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Microsoft SQL Server 2008 R2 Master Data Services

Book Description

Written by two leading Microsoft SQL Server specialists, this book will empower you to manage and maintain the data used for critical business decisions through an understanding of Master Data Services. A comprehensive, totally practical tutorial.

  • Gain a comprehensive guide to Microsoft SQL Server R2 Master Data Services (MDS) with this book and eBook
  • Explains the background to the practice of Master Data Management and how it can help organizations
  • Introduces Master Data Services, and provides a step-by-step installation guide
  • Covers all features of Master Data Services, including hierarchy management, importing/exporting data, the MDS API, and business rules
  • Includes practical examples that guide the reader on how to use each feature of the product

In Detail

Microsoft SQL Server Master Data Services (MDS) enables organizations to manage and maintain business data used to make critical business decisions. MDS is a Master Data Management (MDM) application, which standardizes and streamlines the critical data entities of an organization, essentially centralizing your master data.

A focused, practical tutorial, this book will show you how to manage and maintain your organization's master data and improve data quality with Microsoft SQL Server 2008 R2 Master Data Services. Using credible techniques and an end-to-end approach, this book will take you through the steps required to implement Master Data Management, enabling business users to standardize and streamline their business data.

This book will enable you to manage and maintain your organization's master data with Microsoft SQL Server 2008 R2 Master Data Services, covering each feature in a step-by-step manner. The book starts with an overview of Master Data Management. You will then move on to an overview of Microsoft SQL Server 2008 R2 Master Data Services (MDS). The book then dives deep into topics such as installing, configuring, and maintaining Master Data Services, creating and using Models, Version Management, Business Rules, and importing Data into Master Data Services amongst others.

A comprehensive guide to Microsoft SQL Server 2008 R2 Master Data Services, which uses an end-to-end approach showing you how to implement Master Data Management on the Microsoft platform

Table of Contents

  1. Microsoft SQL Server 2008 R2 Master Data Services
    1. Microsoft SQL Server 2008 R2 Master Data Services
    2. Credits
    3. Foreword
    4. About the Authors
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
      7. Downloading the example code for this book
        1. Errata
        2. Piracy
        3. Questions
    8. 1. Master Data Management
      1. Master data
      2. The need for Master Data Management
        1. Manual updates
        2. Different descriptions for the same attributes
        3. Mergers and acquisitions
      3. Master Data Management overview
      4. Data quality
      5. Operational and analytical Master Data Management
        1. Analytical MDM
        2. Operational MDM
      6. Different approaches to Master Data Management
        1. Transaction Hub
        2. Registry
        3. Hybrid
      7. Data governance
      8. Data stewardship
      9. Politics and organizational changes
      10. Summary
      11. References
    9. 2. Master Data Services Overview
      1. Master Data Services overview
      2. Master Data Services architecture
        1. MDS SQL Server database
        2. Internet Information Services (IIS)
      3. Master Data Manager
        1. Accessing Master Data Manager
          1. Explorer
          2. Version Management
          3. Integration Management
          4. System Administration
          5. User and Group Permissions
      4. Summary
    10. 3. Installing and Configuring Master Data Services
      1. Planning for a Master Data Services installation
        1. Server topology
        2. Database service account
        3. Administrator account
      2. Installing Master Data Services
      3. Master Data Services Configuration Manager
        1. Configuring Master Data Services for the first time
          1. Database creation
        2. Database settings
        3. Web configuration
      4. Installing sample models
      5. Summary
    11. 4. Creating and Using Models
      1. MDS object model overview
      2. Models
      3. Entities and attributes
        1. Attributes
        2. Domain attributes and relationships between entities
        3. Creating an entity
        4. Editing an entity
      4. Members
        1. The Master Data Manager Explorer
          1. Adding a member
      5. Editing a member
      6. Deleting members
      7. Annotating members
      8. Transactions
      9. Attribute Groups
      10. Creating Attribute Groups
      11. Using Attribute Groups
      12. Hierarchies
      13. Derived Hierarchies
        1. Exploring Derived Hierarchies
        2. Adding a member in a Derived Hierarchy
      14. Explicit Hierarchies
        1. Creating an Explicit Hierarchy
        2. Consolidated members
        3. Moving hierarchy members
      15. Collections
      16. Creating a collection
      17. Master Data Services Metadata
      18. Altering the default MDS Metadata
      19. Viewing Metadata
      20. User-defined Metadata
      21. Summary
    12. 5. Version Management
      1. Introduction to versions
        1. The need for versions
        2. The version interface
        3. Version status
      2. Creating and managing versions
        1. Copying a version
        2. Managing versions
        3. Using versions
      3. Validating versions
        1. Member validation status
        2. Validating a version
      4. Locking, unlocking, and committing versions
        1. Notifications
        2. Locking versions
        3. Unlocking versions
        4. Committing versions
      5. Managing Flags
      6. Transactions
      7. Summary
    13. 6. Importing Data into Master Data Services
      1. The staging load process
        1. Introduction
          1. Staging tables
          2. Data import security
      2. Populating MDS step 1 populating the staging tables
        1. Creating new members
        2. Creating new collections
        3. Adding members to collections
        4. Updating member attributes
        5. Deleting a member (or collection)
      3. Populating MDS step 2 invoking the staging process
      4. Populating MDS step 3 validating the model
      5. Clearing the staging tables
      6. Errors in the staging process
        1. Success codes
        2. Warning codes
        3. Error codes
      7. Automating the MDS load process with SSIS
      8. Summary
    14. 7. Business Rules and Workflow
      1. Introduction to MDS business rules
        1. Running business rules
        2. Technical overview
      2. Conditions and actions
        1. Conditions
        2. Actions
          1. Default Value
          2. Change Value
          3. Validation
          4. External Action
      3. Business rules user interface
      4. Creating business rules
        1. Creating the required attributes business rule
        2. Model setup
        3. Creating the Store Size business rules
          1. Running the Store Size business rules
      5. Notifications
      6. Workflow and SharePoint
        1. Setup
          1. SharePoint site creation
        2. Store approval business rule
          1. Creating the Store approval business rule
          2. Creating the SharePoint custom column
          3. Creating the Visual Studio project
          4. Designing the SharePoint workflow
          5. Adding code to the workflow
            1. Using section
            2. Declaration section
          6. Deploying the workflow solution
          7. Running the SharePoint workflow
      7. Summary
    15. 8. Extracting Data from Master Data Services
      1. Introduction
        1. Master data delivery
      2. Subscription Views
        1. Formats
        2. Creating Subscription Views
          1. Extracting leaf and consolidated members
          2. Extracting Explicit Hierarchies
          3. Extracting collections
          4. Extracting Derived Hierarchies
        3. Subscription View maintenance
      3. Delivering master data using BizTalk
        1. Example scenario background
        2. Creating the sample databases
        3. Creating the BizTalk project
          1. Building the receive schema and port
          2. Building the destination schema
          3. Building the map
        4. Deploying the BizTalk solution
          1. Receive port
          2. Send port
        5. Testing the BizTalk solution
      4. Summary
    16. 9. Application Programming Interface
      1. Introduction to the MDS API
        1. What is a WCF service?
      2. Getting started with the Web Services API
        1. Creating a Web Services project
        2. Exploring MDS Metadata
      3. MDS assemblies
        1. Creating an MDS Assemblies project
        2. Setting up an MDS connection
      4. Creating an MDS SharePoint Web Part
        1. Setup
        2. Creating the Web Part
          1. Deploying the Web Part
        3. Retrieving data from MDS
      5. SharePoint workflow integration
        1. Deploying the workflow solution
        2. Running the SharePoint workflow
      6. Summary
    17. 10. Master Data Services Security
      1. Master Data Services security overview
      2. User and Group Administration
        1. Adding a user
        2. Editing a user
        3. Maintaining groups
      3. User and Group Permissions
        1. Function permissions
        2. Model permissions
          1. Administrators
          2. Assigning model permissions
        3. Hierarchy Members permissions
      4. Summary