and DescriptionProcedure: How to Set the Rule’s Priority OrderProcedure: How to Exclude Business RulesConfiguring E-Mail NotificationsProcedure: How to Configure E-Mail NotificationsProcedure: How to Configure a Business Rule to Send E-MailCreating and Triggering WorkflowsCreating a Workflow in MDSTriggering an External WorkflowUsing Web Services to Manage Business RulesGetting a List of RulesCreating a Business RuleSummary
Chapter 9 Creating Versions of Data
Versions OverviewChanging the Structure of Your ModelCommitting VersionsVersioning for Main Street Clothing CompanyUpdating Your Version Name and DescriptionProcedure: How to Change the Version Name and DescriptionVersion StatusesProcedure: How to Lock a VersionValidating a VersionProcedure: How to Validate a VersionProcedure: How to Resolve Validation IssuesReviewing and Reversing TransactionsCommitting and Copying a VersionProcedure: How to Commit a VersionProcedure: How to Reopen a Committed VersionProcedure: How to Copy a VersionVersion FlagsProcedure: How to Create a Version Flag and Assign It to a VersionViewing a Version’s AncestryProcedure: How to Delete a VersionUsing Web Services to Work with VersionsReturning a List of VersionsChanging the Version StatusSummary
Chapter 10 Using Metadata
The Metadata ModelWhat Happens When Model Objects Are Added or DeletedMetadata for EntitiesMetadata for AttributesMetadata for Attribute GroupsMetadata for HierarchiesMetadata for ModelsAdding MetadataExtending the Metadata ModelLimitations of the Metadata ModelUsing Web Services with MetadataDetermining the Metadata Member CodeGetting Metadata for a Model, Entity, or AttributeSummary
Chapter 11 Implementing Security
Security OverviewUsers and GroupsProcedure: How to Add a GroupAdministratorsProcedure: How to Change the Administrator AccountTesting PermissionsFunctional Area PermissionsProcedure: How to Assign Functional Area PermissionsModel Object PermissionsQuick Facts About Model Object PermissionsBest Practice for Model Object PermissionsProcedure: How to Assign Model Object PermissionsProcedure: How to Delete Model Object PermissionsAccess to EntitiesAccess to Leaf Member AttributesAccess to Individual AttributesAccess to an Explicit HierarchyAccess to CollectionsAccess to Other Model ObjectsDeny PermissionsNavigational AccessDeleting PermissionsHierarchy Member PermissionsQuick Facts About Hierarchy Member PermissionsProcedure: How to Assign Hierarchy Member PermissionsProcedure: How to Apply Hierarchy Member Security ImmediatelyDetermining Which Permissions ApplyCombining PermissionsCombining Users and GroupsSetting Security by Using Web ServicesRetrieving Users and GroupsRetrieving User or Group PermissionsAdding Users and GroupsAssigning PermissionsSummary
Chapter 12 Publishing Data to External Systems
Exporting Data to Subscribing SystemsSubscription View FormatsCommon View ArchitectureProcedure: How to Create a Subscription ViewViewing a Subscription View in SQL ServerSubscription Views and Model DeploymentCreating a Subscription View with Web ServicesCreating Entity ViewsCreating Derived Hierarchy ViewsDeleting ViewsHow Main Street Clothing Company Uses Subscription ViewsProcedure: How to Export Subscription View DataSummary
Chapter 13 Extending MDS with Web Services
Exposing the Web ServiceProcedure: How to Enable the Web ServiceExposing the WSDLProcedure: How to Enable the WSDLCreating an MDS Project in Visual StudioProcedure: How to Create an MDS Web Service ApplicationCreating an Abstraction LayerMDS Web Service OperationsMembersBulk OperationsValidationTransactionsAnnotationsSubscription ViewsMetadata StructuresSecurityBusiness RulesSystem SettingsUser PreferencesMiscellaneous OperationsThe Most Frequently Used OperationsSearching for MembersUnderstanding the EntityMembers ObjectSummarizing Member DataWorking with MetadataValidating Records in MDSManaging TransactionsHandling Errors in the Web ServiceSummary
Index

Overview

Best Practices for Deploying and Managing Master Data Services (MDS)

Effectively manage master data and drive better decision making across your enterprise with detailed instruction from two MDS experts. Microsoft SQL Server 2008 R2 Master Data Services Implementation & Administration shows you how to use MDS to centralize the management of key data within your organization. Find out how to build an MDS model, establish hierarchies, govern data access, and enforce business rules. Legacy system integration and security are also covered. Real-world programming examples illustrate the material presented in this comprehensive guide.

Create a process-agnostic solution for managing your business domains
Learn how to take advantage of the data modeling capabilities of MDS
Manage hierarchies and consolidations across your organization
Import data by using SQL Server Integration Services and T-SQL statements
Ensure data accuracy and completeness by using business rules and versioning
Employ role-based security at functional, object, and attribute levels
Design export views and publish data to subscribing systems
Use Web services to progrmmatically interact with your implementation

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