book

Microsoft SQL Server 2012 Master Data Services 2/E, 2nd Edition

Name: Microsoft SQL Server 2012 Master Data Services 2/E, 2nd Edition
Author: Tyler Graham
ISBN: 9780071797863

by Tyler Graham

October 2012

Beginner to intermediate

416 pages

8h 42m

English

McGraw-Hill

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Cover
About the Author
Copyright
Contents at a Glance
Contents
Foreword
Acknowledgments
Introduction
Chapter 1 Introduction to Master Data Services
What Is Master Data Management?History of Master Data ManagementOverview of Other Master Data Management SolutionsERP Systems as MDM SolutionsSpecialized Master Data Management SolutionsCatering to the TitansMicrosoft’s Solution to Master Data ManagementNew Features of MDS in SQL Server 2012What Master Data Services Still DeliversThe Value PropositionAbout the Sample CompanySummary
Chapter 2 Installation and Configuration
Determining the Initial Scope of Your ProjectAbout the Main Street Clothing Company Implementation.Preparing the Web ServerWindows 7 Web Application RequirementsWindows Server 2008 R2 Web Application RequirementsInstalling Master Data ServicesAbout MDS Configuration ManagerProcedure: How to Install Master Data ServicesCreating an MDS DatabaseProcedure: How to Create an MDS DatabaseAbout System SettingsCreating the Master Data Manager Web ApplicationProcedure: How to Create a Master Data Manager Website (Optional)Procedure: How to Create a Master Data Manager Web ApplicationProcedure: How to Associate the MDS Database with the Web ApplicationSecuring Your Web ApplicationGetting the Latest Version of MDSUpgrading 2008 R2 MDSRepairing the MDS DatabaseSummary

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 MDSLeveraging the MDS Excel Add-In to Manage Your ProjectSummary
Chapter 4 Creating Your Model
MDS Modeling ConceptsBuilding a ModelDeploying a ModelProcedure: How to Deploy a Model Using ModelDeploy.exeAbout 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 ArchitectureBenefits of Entity-Based StagingBatch TagsSecurity in StagingSystem SettingsAbout Main Street Clothing Company’s Staging ProcessStandard Leaf and Parent Staging FieldsStaging Import TypesMember Staging ExamplesUsing Staging to Deactivate MembersLoading RelationshipsRelationship Table 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 ProcessThe End of Staging SweepUsing Web Services to Stage DataErrors That Occur During StagingProcedure: How to View Staging Errors in Management StudioStaging Errors ViewViewing the Staging Batch TableProcedure: How to Clear the Staging QueueSummary
Chapter 6 Working with Hierarchies and Collections
Ragged vsLevel-Based HierarchiesDerived HierarchiesExplicit HierarchiesDerived vsExplicit: Which Hierarchy Is Best?Creating Derived HierarchiesProcedure: How to Create a Derived HierarchyProcedure: How to Create a Three-Level Derived HierarchyHiding LevelsSystem Settings for HierarchiesCreating 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 Explicit CapCollectionsWeighting of Collection MembersProcedure: How to Create a CollectionCreating Hierarchies by Using Web ServicesCreating a Derived Hierarchy with ºthe MetadataCreate OperationSummary
Chapter 7 Working with Master Data
Changes in SQL Server 2012Viewing the Base EntityFinding Data by FilteringOperatorsUsing MatchingSorting and PaginationSortingPagination and Other SettingsNew Explorer FormatEdit One Attribute for One MemberEdit One Attribute for Multiple MembersExporting 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 Transactions on UpdateNavigating Related EntitiesNavigating AttributesNavigating Many-to-Many RelationshipsMetadataUsing Web Services to Work with MembersRetrieving MembersCreating and Updating MembersSummary
Chapter 8 Using Business Rules
Business Rules OverviewBusiness Rule StructureBusiness Rule WorkflowCreating a Business RuleEditing a Business Rule and Configuring 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 MDSViewing Change Tracking Group ReportsTriggering an External WorkflowUsing Web Services to Manage Business RulesGetting a List of RulesCreating a Business Rule using Web ServicesSummary
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 SQL Server 2012 MDS Add-in for Excel
Installing the Add-inProcedure: How to Install the Add-in for ExcelWorking with MDS Data in ExcelProcedure: How to Connect to the MDS Server and Load an EntityPublishing ChangesRefreshing Data from the ServerReviewing TransactionsMaking Deletions in Managed SheetsCombining DataApplying RulesFiltering Entity Results MembersProcedure: How to Load a Filtered EntitySaving and Sharing QueriesProcedure: How to Save a Filter Query and Share It Through OutlookCreating and Modifying Entities RapidlyUsing the Excel Add-In at the Main Street Clothing CompanyProcedure: How to Create an MDS Entity from Excel DataMaking Changes to an Existing EntityProcedure: How to Modify an Existing Entity’s StructureConfiguring Add-in for Excel SettingsConfiguring Data SettingsConfiguring Behavior SettingsLeveraging Data Quality Matching in ExcelSummary
Chapter 11 Implementing Security
Security OverviewSecurity Changes in SQL Server 2012Users 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 PermissionsDetermining 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 View8Viewing 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 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 OperationsEntity-Based Staging OperationsData Quality OperationsThe Most Frequently Used OperationsSearching for MembersUnderstanding the EntityMembers ObjectSummarizing Member DataWorking with MetadataValidating Records in MDManaging TransactionsHandling Errors in the Web ServiceSummary
Chapter 14 Advanced Modeling
Common Modeling MistakesBuilding Outside Limitations into MDSTrouble Identifying Common AttributesEngineering Dead ScenariosRapid Model DevelopmentManaging Slowly Changing DimensionsOverwriting Rows (Type 1)Adding Rows (Type 2)Adding Columns (Type 3)Using the Power of MDS to Simplify the ProblemManaging Dimension for Main Street Clothing CompanyLimiting Unneeded ComplexityDesigning for ExceptionsDesigning for NSummary
Index

Overview

Deploy and Maintain an Integrated MDS Architecture

Harness your master data and grow revenue while reducing administrative costs. Thoroughly revised to cover the latest MDS features, Microsoft SQL Server 2012 Master Data Services, Second Edition shows how to implement and manage a centralized, customer-focused MDS framework. See how to accurately model business processes, load and cleanse data, enforce business rules, eliminate redundancies, and publish data to external systems. Security, SOA and Web services, and legacy data integration are also covered in this practical guide.

Install Microsoft SQL Server 2012 Master Data Services
Build custom MDS models and entityspecific staging tables
Load and cleanse data from disparate sources
Logically group assets into collections and hierarchies
Ensure integrity using versioning and business rules
Configure security at functional, object, and attribute levels
Extend functionality with SOA and Web services
Facilitate collaboration using the MDS Excel Add-In
Export data to subscribing systems through SQL views

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